OneDigital Investment Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

OneDigital Investment 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	$1.57M	Buy	43,182 +514	+1%	+$18.4K	0.01%	586
2026 Q1	$1.41M	Sell	42,668 -528	-1%	-$18K	0.01%	577
2025 Q4	$1.41M	Sell	43,196 -639	-1%	-$21.3K	0.01%	567
2025 Q3	$1.46M	Sell	43,835 -5,585	-11%	-$176K	0.02%	535
2025 Q2	$1.49M	Sell	49,420 -1,057	-2%	-$29.9K	0.02%	518
2025 Q1	$1.39M	Sell	50,477 -7,789	-13%	-$213K	0.02%	511
2024 Q4	$1.55M	Sell	58,266 -18,191	-24%	-$514K	0.02%	492
2024 Q3	$2.23M	Sell	76,457 -12,919	-14%	-$350K	0.03%	409
2024 Q2	$2.37M	Sell	89,376 -23,621	-21%	-$616K	0.03%	377
2024 Q1	$2.85M	Sell	112,997 -80,580	-42%	-$1.98M	0.04%	267
2023 Q4	$4.8M	Sell	193,577 -217,862	-53%	-$5.24M	0.08%	190
2023 Q3	$9.85M	Sell	411,439 -312,756	-43%	-$7.75M	0.21%	100
2023 Q2	$17.8M	Buy	724,195 +6,057	+0.8%	+$148K	0.39%	58
2023 Q1	$17.6M	Buy	718,138 +21,662	+3%	+$537K	0.41%	55
2022 Q4	$16.5M	Sell	696,476 -197,069	-22%	-$4.59M	0.48%	46
2022 Q3	$20M	Buy	893,545 +820,736	+1,127%	+$20.3M	0.74%	28
2022 Q2	$1.85M	Buy	72,809 +4,692	+7%	+$123K	0.08%	165
2022 Q1	$1.89M	Sell	68,117 -753	-1%	-$21.8K	0.07%	169
2021 Q4	$2.04M	Sell	68,870 -8,386	-11%	-$256K	0.07%	167
2021 Q3	$2.35M	Sell	77,256 -12,900	-14%	-$403K	0.09%	141
2021 Q2	$2.96M	Buy	90,156 +4,875	+6%	+$158K	0.12%	111
2021 Q1	$2.71M	Buy	85,281 +13,452	+19%	+$438K	0.13%	114
2020 Q4	$2.2M	Buy	71,829 +4,549	+7%	+$132K	0.11%	129
2020 Q3	$1.8M	Sell	67,280 -3,224	-5%	-$86.1K	0.12%	134
2020 Q2	$1.72M	Buy	70,504 +2,137	+3%	+$48.6K	0.12%	150
2020 Q1	$1.42M	Sell	68,367 -120,781	-64%	-$3.02M	0.13%	152
2019 Q4	$5.18M	Buy	189,148 +6,444	+4%	+$170K	0.41%	55
2019 Q3	$4.59M	Sell	182,704 -150,331	-45%	-$3.83M	0.41%	54
2019 Q2	$8.74M	Buy	333,035 +165,714	+99%	+$4.29M	0.68%	28
2019 Q1	$4.35M	Buy	167,321 +1,778	+1%	+$45.1K	0.64%	38
2018 Q4	$3.9M	Buy	165,543 +117,405	+244%	+$2.84M	0.66%	35
2018 Q3	$1.24M	Sell	48,138 -1,210	-2%	-$31.3K	0.29%	53
2018 Q2	$1.28M	Buy	49,348 +14,578	+42%	+$401K	0.27%	57
2018 Q1	$998K	Buy	34,770 +7,673	+28%	+$225K	0.22%	76
2017 Q4	$757K	Buy	27,097 +5,220	+24%	+$144K	0.09%	93
2017 Q3	$589K	Buy	21,877 +6,215	+40%	+$165K	0.22%	67
2017 Q2	$389K	Buy	+15,662	New	+$385K	0.12%	134

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

OneDigital Investment Advisors's SCHE Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 1.2% in Q2 2026, buying an estimated $18.4K and bringing the position to 43,182 shares worth $1.57M. The position accounts for 0.01% of the portfolio, ranked #586.

OneDigital Investment Advisors first reported a position in SCHE in Q2 2017 and has held it in 37 quarters since. The position peaked at $20M in Q3 2022. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

OneDigital Investment Advisors held 43,182 shares of Schwab Emerging Markets Equity ETF worth $1.57M as of Q2 2026.
OneDigital Investment Advisors bought 514 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $18.4K.
Schwab Emerging Markets Equity ETF made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #586 holding.
OneDigital Investment Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q2 2017 and has held it in 37 quarters since.
OneDigital Investment Advisors's Schwab Emerging Markets Equity ETF position peaked at $20M in Q3 2022.
892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.