OCG
SCHE icon

Opus Capital Group’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Opus Capital 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 		$1.72M Buy
+47,450
New +$1.69M 0.17% 48
2026
Q1 		– Sell
-50,524
Closed -$1.66M – 142
2025
Q4 		$1.66M Sell
50,524
-54
-0.1% -$1.8K 0.18% 47
2025
Q3 		$1.69M Buy
50,578
+671
+1% +$21.1K 0.19% 44
2025
Q2 		$1.5M Sell
49,907
-2,885
-5% -$81.7K 0.18% 46
2025
Q1 		$1.46M Sell
52,792
-8,965
-15% -$245K 0.19% 40
2024
Q4 		$1.65M Buy
61,757
+101
+0.2% +$2.85K 0.21% 40
2024
Q3 		$1.8M Sell
61,656
-342
-0.6% -$9.26K 0.22% 39
2024
Q2 		$1.65M Sell
61,998
-50
-0.1% -$1.3K 0.23% 39
2024
Q1 		$1.57M Buy
+62,048
New +$1.52M 0.23% 40
2021
Q3 		– Sell
-32,633
Closed -$1.07M – 107
2021
Q2 		$1.07M Buy
32,633
+688
+2% +$22.3K 0.24% 41
2021
Q1 		$1.01M Sell
31,945
-126
-0.4% -$4.1K 0.24% 39
2020
Q4 		$983K Buy
32,071
+6,829
+27% +$198K 0.25% 43
2020
Q3 		$675K Buy
+25,242
New +$674K 0.2% 54
2020
Q1 		– Sell
-25,183
Closed -$689K – 136
2019
Q4 		$689K Buy
+25,183
New +$664K 0.2% 61

Other funds holding SCHE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

Opus Capital Group's SCHE Position: Q2 2026 in Review

Opus Capital Group opened a new position in Schwab Emerging Markets Equity ETF (SCHE) in Q2 2026: 47,450 shares worth $1.72M. The stake represents 0.17% of the portfolio and ranks #48 among its holdings. This is a return to the name: Opus Capital Group previously reported a position in SCHE as recently as Q4 2025.

Opus Capital Group first reported a position in SCHE in Q4 2019 and has held it in 14 quarters since. The position peaked at $1.8M in Q3 2024. 896 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Opus Capital Group held 47,450 shares of Schwab Emerging Markets Equity ETF worth $1.72M as of Q2 2026.
  • Schwab Emerging Markets Equity ETF was a new Opus Capital Group position in Q2 2026.
  • Schwab Emerging Markets Equity ETF made up 0.17% of Opus Capital Group's portfolio in Q2 2026, its #48 holding.
  • Opus Capital Group first reported a position in Schwab Emerging Markets Equity ETF in Q4 2019 and has held it in 14 quarters since.
  • Opus Capital Group's Schwab Emerging Markets Equity ETF position peaked at $1.8M in Q3 2024.
  • 896 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Opus Capital Group's 13F filing for Q2 2026, filed 31 Jul 2026.