Oak Family Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Oak Family Advisors’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	$5.33M	Sell	146,906 -1,283	-0.9%	-$45.8K	1.36%	26
2026 Q1	$4.88M	Buy	+148,189	New	+$5.06M	1.37%	30
2024 Q2	–	Sell	-123,083	Closed	-$3.11M	–	134
2024 Q1	$3.11M	Buy	123,083 +63,532	+107%	+$1.56M	1.19%	31
2023 Q4	$1.48M	Sell	59,551 -74,271	-55%	-$1.79M	0.62%	47
2023 Q3	$3.2M	Sell	133,822 -38,860	-23%	-$962K	1.51%	26
2023 Q2	$4.25M	Sell	172,682 -81,656	-32%	-$2M	2.01%	20
2023 Q1	$6.24M	Sell	254,338 -556	-0.2%	-$13.8K	3.07%	6
2022 Q4	$6.03M	Buy	+254,894	New	+$5.93M	3.23%	4
2022 Q3	–	Sell	-31,960	Closed	-$811K	–	131
2022 Q2	$811K	Buy	+31,960	New	+$835K	0.41%	55
2021 Q4	–	Sell	-9,852	Closed	-$300K	–	157
2021 Q3	$300K	Sell	9,852 -1,482	-13%	-$46.3K	0.11%	115
2021 Q2	$373K	Buy	+11,334	New	+$368K	0.16%	76
2021 Q1	–	Sell	-10,124	Closed	-$310K	–	101
2020 Q4	$310K	Buy	+10,124	New	+$294K	0.16%	79

Other funds holding SCHE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SAG

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

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Oak Family Advisors's SCHE Position: Q2 2026 in Review

Oak Family Advisors reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 0.87% in Q2 2026, selling an estimated $45.8K and leaving 146,906 shares worth $5.33M. The position accounts for 1.36% of the portfolio, ranked #26.

Oak Family Advisors first reported a position in SCHE in Q4 2020 and has held it in 12 quarters since. The position peaked at $6.24M in Q1 2023. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Oak Family Advisors held 146,906 shares of Schwab Emerging Markets Equity ETF worth $5.33M as of Q2 2026.
Oak Family Advisors sold 1,283 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $45.8K.
Schwab Emerging Markets Equity ETF made up 1.36% of Oak Family Advisors's portfolio in Q2 2026, its #26 holding.
Oak Family Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2020 and has held it in 12 quarters since.
Oak Family Advisors's Schwab Emerging Markets Equity ETF position peaked at $6.24M in Q1 2023.
892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Oak Family Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.