Sand Hill Global Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Sand Hill Global Advisors’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 Q1	$784K	Sell	23,792 -348	-1%	-$11.9K	0.03%	123
2025 Q4	$791K	Buy	24,140 +348	+1%	+$11.6K	0.03%	126
2025 Q3	$794K	Hold	23,792	–	–	0.03%	123
2025 Q2	$717K	Hold	23,792	–	–	0.03%	133
2025 Q1	$656K	Sell	23,792 -150	-0.6%	-$4.11K	0.03%	132
2024 Q4	$638K	Sell	23,942 -8,776	-27%	-$248K	0.03%	129
2024 Q3	$955K	Sell	32,718 -95	-0.3%	-$2.57K	0.04%	111
2024 Q2	$872K	Buy	32,813 +1,706	+5%	+$44.5K	0.04%	116
2024 Q1	$785K	Hold	31,107	–	–	0.04%	104
2023 Q4	$771K	Hold	31,107	–	–	0.04%	106
2023 Q3	$745K	Buy	31,107 +209	+0.7%	+$5.18K	0.04%	100
2023 Q2	$761K	Hold	30,898	–	–	0.04%	101
2023 Q1	$758K	Hold	30,898	–	–	0.04%	102
2022 Q4	$731K	Hold	30,898	–	–	0.04%	105
2022 Q3	$692K	Hold	30,898	–	–	0.04%	103
2022 Q2	$784K	Hold	30,898	–	–	0.04%	103
2022 Q1	$858K	Hold	30,898	–	–	0.05%	94
2021 Q4	$915K	Hold	30,898	–	–	0.05%	93
2021 Q3	$942K	Buy	+30,898	New	+$965K	0.06%	92

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

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

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

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

OWM

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Sand Hill Global Advisors's SCHE Position: Q1 2026 in Review

Sand Hill Global Advisors reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 1.4% in Q1 2026, selling an estimated $11.9K and leaving 23,792 shares worth $784K. The position accounts for 0.03% of the portfolio, ranked #123.

Sand Hill Global Advisors first reported a position in SCHE in Q3 2021 and has held it in 19 quarters since. The position peaked at $955K in Q3 2024. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

Sand Hill Global Advisors held 23,792 shares of Schwab Emerging Markets Equity ETF worth $784K as of Q1 2026.
Sand Hill Global Advisors sold 348 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $11.9K.
Schwab Emerging Markets Equity ETF made up 0.03% of Sand Hill Global Advisors's portfolio in Q1 2026, its #123 holding.
Sand Hill Global Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q3 2021 and has held it in 19 quarters since.
Sand Hill Global Advisors's Schwab Emerging Markets Equity ETF position peaked at $955K in Q3 2024.
864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Sand Hill Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.