Sierra Ocean’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Sierra Ocean’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	$8.21M	Buy	226,424 +5,520	+2%	+$197K	5.68%	7
2026 Q1	$7.28M	Sell	220,904 -4,910	-2%	-$168K	5.97%	7
2025 Q4	$7.4M	Buy	225,814 +6,583	+3%	+$220K	6.12%	7
2025 Q3	$7.32M	Sell	219,231 -61,618	-22%	-$1.94M	6.15%	7
2025 Q2	$8.46M	Buy	280,849 +8,028	+3%	+$227K	6.1%	6
2025 Q1	$7.52M	Buy	272,821 +16,136	+6%	+$442K	5.94%	5
2024 Q4	$6.84M	Buy	+256,685	New	+$7.25M	5.58%	5

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

Sierra Ocean's SCHE Position: Q2 2026 in Review

Sierra Ocean increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 2.5% in Q2 2026, buying an estimated $197K and bringing the position to 226,424 shares worth $8.21M. The position accounts for 5.68% of the portfolio, ranked #7.

Sierra Ocean first reported a position in SCHE in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.46M in Q2 2025. 896 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Sierra Ocean held 226,424 shares of Schwab Emerging Markets Equity ETF worth $8.21M as of Q2 2026.
Sierra Ocean bought 5,520 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $197K.
Schwab Emerging Markets Equity ETF made up 5.68% of Sierra Ocean's portfolio in Q2 2026, its #7 holding.
Sierra Ocean first reported a position in Schwab Emerging Markets Equity ETF in Q4 2024 and has held it in 7 quarters since.
Sierra Ocean's Schwab Emerging Markets Equity ETF position peaked at $8.46M in Q2 2025.
896 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Sierra Ocean's 13F filing for Q2 2026, filed 7 Aug 2026.