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Signature Estate & Investment Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Signature Estate & Investment 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 		$694K Buy
19,143
+390
+2% +$13.9K 0.01% 369
2026
Q1 		$618K Buy
18,753
+1,542
+9% +$52.6K 0.01% 375
2025
Q4 		$564K Buy
17,211
+290
+2% +$9.67K 0.01% 369
2025
Q3 		$565K Sell
16,921
-15,818
-48% -$498K 0.01% 362
2025
Q2 		$987K Buy
32,739
+579
+2% +$16.4K 0.02% 236
2025
Q1 		$887K Sell
32,160
-43
-0.1% -$1.18K 0.02% 239
2024
Q4 		$858K Sell
32,203
-526
-2% -$14.8K 0.02% 244
2024
Q3 		$955K Buy
32,729
+554
+2% +$15K 0.02% 211
2024
Q2 		$855K Buy
+32,175
New +$839K 0.02% 219
2023
Q3 		– Sell
-9,922
Closed -$244K – 177
2023
Q2 		$244K Buy
9,922
+100
+1% +$2.44K 0.01% 161
2023
Q1 		$241K Sell
9,822
-1,323
-12% -$32.8K 0.01% 163
2022
Q4 		$264K Buy
+11,145
New +$259K 0.01% 159

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 $103B AUM 28.65% 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

Signature Estate & Investment Advisors's SCHE Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 2.1% in Q2 2026, buying an estimated $13.9K and bringing the position to 19,143 shares worth $694K. The position accounts for 0.01% of the portfolio, ranked #369.

Signature Estate & Investment Advisors first reported a position in SCHE in Q4 2022 and has held it in 12 quarters since. The position peaked at $987K in Q2 2025. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Signature Estate & Investment Advisors held 19,143 shares of Schwab Emerging Markets Equity ETF worth $694K as of Q2 2026.
  • Signature Estate & Investment Advisors bought 390 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $13.9K.
  • Schwab Emerging Markets Equity ETF made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #369 holding.
  • Signature Estate & Investment Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2022 and has held it in 12 quarters since.
  • Signature Estate & Investment Advisors's Schwab Emerging Markets Equity ETF position peaked at $987K in Q2 2025.
  • 892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.