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 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

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

Pioneer Wealth Management Group's SCHE Position: Q2 2026 in Review

Pioneer Wealth Management Group reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 5.6% in Q2 2026, selling an estimated $224K and leaving 105,175 shares worth $3.81M. The position accounts for 0.92% of the portfolio, ranked #17.

Pioneer Wealth Management Group first reported a position in SCHE in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.67M in Q2 2023. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Pioneer Wealth Management Group held 105,175 shares of Schwab Emerging Markets Equity ETF worth $3.81M as of Q2 2026.
Pioneer Wealth Management Group sold 6,273 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $224K.
Schwab Emerging Markets Equity ETF made up 0.92% of Pioneer Wealth Management Group's portfolio in Q2 2026, its #17 holding.
Pioneer Wealth Management Group first reported a position in Schwab Emerging Markets Equity ETF in Q4 2022 and has held it in 14 quarters since.
Pioneer Wealth Management Group's Schwab Emerging Markets Equity ETF position peaked at $4.67M in Q2 2023.
892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Pioneer Wealth Management Group's 13F filing for Q2 2026, filed 7 Jul 2026.