Sage Financial Group’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Sage Financial 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	$1.37M	Buy	37,870 +2,607	+7%	+$93.1K	0.08%	53
2026 Q1	$1.16M	Buy	35,263 +11,150	+46%	+$381K	0.08%	52
2025 Q4	$790K	Buy	24,113 +862	+4%	+$28.7K	0.05%	58
2025 Q3	$776K	Buy	23,251 +14	+0.1%	+$441	0.05%	57
2025 Q2	$700K	Buy	23,237 +6,426	+38%	+$182K	0.05%	59
2025 Q1	$463K	Buy	16,811 +5,003	+42%	+$137K	0.04%	77
2024 Q4	$314K	Buy	11,808 +1,895	+19%	+$53.5K	0.03%	84
2024 Q3	$289K	Sell	9,913 -186	-2%	-$5.03K	0.02%	90
2024 Q2	$268K	Sell	10,099 -23	-0.2%	-$599	0.02%	93
2024 Q1	$256K	Sell	10,122 -485	-5%	-$11.9K	0.02%	94
2023 Q4	$263K	Buy	10,607 +1,290	+14%	+$31K	0.03%	92
2023 Q3	$223K	Buy	9,317 +112	+1%	+$2.77K	0.02%	96
2023 Q2	$227K	Buy	9,205 +53	+0.6%	+$1.29K	0.02%	95
2023 Q1	$224K	Sell	9,152 -1,167	-11%	-$28.9K	0.03%	94
2022 Q4	$244K	Buy	+10,319	New	+$240K	0.03%	88
2022 Q3	–	Sell	-7,936	Closed	-$201K	–	91
2022 Q2	$201K	Sell	7,936 -4,882	-38%	-$128K	0.03%	88
2022 Q1	$356K	Sell	12,818 -1,753	-12%	-$50.7K	0.04%	49
2021 Q4	$432K	Buy	+14,571	New	+$445K	0.05%	49
2020 Q1	–	Sell	-11,534	Closed	-$316K	–	70
2019 Q4	$316K	Buy	11,534 +83	+0.7%	+$2.19K	0.04%	44
2019 Q3	$288K	Sell	11,451 -4,402	-28%	-$112K	0.04%	45
2019 Q2	$416K	Sell	15,853 -69	-0.4%	-$1.79K	0.06%	47
2019 Q1	$414K	Buy	15,922 +268	+2%	+$6.79K	0.06%	48
2018 Q4	$368K	Buy	15,654 +4,299	+38%	+$104K	0.06%	48
2018 Q3	$292K	Sell	11,355 -206	-2%	-$5.34K	0.06%	32
2018 Q2	$299K	Buy	11,561 +186	+2%	+$5.11K	0.06%	31
2018 Q1	$326K	Sell	11,375 -103	-0.9%	-$3.02K	0.07%	29
2017 Q4	$321K	Sell	11,478 -271	-2%	-$7.47K	0.06%	34
2017 Q3	$316K	Sell	11,749 -1,260	-10%	-$33.4K	0.07%	29
2017 Q2	$323K	Buy	13,009 +802	+7%	+$19.7K	0.07%	29
2017 Q1	$293K	Buy	12,207 +1,163	+11%	+$27.1K	0.07%	28
2016 Q4	$238K	Buy	+11,044	New	+$247K	0.06%	29
2016 Q2	–	Sell	-11,019	Closed	-$229K	–	45
2016 Q1	$229K	Sell	11,019 -6,678	-38%	-$126K	0.08%	23
2015 Q4	$345K	Sell	17,697 -23,467	-57%	-$492K	0.11%	34
2015 Q3	$832K	Buy	41,164 +27,707	+206%	+$606K	0.3%	15
2015 Q2	$331K	Buy	+13,457	New	+$345K	0.16%	18
2015 Q1	–	Sell	-383,012	Closed	-$9.15M	–	43
2014 Q4	$9.15M	Buy	+383,012	New	+$9.57M	3.44%	5
2014 Q1	–	Sell	-8,717	Closed	-$214K	–	49
2013 Q4	$214K	Buy	+8,717	New	+$219K	0.1%	35

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

Sage Financial Group's SCHE Position: Q2 2026 in Review

Sage Financial Group increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 7.4% in Q2 2026, buying an estimated $93.1K and bringing the position to 37,870 shares worth $1.37M. The position accounts for 0.08% of the portfolio, ranked #53.

Sage Financial Group first reported a position in SCHE in Q4 2013 and has held it in 37 quarters since. The position peaked at $9.15M in Q4 2014. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Sage Financial Group held 37,870 shares of Schwab Emerging Markets Equity ETF worth $1.37M as of Q2 2026.
Sage Financial Group bought 2,607 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $93.1K.
Schwab Emerging Markets Equity ETF made up 0.08% of Sage Financial Group's portfolio in Q2 2026, its #53 holding.
Sage Financial Group first reported a position in Schwab Emerging Markets Equity ETF in Q4 2013 and has held it in 37 quarters since.
Sage Financial Group's Schwab Emerging Markets Equity ETF position peaked at $9.15M in Q4 2014.
892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Sage Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.