Newton One Investments’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Newton One Investments’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	$100K	Buy	2,768 +4	+0.1%	+$143	0.03%	51
2026 Q1	$91.1K	Hold	2,764	–	–	0.02%	51
2025 Q4	$90.5K	Buy	2,764 +76	+3%	+$2.53K	0.03%	55
2025 Q3	$89.7K	Sell	2,688 -2,177	-45%	-$68.6K	0.03%	53
2025 Q2	$147K	Buy	4,865 +6	+0.1%	+$170	0.05%	48
2025 Q1	$134K	Hold	4,859	–	–	0.05%	49
2024 Q4	$129K	Buy	+4,859	New	+$137K	0.05%	49
2024 Q3	–	Sell	-4,719	Closed	-$125K	–	94
2024 Q2	$125K	Hold	4,719	–	–	0.05%	49
2024 Q1	$119K	Hold	4,719	–	–	0.05%	52
2023 Q4	$117K	Buy	4,719 +159	+3%	+$3.82K	0.05%	53
2023 Q3	$109K	Hold	4,560	–	–	0.07%	53
2023 Q2	$112K	Buy	4,560 +23	+0.5%	+$562	0.06%	54
2023 Q1	$111K	Hold	4,537	–	–	0.07%	53
2022 Q4	$107K	Hold	4,537	–	–	0.07%	51
2022 Q3	$102K	Hold	4,537	–	–	0.07%	46
2022 Q2	$115K	Hold	4,537	–	–	0.09%	44
2022 Q1	$126K	Hold	4,537	–	–	0.09%	47
2021 Q4	$134K	Hold	4,537	–	–	0.09%	47
2021 Q3	$138K	Hold	4,537	–	–	0.1%	45
2021 Q2	$149K	Buy	+4,537	New	+$147K	0.12%	43

Other funds holding SCHE

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Newton One Investments's SCHE Position: Q2 2026 in Review

Newton One Investments increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 0.14% in Q2 2026, buying an estimated $143 and bringing the position to 2,768 shares worth $100K. The position accounts for 0.03% of the portfolio, ranked #51.

Newton One Investments first reported a position in SCHE in Q2 2021 and has held it in 20 quarters since. The position peaked at $149K in Q2 2021. 631 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Newton One Investments held 2,768 shares of Schwab Emerging Markets Equity ETF worth $100K as of Q2 2026.
Newton One Investments bought 4 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $143.
Schwab Emerging Markets Equity ETF made up 0.03% of Newton One Investments's portfolio in Q2 2026, its #51 holding.
Newton One Investments first reported a position in Schwab Emerging Markets Equity ETF in Q2 2021 and has held it in 20 quarters since.
Newton One Investments's Schwab Emerging Markets Equity ETF position peaked at $149K in Q2 2021.
631 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Newton One Investments's 13F filing for Q2 2026, filed 22 Jul 2026.