Private Capital Management (Florida)’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Private Capital Management (Florida)’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	$478K	Buy	13,181 +2,370	+22%	+$84.6K	0.04%	147
2026 Q1	$356K	Buy	10,811 +1,766	+20%	+$60.3K	0.04%	159
2025 Q4	$296K	Buy	9,045 +338	+4%	+$11.3K	0.03%	156
2025 Q3	$291K	Buy	8,707 +375	+5%	+$11.8K	0.03%	136
2025 Q2	$251K	Buy	8,332 +6	+0.1%	+$170	0.02%	145
2025 Q1	$230K	Sell	8,326 -240	-3%	-$6.57K	0.03%	135
2024 Q4	$228K	Sell	8,566 -1,584	-16%	-$44.7K	0.02%	132
2024 Q3	$296K	Buy	10,150 +1,481	+17%	+$40.1K	0.03%	115
2024 Q2	$230K	Hold	8,669	–	–	0.03%	127
2024 Q1	$219K	Hold	8,669	–	–	0.02%	126
2023 Q4	$215K	Buy	8,669 +83	+1%	+$2K	0.02%	136
2023 Q3	$206K	Buy	+8,586	New	+$213K	0.02%	136

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 $104B AUM 28.3% 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

Private Capital Management (Florida)'s SCHE Position: Q2 2026 in Review

Private Capital Management (Florida) increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 22% in Q2 2026, buying an estimated $84.6K and bringing the position to 13,181 shares worth $478K. The position accounts for 0.04% of the portfolio, ranked #147.

Private Capital Management (Florida) first reported a position in SCHE in Q3 2023 and has held it in 12 quarters since. 896 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Private Capital Management (Florida) held 13,181 shares of Schwab Emerging Markets Equity ETF worth $478K as of Q2 2026.
Private Capital Management (Florida) bought 2,370 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $84.6K.
Schwab Emerging Markets Equity ETF made up 0.04% of Private Capital Management (Florida)'s portfolio in Q2 2026, its #147 holding.
Private Capital Management (Florida) first reported a position in Schwab Emerging Markets Equity ETF in Q3 2023 and has held it in 12 quarters since.
896 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Private Capital Management (Florida)'s 13F filing for Q2 2026, filed 14 Aug 2026.