Schneider Downs Wealth Management Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Schneider Downs Wealth Management 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 Q2	$2.21M	Sell	60,826 -5,777	-9%	-$206K	0.21%	53
2026 Q1	$2.19M	Buy	66,603 +5,093	+8%	+$174K	0.24%	46
2025 Q4	$2.01M	Sell	61,510 -255	-0.4%	-$8.5K	0.23%	52
2025 Q3	$2.06M	Sell	61,765 -17,295	-22%	-$545K	0.24%	48
2025 Q2	$2.38M	Buy	79,060 +13,724	+21%	+$389K	0.36%	39
2025 Q1	$1.8M	Sell	65,336 -29,655	-31%	-$812K	0.33%	40
2024 Q4	$2.53M	Sell	94,991 -2,400	-2%	-$67.8K	0.48%	30
2024 Q3	$2.84M	Sell	97,391 -2,820	-3%	-$76.3K	0.58%	26
2024 Q2	$2.66M	Sell	100,211 -1,503	-1%	-$39.2K	0.59%	27
2024 Q1	$2.57M	Sell	101,714 -8,971	-8%	-$220K	0.59%	27
2023 Q4	$2.74M	Sell	110,685 -10,720	-9%	-$258K	0.71%	24
2023 Q3	$2.91M	Sell	121,405 -1,756	-1%	-$43.5K	0.67%	24
2023 Q2	$3.03M	Sell	123,161 -14,107	-10%	-$345K	0.69%	24
2023 Q1	$3.37M	Buy	137,268 +8,245	+6%	+$204K	0.69%	22
2022 Q4	$3.05M	Buy	129,023 +64,908	+101%	+$1.51M	0.67%	22
2022 Q3	$1.44M	Buy	64,115 +4,224	+7%	+$104K	0.42%	29
2022 Q2	$1.52M	Sell	59,891 -70,261	-54%	-$1.84M	0.42%	29
2022 Q1	$3.61M	Sell	130,152 -128,405	-50%	-$3.72M	0.92%	19
2021 Q4	$7.66M	Buy	258,557 +145,916	+130%	+$4.46M	1.83%	11
2021 Q3	$3.43M	Buy	112,641 +1,330	+1%	+$41.6K	0.89%	19
2021 Q2	$3.66M	Sell	111,311 -47,340	-30%	-$1.54M	0.95%	18
2021 Q1	$5.04M	Buy	158,651 +21,699	+16%	+$707K	1.23%	12
2020 Q4	$4.2M	Buy	136,952 +8,536	+7%	+$248K	1.17%	15
2020 Q3	$3.44M	Buy	128,416 +4,266	+3%	+$114K	1.15%	15
2020 Q2	$3.02M	Sell	124,150 -23,110	-16%	-$525K	1.03%	14
2020 Q1	$3.05M	Buy	147,260 +13,874	+10%	+$347K	1.12%	16
2019 Q4	$3.65M	Buy	133,386 +19,606	+17%	+$517K	1.09%	10
2019 Q3	$2.86M	Buy	113,780 +5,707	+5%	+$145K	0.89%	11
2019 Q2	$2.84M	Buy	108,073 +5,935	+6%	+$154K	0.99%	11
2019 Q1	$2.66M	Sell	102,138 -4,354	-4%	-$110K	1%	11
2018 Q4	$2.51M	Buy	106,492 +83,196	+357%	+$2.02M	1.08%	10
2018 Q3	$599K	Buy	23,296 +2,380	+11%	+$61.7K	0.38%	26
2018 Q2	$542K	Buy	20,916 +991	+5%	+$27.2K	0.36%	25
2018 Q1	$572K	Sell	19,925 -871	-4%	-$25.5K	0.32%	23
2017 Q4	$581K	Buy	20,796 +1,694	+9%	+$46.7K	0.34%	19
2017 Q3	$514K	Buy	19,102 +2,505	+15%	+$66.3K	0.33%	20
2017 Q2	$412K	Buy	16,597 +6,937	+72%	+$171K	0.27%	24
2017 Q1	$232K	Buy	+9,660	New	+$225K	0.16%	37

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

Schneider Downs Wealth Management Advisors's SCHE Position: Q2 2026 in Review

Schneider Downs Wealth Management Advisors reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 8.7% in Q2 2026, selling an estimated $206K and leaving 60,826 shares worth $2.21M. The position accounts for 0.21% of the portfolio, ranked #53.

Schneider Downs Wealth Management Advisors first reported a position in SCHE in Q1 2017 and has held it in 38 quarters since. The position peaked at $7.66M in Q4 2021. 898 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Schneider Downs Wealth Management Advisors held 60,826 shares of Schwab Emerging Markets Equity ETF worth $2.21M as of Q2 2026.
Schneider Downs Wealth Management Advisors sold 5,777 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $206K.
Schwab Emerging Markets Equity ETF made up 0.21% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #53 holding.
Schneider Downs Wealth Management Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q1 2017 and has held it in 38 quarters since.
Schneider Downs Wealth Management Advisors's Schwab Emerging Markets Equity ETF position peaked at $7.66M in Q4 2021.
898 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.