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Silver Oak Securities’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Silver Oak Securities’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 		$1.54M Buy
42,601
+617
+1% +$22K 0.09% 211
2026
Q1 		$1.38M Sell
41,984
-710
-2% -$24.2K 0.1% 205
2025
Q4 		$1.4M Sell
42,694
-1,506
-3% -$50.2K 0.09% 215
2025
Q3 		$1.47M Sell
44,200
-407
-0.9% -$12.8K 0.11% 186
2025
Q2 		$1.34M Sell
44,607
-1,388
-3% -$39.3K 0.11% 196
2025
Q1 		$1.27M Buy
45,995
+3,642
+9% +$99.7K 0.12% 189
2024
Q4 		$1.13M Buy
42,353
+1,891
+5% +$53.4K 0.11% 205
2024
Q3 		$1.19M Buy
40,462
+32,323
+397% +$875K 0.13% 173
2024
Q2 		$216K Buy
8,139
+100
+1% +$2.61K 0.03% 365
2024
Q1 		$203K Sell
8,039
-26,363
-77% -$648K 0.03% 373
2023
Q4 		$853K Buy
34,402
+28,777
+512% +$692K 0.11% 190
2023
Q3 		$135K Sell
5,625
-6,860
-55% -$170K 0.03% 330
2023
Q2 		$308K Buy
+12,485
New +$305K 0.05% 327
2022
Q4 		– Sell
-5,625
Closed -$135K – 450
2022
Q3 		$135K Buy
+5,625
New +$139K 0.03% 330

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

Silver Oak Securities's SCHE Position: Q2 2026 in Review

Silver Oak Securities increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 1.5% in Q2 2026, buying an estimated $22K and bringing the position to 42,601 shares worth $1.54M. The position accounts for 0.09% of the portfolio, ranked #211.

Silver Oak Securities first reported a position in SCHE in Q3 2022 and has held it in 14 quarters since. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Silver Oak Securities held 42,601 shares of Schwab Emerging Markets Equity ETF worth $1.54M as of Q2 2026.
  • Silver Oak Securities bought 617 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $22K.
  • Schwab Emerging Markets Equity ETF made up 0.09% of Silver Oak Securities's portfolio in Q2 2026, its #211 holding.
  • Silver Oak Securities first reported a position in Schwab Emerging Markets Equity ETF in Q3 2022 and has held it in 14 quarters since.
  • 892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.