Sequoia Financial Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Sequoia Financial 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	$2.96M	Sell	81,637 -3,333	-4%	-$119K	0.01%	483
2026 Q1	$2.8M	Sell	84,970 -1,431	-2%	-$48.9K	0.02%	484
2025 Q4	$2.83M	Buy	86,401 +1,872	+2%	+$62.4K	0.02%	471
2025 Q3	$2.82M	Buy	84,529 +12,921	+18%	+$407K	0.02%	435
2025 Q2	$2.16M	Sell	71,608 -128,433	-64%	-$3.64M	0.01%	451
2025 Q1	$5.52M	Buy	200,041 +16,076	+9%	+$440K	0.04%	255
2024 Q4	$4.9M	Sell	183,965 -1,718	-0.9%	-$48.5K	0.05%	257
2024 Q3	$5.42M	Sell	185,683 -3,757	-2%	-$102K	0.06%	212
2024 Q2	$5.03M	Sell	189,440 -30,646	-14%	-$799K	0.06%	190
2024 Q1	$5.56M	Sell	220,086 -17,777	-7%	-$437K	0.07%	190
2023 Q4	$5.9M	Sell	237,863 -705	-0.3%	-$17K	0.07%	197
2023 Q3	$5.71M	Sell	238,568 -1,123	-0.5%	-$27.8K	0.1%	143
2023 Q2	$5.9M	Sell	239,691 -1,333	-0.6%	-$32.6K	0.1%	147
2023 Q1	$5.91M	Sell	241,024 -17,673	-7%	-$438K	0.13%	136
2022 Q4	$6.12M	Sell	258,697 -8,144	-3%	-$190K	0.15%	125
2022 Q3	$5.98M	Sell	266,841 -16,454	-6%	-$407K	0.19%	99
2022 Q2	$7.19M	Sell	283,295 -21,034	-7%	-$550K	0.2%	92
2022 Q1	$8.45M	Buy	304,329 +5,840	+2%	+$169K	0.21%	95
2021 Q4	$8.84M	Buy	298,489 +189,069	+173%	+$5.78M	0.24%	84
2021 Q3	$3.33M	Sell	109,420 -185,054	-63%	-$5.78M	0.34%	48
2021 Q2	$9.68M	Buy	294,474 +64,043	+28%	+$2.08M	0.35%	50
2021 Q1	$7.32M	Sell	230,431 -28,295	-11%	-$922K	0.31%	51
2020 Q4	$7.93M	Sell	258,726 -1,127	-0.4%	-$32.7K	0.36%	46
2020 Q3	$6.95M	Sell	259,853 -1,877	-0.7%	-$50.1K	0.37%	43
2020 Q2	$6.37M	Buy	261,730 +24,645	+10%	+$560K	0.38%	41
2020 Q1	$4.91M	Buy	237,085 +16,326	+7%	+$408K	0.36%	41
2019 Q4	$6.04M	Buy	220,759 +12,851	+6%	+$339K	0.38%	38
2019 Q3	$5.22M	Buy	207,908 +17,289	+9%	+$440K	0.38%	38
2019 Q2	$5M	Buy	190,619 +19,196	+11%	+$497K	0.37%	43
2019 Q1	$4.46M	Sell	171,423 -163,931	-49%	-$4.15M	0.37%	44
2018 Q4	$7.89M	Buy	335,354 +51,504	+18%	+$1.25M	0.91%	21
2018 Q3	$7.3M	Buy	283,850 +23,558	+9%	+$610K	0.73%	22
2018 Q2	$6.74M	Buy	260,292 +121,025	+87%	+$3.33M	0.72%	23
2018 Q1	$4M	Buy	139,267 +17,175	+14%	+$503K	0.42%	48
2017 Q4	$3.41M	Sell	122,092 -3,405	-3%	-$93.9K	0.36%	57
2017 Q3	$3.38M	Sell	125,497 -54,797	-30%	-$1.45M	0.4%	54
2017 Q2	$4.48M	Buy	180,294 +76,535	+74%	+$1.88M	0.56%	36
2017 Q1	$2.49M	Buy	103,759 +49,157	+90%	+$1.14M	0.32%	63
2016 Q4	$1.18M	Sell	54,602 -6,665	-11%	-$149K	0.17%	91
2016 Q3	$1.41M	Sell	61,267 -95,242	-61%	-$2.15M	0.26%	62
2016 Q2	$3.33M	Sell	156,509 -2,410	-2%	-$49.5K	0.93%	24
2016 Q1	$3.3M	Sell	158,919 -85,174	-35%	-$1.6M	1.07%	20
2015 Q4	$4.76M	Buy	244,093 +36,247	+17%	+$759K	1.92%	13
2015 Q3	$4.2M	Buy	207,846 +31,430	+18%	+$688K	1.83%	15
2015 Q2	$4.34M	Buy	176,416 +39,359	+29%	+$1.01M	1.83%	12
2015 Q1	$3.34M	Buy	+137,057	New	+$3.33M	1.53%	14

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

Sequoia Financial Advisors's SCHE Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 3.9% in Q2 2026, selling an estimated $119K and leaving 81,637 shares worth $2.96M. The position accounts for 0.01% of the portfolio, ranked #483.

Sequoia Financial Advisors first reported a position in SCHE in Q1 2015 and has held it in 46 quarters since. The position peaked at $9.68M in Q2 2021. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Sequoia Financial Advisors held 81,637 shares of Schwab Emerging Markets Equity ETF worth $2.96M as of Q2 2026.
Sequoia Financial Advisors sold 3,333 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $119K.
Schwab Emerging Markets Equity ETF made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #483 holding.
Sequoia Financial Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q1 2015 and has held it in 46 quarters since.
Sequoia Financial Advisors's Schwab Emerging Markets Equity ETF position peaked at $9.68M in Q2 2021.
892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.