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OFS Enterprise’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

OFS Enterprise’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 		$553K Buy
15,260
+13
+0.1% +$464 0.14% 60
2026
Q1 		$502K Buy
+15,247
New +$521K 0.15% 62

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HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

OFS Enterprise's SCHE Position: Q2 2026 in Review

OFS Enterprise increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 0.09% in Q2 2026, buying an estimated $464 and bringing the position to 15,260 shares worth $553K. The position accounts for 0.14% of the portfolio, ranked #60.

OFS Enterprise first reported a position in SCHE in Q1 2026 and has held it in 2 quarters since. 891 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • OFS Enterprise held 15,260 shares of Schwab Emerging Markets Equity ETF worth $553K as of Q2 2026.
  • OFS Enterprise bought 13 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $464.
  • Schwab Emerging Markets Equity ETF made up 0.14% of OFS Enterprise's portfolio in Q2 2026, its #60 holding.
  • OFS Enterprise first reported a position in Schwab Emerging Markets Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 891 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on OFS Enterprise's 13F filing for Q2 2026, filed 8 Jul 2026.