Pioneer Wealth Management Group’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Pioneer Wealth Management 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 Q3	$3.23M	Sell	88,642 -16,533	-16%	-$604K	0.76%	19
2026 Q2	$3.81M	Sell	105,175 -6,273	-6%	-$224K	0.92%	17
2026 Q1	$3.67M	Buy	111,448 +403	+0.4%	+$13.8K	1.03%	14
2025 Q4	$3.64M	Buy	111,045 +8,566	+8%	+$286K	1.1%	12
2025 Q3	$3.42M	Sell	102,479 -2,311	-2%	-$72.8K	1.1%	12
2025 Q2	$3.16M	Buy	104,790 +13,491	+15%	+$382K	1.17%	12
2025 Q1	$2.52M	Buy	+91,299	New	+$2.5M	1.08%	14
2024 Q3	$2.98M	Sell	102,041 -5,734	-5%	-$155K	1.42%	15
2024 Q2	$2.86M	Sell	107,775 -8,274	-7%	-$216K	1.52%	16
2024 Q1	$2.93M	Sell	116,049 -12,348	-10%	-$303K	1.68%	16
2023 Q4	$3.18M	Sell	128,397 -40,381	-24%	-$971K	1.98%	13
2023 Q3	$4.04M	Sell	168,778 -20,659	-11%	-$512K	3.08%	12
2023 Q2	$4.67M	Buy	189,437 +3,950	+2%	+$96.5K	3.71%	11
2023 Q1	$4.55M	Buy	185,487 +1,658	+0.9%	+$41.1K	4.05%	11
2022 Q4	$4.35M	Buy	+183,829	New	+$4.28M	4.1%	10

Other funds holding SCHE

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

RBWA

RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return

Pioneer Wealth Management Group's SCHE Position: Q3 2026 in Review

Pioneer Wealth Management Group reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 16% in Q3 2026, selling an estimated $604K and leaving 88,642 shares worth $3.23M. The position accounts for 0.76% of the portfolio, ranked #19.

Pioneer Wealth Management Group first reported a position in SCHE in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.67M in Q2 2023. 96 funds tracked by Wall St. Rank hold SCHE as of Q3 2026.

Pioneer Wealth Management Group held 88,642 shares of Schwab Emerging Markets Equity ETF worth $3.23M as of Q3 2026.
Pioneer Wealth Management Group sold 16,533 Schwab Emerging Markets Equity ETF shares in Q3 2026, an estimated $604K.
Schwab Emerging Markets Equity ETF made up 0.76% of Pioneer Wealth Management Group's portfolio in Q3 2026, its #19 holding.
Pioneer Wealth Management Group first reported a position in Schwab Emerging Markets Equity ETF in Q4 2022 and has held it in 15 quarters since.
Pioneer Wealth Management Group's Schwab Emerging Markets Equity ETF position peaked at $4.67M in Q2 2023.
96 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2026.

Based on Pioneer Wealth Management Group's 13F filing for Q3 2026, filed 9 Oct 2026.