SQA
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Simon Quick Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Simon Quick 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 		$217K Sell
5,984
-400
-6% -$14.3K 0.01% 394
2026
Q1 		$210K Hold
6,384
– – 0.01% 360
2025
Q4 		$209K Buy
6,384
+146
+2% +$4.87K 0.01% 374
2025
Q3 		$208K Sell
6,238
-1,936
-24% -$61K 0.01% 382
2025
Q2 		$246K Sell
8,174
-2,906
-26% -$82.3K 0.01% 321
2025
Q1 		$305K Sell
11,080
-1,527
-12% -$41.8K 0.02% 439
2024
Q4 		$336K Buy
12,607
+4,148
+49% +$117K 0.02% 337
2024
Q3 		$247K Buy
8,459
+8
+0.1% +$217 0.02% 362
2024
Q2 		$224K Sell
8,451
-2,096
-20% -$54.6K 0.02% 345
2024
Q1 		$266K Sell
10,547
-8
-0.1% -$197 0.02% 329
2023
Q4 		$262K Buy
10,555
+272
+3% +$6.54K 0.02% 265
2023
Q3 		$246K Buy
+10,283
New +$255K 0.02% 269
2020
Q2 		– Sell
-15
Closed -$1K – 495
2020
Q1 		$1K Sell
15
-4,902
-100% -$123K ﹤0.01% 459
2019
Q4 		$135K Buy
4,917
+263
+6% +$6.93K 0.05% 118
2019
Q3 		$117K Buy
4,654
+1,678
+56% +$42.7K 0.05% 107
2019
Q2 		$78.1K Buy
2,976
+255
+9% +$6.61K 0.04% 100
2019
Q1 		$71K Buy
2,721
+2,310
+562% +$58.5K 0.03% 154
2018
Q4 		$10K Buy
+411
New +$9.96K ﹤0.01% 273

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

Simon Quick Advisors's SCHE Position: Q2 2026 in Review

Simon Quick Advisors reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 6.3% in Q2 2026, selling an estimated $14.3K and leaving 5,984 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #394.

Simon Quick Advisors first reported a position in SCHE in Q4 2018 and has held it in 18 quarters since. The position peaked at $336K in Q4 2024. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Simon Quick Advisors held 5,984 shares of Schwab Emerging Markets Equity ETF worth $217K as of Q2 2026.
  • Simon Quick Advisors sold 400 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $14.3K.
  • Schwab Emerging Markets Equity ETF made up 0.01% of Simon Quick Advisors's portfolio in Q2 2026, its #394 holding.
  • Simon Quick Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2018 and has held it in 18 quarters since.
  • Simon Quick Advisors's Schwab Emerging Markets Equity ETF position peaked at $336K in Q4 2024.
  • 892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.