Rockefeller Capital Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Rockefeller Capital Management’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	$744K	Sell	20,525 -7,020	-25%	-$251K	﹤0.01%	1877
2026 Q1	$908K	Buy	27,545 +2,287	+9%	+$78.1K	﹤0.01%	1651
2025 Q4	$827K	Buy	25,258 +915	+4%	+$30.5K	﹤0.01%	1639
2025 Q3	$812K	Buy	24,343 +1,449	+6%	+$45.6K	﹤0.01%	1528
2025 Q2	$690K	Buy	22,894 +11,292	+97%	+$320K	﹤0.01%	1451
2025 Q1	$320K	Buy	+11,602	New	+$318K	﹤0.01%	1586
2023 Q1	–	Sell	-5,913	Closed	-$139K	–	3559
2022 Q4	$139K	Buy	5,913 +1,649	+39%	+$38.4K	﹤0.01%	1848
2022 Q3	$95K	Buy	4,264 +1,493	+54%	+$36.9K	﹤0.01%	2021
2022 Q2	$69K	Sell	2,771 -2,974	-52%	-$77.7K	﹤0.01%	2138
2022 Q1	$159K	Buy	5,745 +4,073	+244%	+$118K	﹤0.01%	1787
2021 Q4	$49K	Sell	1,672 -85	-5%	-$2.6K	﹤0.01%	2233
2021 Q3	$53K	Buy	1,757 +97	+6%	+$3.03K	﹤0.01%	2115
2021 Q2	$53K	Buy	1,660 +659	+66%	+$21.4K	﹤0.01%	2050
2021 Q1	$31K	Buy	1,001 +568	+131%	+$18.5K	﹤0.01%	2097
2020 Q4	$13K	Hold	433	–	–	﹤0.01%	2160
2020 Q3	$11K	Hold	433	–	–	﹤0.01%	1992
2020 Q2	$11K	Sell	433 -656	-60%	-$14.9K	﹤0.01%	1871
2020 Q1	$23K	Buy	1,089 +576	+112%	+$14.4K	﹤0.01%	1467
2019 Q4	$14K	Hold	513	–	–	﹤0.01%	1512
2019 Q3	$13K	Hold	513	–	–	﹤0.01%	1348
2019 Q2	$13K	Buy	+513	New	+$13.3K	﹤0.01%	1158

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

Rockefeller Capital Management's SCHE Position: Q2 2026 in Review

Rockefeller Capital Management reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 25% in Q2 2026, selling an estimated $251K and leaving 20,525 shares worth $744K. The position accounts for ﹤0.01% of the portfolio, ranked #1877.

Rockefeller Capital Management first reported a position in SCHE in Q2 2019 and has held it in 21 quarters since. The position peaked at $908K in Q1 2026. 899 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Rockefeller Capital Management held 20,525 shares of Schwab Emerging Markets Equity ETF worth $744K as of Q2 2026.
Rockefeller Capital Management sold 7,020 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $251K.
Schwab Emerging Markets Equity ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1877 holding.
Rockefeller Capital Management first reported a position in Schwab Emerging Markets Equity ETF in Q2 2019 and has held it in 21 quarters since.
Rockefeller Capital Management's Schwab Emerging Markets Equity ETF position peaked at $908K in Q1 2026.
899 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.