SageView Advisory Group’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

SageView Advisory 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
2025 Q4	$110M	Sell	3,358,935 -351,347	-9%	-$11.7M	3.72%	6
2025 Q3	$124M	Sell	3,710,282 -54,014	-1%	-$1.7M	4.27%	6
2025 Q2	$116M	Buy	3,764,296 +178,191	+5%	+$5.05M	4.39%	6
2025 Q1	$98.9M	Buy	3,586,105 +108,331	+3%	+$2.97M	4.22%	6
2024 Q4	$92.6M	Buy	3,477,774 +634,282	+22%	+$17.9M	3.99%	7
2024 Q3	$83M	Sell	2,843,492 -365,699	-11%	-$9.9M	4.21%	6
2024 Q2	$85.2M	Buy	+3,209,191	New	+$83.6M	3.96%	6
2024 Q1	–	Sell	-3,273,046	Closed	-$78.4M	–	754
2023 Q4	$78.4M	Buy	3,273,046 +707,680	+28%	+$17M	3.37%	7
2023 Q3	$61.4M	Buy	2,565,366 +157,346	+7%	+$3.9M	3.52%	7
2023 Q2	$59.3M	Buy	2,408,020 +302,974	+14%	+$7.4M	3.3%	7
2023 Q1	$51.6M	Buy	2,105,046 +583,422	+38%	+$14.5M	3.29%	6
2022 Q4	$36M	Buy	+1,521,624	New	+$35.4M	2.93%	7

Other funds holding SCHE

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

SageView Advisory Group's SCHE Position: Q4 2025 in Review

SageView Advisory Group reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 9.5% in Q4 2025, selling an estimated $11.7M and leaving 3,358,935 shares worth $110M. The position accounts for 3.72% of the portfolio, ranked #6.

SageView Advisory Group first reported a position in SCHE in Q4 2022 and has held it in 12 quarters since. The position peaked at $124M in Q3 2025. 833 funds tracked by Wall St. Rank hold SCHE as of Q4 2025.

SageView Advisory Group held 3,358,935 shares of Schwab Emerging Markets Equity ETF worth $110M as of Q4 2025.
SageView Advisory Group sold 351,347 Schwab Emerging Markets Equity ETF shares in Q4 2025, an estimated $11.7M.
Schwab Emerging Markets Equity ETF made up 3.72% of SageView Advisory Group's portfolio in Q4 2025, its #6 holding.
SageView Advisory Group first reported a position in Schwab Emerging Markets Equity ETF in Q4 2022 and has held it in 12 quarters since.
SageView Advisory Group's Schwab Emerging Markets Equity ETF position peaked at $124M in Q3 2025.
833 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.