NFG
SCHE icon

Nations Financial Group’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Nations Financial Group’s Portfolio SCHE Stock Details SCHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.86M Sell
134,104
-18
-0% -$643 0.23% 100
2026
Q1 		$4.42M Buy
134,122
+8,838
+7% +$302K 0.23% 108
2025
Q4 		$4.1M Buy
125,284
+6,495
+5% +$217K 0.22% 108
2025
Q3 		$3.96M Buy
118,789
+1,338
+1% +$42.2K 0.25% 97
2025
Q2 		$3.54M Sell
117,451
-5,331
-4% -$151K 0.24% 96
2025
Q1 		$3.39M Sell
122,782
-93,352
-43% -$2.56M 0.26% 98
2024
Q4 		$5.76M Buy
216,134
+4,854
+2% +$137K 0.42% 55
2024
Q3 		$6.17M Buy
211,280
+1,744
+0.8% +$47.2K 0.45% 46
2024
Q2 		$5.57M Buy
209,536
+1,388
+0.7% +$36.2K 0.45% 45
2024
Q1 		$5.26M Buy
208,148
+15,078
+8% +$371K 0.44% 49
2023
Q4 		$4.79M Buy
193,070
+6,067
+3% +$146K 0.44% 48
2023
Q3 		$4.48M Buy
187,003
+3,758
+2% +$93.1K 0.45% 45
2023
Q2 		$4.51M Buy
183,245
+12,829
+8% +$313K 0.44% 42
2023
Q1 		$4.18M Buy
170,416
+5,688
+3% +$141K 0.44% 46
2022
Q4 		$3.9M Sell
164,728
-829
-0.5% -$19.3K 0.44% 49
2022
Q3 		$3.71M Buy
165,557
+5,314
+3% +$131K 0.54% 31
2022
Q2 		$4.07M Buy
160,243
+1,174
+0.7% +$30.7K 0.55% 37
2022
Q1 		$4.42M Buy
159,069
+18,115
+13% +$524K 0.53% 36
2021
Q4 		$4.17M Sell
140,954
-973
-0.7% -$29.7K 0.55% 34
2021
Q3 		$4.33M Buy
141,927
+664
+0.5% +$20.7K 0.66% 30
2021
Q2 		$4.64M Buy
141,263
+110,083
+353% +$3.57M 0.78% 21
2021
Q1 		$991K Buy
31,180
+1,265
+4% +$41.2K 0.23% 127
2020
Q4 		$917K Sell
29,915
-1,295
-4% -$37.5K 0.24% 119
2020
Q3 		$835K Buy
31,210
+1,949
+7% +$52.1K 0.26% 112
2020
Q2 		$713K Sell
29,261
-1,752
-6% -$39.8K 0.25% 121
2020
Q1 		$642K Buy
31,013
+2,860
+10% +$71.5K 0.27% 112
2019
Q4 		$771K Buy
28,153
+2,516
+10% +$66.3K 0.27% 121
2019
Q3 		$679K Buy
+25,637
New +$652K 0.24% 131

Other funds holding SCHE

R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return

Nations Financial Group's SCHE Position: Q2 2026 in Review

Nations Financial Group reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 0.01% in Q2 2026, selling an estimated $643 and leaving 134,104 shares worth $4.86M. The position accounts for 0.23% of the portfolio, ranked #100.

Nations Financial Group first reported a position in SCHE in Q3 2019 and has held it in 28 quarters since. The position peaked at $6.17M in Q3 2024. 286 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Nations Financial Group held 134,104 shares of Schwab Emerging Markets Equity ETF worth $4.86M as of Q2 2026.
  • Nations Financial Group sold 18 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $643.
  • Schwab Emerging Markets Equity ETF made up 0.23% of Nations Financial Group's portfolio in Q2 2026, its #100 holding.
  • Nations Financial Group first reported a position in Schwab Emerging Markets Equity ETF in Q3 2019 and has held it in 28 quarters since.
  • Nations Financial Group's Schwab Emerging Markets Equity ETF position peaked at $6.17M in Q3 2024.
  • 286 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.