Parsonex Advisory Services’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Parsonex Advisory Services’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	$749K	Sell	20,647 -1,018	-5%	-$36.3K	0.65%	29
2026 Q1	$714K	Sell	21,665 -1,829	-8%	-$62.4K	0.7%	28
2025 Q4	$769K	Buy	23,494 +753	+3%	+$25.1K	0.49%	46
2025 Q3	$759K	Buy	22,741 +107	+0.5%	+$3.37K	0.52%	46
2025 Q2	$682K	Buy	+22,634	New	+$641K	0.57%	44

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

Parsonex Advisory Services's SCHE Position: Q2 2026 in Review

Parsonex Advisory Services reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 4.7% in Q2 2026, selling an estimated $36.3K and leaving 20,647 shares worth $749K. The position accounts for 0.65% of the portfolio, ranked #29.

Parsonex Advisory Services first reported a position in SCHE in Q2 2025 and has held it in 5 quarters since. The position peaked at $769K in Q4 2025. 890 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Parsonex Advisory Services held 20,647 shares of Schwab Emerging Markets Equity ETF worth $749K as of Q2 2026.
Parsonex Advisory Services sold 1,018 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $36.3K.
Schwab Emerging Markets Equity ETF made up 0.65% of Parsonex Advisory Services's portfolio in Q2 2026, its #29 holding.
Parsonex Advisory Services first reported a position in Schwab Emerging Markets Equity ETF in Q2 2025 and has held it in 5 quarters since.
Parsonex Advisory Services's Schwab Emerging Markets Equity ETF position peaked at $769K in Q4 2025.
890 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Parsonex Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.