SWA
SCHE icon

Sightline Wealth Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Sightline Wealth 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 		$4.46M Buy
123,057
+110
+0.1% +$3.93K 1.63% 18
2026
Q1 		$4.05M Sell
122,947
-18,491
-13% -$631K 1.71% 17
2025
Q4 		$4.63M Sell
141,438
-5,926
-4% -$198K 1.97% 14
2025
Q3 		$4.92M Sell
147,364
-3,799
-3% -$120K 2.22% 11
2025
Q2 		$4.56M Buy
151,163
+5,835
+4% +$165K 2.2% 10
2025
Q1 		$4.01M Buy
145,328
+7,521
+5% +$206K 2.11% 11
2024
Q4 		$3.67M Sell
137,807
-3,787
-3% -$107K 1.98% 12
2024
Q3 		$4.13M Sell
141,594
-8,244
-6% -$223K 2.28% 9
2024
Q2 		$3.98M Sell
149,838
-3,381
-2% -$88.1K 2.48% 9
2024
Q1 		$3.87M Sell
153,219
-6,781
-4% -$167K 2.55% 9
2023
Q4 		$3.97M Buy
160,000
+4,739
+3% +$114K 3.02% 9
2023
Q3 		$3.72M Sell
155,261
-6,518
-4% -$161K 3.47% 6
2023
Q2 		$3.97M Buy
161,779
+2,482
+2% +$60.6K 3.94% 5
2023
Q1 		$3.91M Sell
159,297
-2,482
-2% -$61.5K 3.99% 5
2022
Q4 		$3.83M Sell
161,779
-164
-0.1% -$3.82K 4.13% 6
2022
Q3 		$3.68M Sell
161,943
-2,309
-1% -$57.1K 4.32% 6
2022
Q2 		$4.15M Sell
164,252
-8,520
-5% -$223K 4.06% 6
2022
Q1 		$4.8M Sell
172,772
-6,701
-4% -$194K 3.99% 7
2021
Q4 		$179K Sell
179,473
-5,053
-3% -$154K 0.16% 52
2021
Q3 		$5.62M Sell
184,526
-2,523
-1% -$78.8K 4.68% 7
2021
Q2 		$6.15M Buy
187,049
+1,829
+1% +$59.3K 5.09% 7
2021
Q1 		$5.89M Sell
185,220
-23,949
-11% -$780K 5.45% 6
2020
Q4 		$6.41M Buy
+209,169
New +$6.07M 6.32% 5

Other funds holding SCHE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sightline Wealth Advisors's SCHE Position: Q2 2026 in Review

Sightline Wealth Advisors increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 0.09% in Q2 2026, buying an estimated $3.93K and bringing the position to 123,057 shares worth $4.46M. The position accounts for 1.63% of the portfolio, ranked #18.

Sightline Wealth Advisors first reported a position in SCHE in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.41M in Q4 2020. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Sightline Wealth Advisors held 123,057 shares of Schwab Emerging Markets Equity ETF worth $4.46M as of Q2 2026.
  • Sightline Wealth Advisors bought 110 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $3.93K.
  • Schwab Emerging Markets Equity ETF made up 1.63% of Sightline Wealth Advisors's portfolio in Q2 2026, its #18 holding.
  • Sightline Wealth Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2020 and has held it in 23 quarters since.
  • Sightline Wealth Advisors's Schwab Emerging Markets Equity ETF position peaked at $6.41M in Q4 2020.
  • 892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Sightline Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.