PVI
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Pine Valley Investments’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Pine Valley Investments’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 		$646K Buy
17,810
+3,611
+25% +$129K 0.03% 362
2026
Q1 		$468K Buy
14,199
+185
+1% +$6.32K 0.02% 392
2025
Q4 		$459K Buy
14,014
+1,296
+10% +$43.2K 0.02% 373
2025
Q3 		$424K Buy
12,718
+727
+6% +$22.9K 0.02% 377
2025
Q2 		$361K Buy
11,991
+287
+2% +$8.13K 0.02% 393
2025
Q1 		$323K Buy
11,704
+2,708
+30% +$74.1K 0.02% 403
2024
Q4 		$240K Buy
+8,996
New +$254K 0.01% 458

Other funds holding SCHE

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Pine Valley Investments's SCHE Position: Q2 2026 in Review

Pine Valley Investments increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 25% in Q2 2026, buying an estimated $129K and bringing the position to 17,810 shares worth $646K. The position accounts for 0.03% of the portfolio, ranked #362.

Pine Valley Investments first reported a position in SCHE in Q4 2024 and has held it in 7 quarters since. 527 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Pine Valley Investments held 17,810 shares of Schwab Emerging Markets Equity ETF worth $646K as of Q2 2026.
  • Pine Valley Investments bought 3,611 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $129K.
  • Schwab Emerging Markets Equity ETF made up 0.03% of Pine Valley Investments's portfolio in Q2 2026, its #362 holding.
  • Pine Valley Investments first reported a position in Schwab Emerging Markets Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • 527 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.