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

Private 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	$235K	Hold	6,490	–	–	0.05%	97
2026 Q1	$214K	Sell	6,490 -175	-3%	-$5.97K	0.06%	82
2025 Q4	$218K	Hold	6,665	–	–	0.06%	83
2025 Q3	$222K	Hold	6,665	–	–	0.06%	82
2025 Q2	$201K	Hold	6,665	–	–	0.07%	82
2025 Q1	$184K	Hold	6,665	–	–	0.07%	84
2024 Q4	$177K	Hold	6,665	–	–	0.07%	82
2024 Q3	$194K	Hold	6,665	–	–	0.08%	76
2024 Q2	$177K	Hold	6,665	–	–	0.08%	80
2024 Q1	$168K	Hold	6,665	–	–	0.08%	75
2023 Q4	$165K	Buy	+6,665	New	+$160K	0.08%	75

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

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

Private Wealth Management Group held its Schwab Emerging Markets Equity ETF (SCHE) position steady in Q2 2026 at 6,490 shares worth $235K. The position accounts for 0.05% of the portfolio, ranked #97.

Private Wealth Management Group first reported a position in SCHE in Q4 2023 and has held it in 11 quarters since. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Private Wealth Management Group held 6,490 shares of Schwab Emerging Markets Equity ETF worth $235K as of Q2 2026.
Private Wealth Management Group left its Schwab Emerging Markets Equity ETF share count unchanged in Q2 2026.
Schwab Emerging Markets Equity ETF made up 0.05% of Private Wealth Management Group's portfolio in Q2 2026, its #97 holding.
Private Wealth Management Group first reported a position in Schwab Emerging Markets Equity ETF in Q4 2023 and has held it in 11 quarters since.
892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.