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

Portside Wealth 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 		$680K Buy
18,762
+5,199
+38% +$186K 0.08% 245
2026
Q1 		$447K Buy
+13,563
New +$463K 0.06% 280
2024
Q2 		– Sell
-9,473
Closed -$239K – 392
2024
Q1 		$239K Buy
+9,473
New +$233K 0.04% 317

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 $103B AUM 28.65% 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

Portside Wealth Group's SCHE Position: Q2 2026 in Review

Portside Wealth Group increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 38% in Q2 2026, buying an estimated $186K and bringing the position to 18,762 shares worth $680K. The position accounts for 0.08% of the portfolio, ranked #245.

Portside Wealth Group first reported a position in SCHE in Q1 2024 and has held it in 3 quarters since. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Portside Wealth Group held 18,762 shares of Schwab Emerging Markets Equity ETF worth $680K as of Q2 2026.
  • Portside Wealth Group bought 5,199 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $186K.
  • Schwab Emerging Markets Equity ETF made up 0.08% of Portside Wealth Group's portfolio in Q2 2026, its #245 holding.
  • Portside Wealth Group first reported a position in Schwab Emerging Markets Equity ETF in Q1 2024 and has held it in 3 quarters since.
  • 892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.