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
2026 Q2	$115M	Sell	3,169,433 -196,375	-6%	-$7.01M	3.77%	6
2026 Q1	$111M	Buy	3,365,808 +6,873	+0.2%	+$235K	4.05%	6
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 $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

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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

SageView Advisory Group's SCHE Position: Q2 2026 in Review

SageView Advisory Group reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 5.8% in Q2 2026, selling an estimated $7.01M and leaving 3,169,433 shares worth $115M. The position accounts for 3.77% of the portfolio, ranked #6.

SageView Advisory Group first reported a position in SCHE in Q4 2022 and has held it in 14 quarters since. The position peaked at $124M in Q3 2025. 896 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

SageView Advisory Group held 3,169,433 shares of Schwab Emerging Markets Equity ETF worth $115M as of Q2 2026.
SageView Advisory Group sold 196,375 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $7.01M.
Schwab Emerging Markets Equity ETF made up 3.77% of SageView Advisory Group's portfolio in Q2 2026, its #6 holding.
SageView Advisory Group first reported a position in Schwab Emerging Markets Equity ETF in Q4 2022 and has held it in 14 quarters since.
SageView Advisory Group's Schwab Emerging Markets Equity ETF position peaked at $124M in Q3 2025.
896 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.