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Soltis Investment Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Soltis 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 		$3.12M Buy
85,922
+19,328
+29% +$690K 0.17% 126
2026
Q1 		$2.19M Buy
66,594
+16,007
+32% +$547K 0.14% 144
2025
Q4 		$1.66M Buy
50,587
+2,710
+6% +$90.4K 0.11% 160
2025
Q3 		$1.6M Buy
47,877
+6,645
+16% +$209K 0.11% 163
2025
Q2 		$1.24M Sell
41,232
-3,181
-7% -$90.1K 0.1% 159
2025
Q1 		$1.22M Sell
44,413
-14,425
-25% -$395K 0.11% 156
2024
Q4 		$1.57M Sell
58,838
-211
-0.4% -$5.96K 0.15% 139
2024
Q3 		$1.72M Sell
59,049
-37,187
-39% -$1.01M 0.17% 129
2024
Q2 		$2.56M Buy
96,236
+19,107
+25% +$498K 0.27% 100
2024
Q1 		$1.95M Buy
77,129
+33,578
+77% +$825K 0.22% 119
2023
Q4 		$1.08M Buy
43,551
+10,757
+33% +$259K 0.12% 139
2023
Q3 		$785K Buy
32,794
+580
+2% +$14.4K 0.1% 139
2023
Q2 		$793K Sell
32,214
-75
-0.2% -$1.83K 0.09% 139
2023
Q1 		$792K Buy
+32,289
New +$800K 0.1% 141

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

Soltis Investment Advisors's SCHE Position: Q2 2026 in Review

Soltis Investment Advisors increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 29% in Q2 2026, buying an estimated $690K and bringing the position to 85,922 shares worth $3.12M. The position accounts for 0.17% of the portfolio, ranked #126.

Soltis Investment Advisors first reported a position in SCHE in Q1 2023 and has held it in 14 quarters since. 899 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Soltis Investment Advisors held 85,922 shares of Schwab Emerging Markets Equity ETF worth $3.12M as of Q2 2026.
  • Soltis Investment Advisors bought 19,328 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $690K.
  • Schwab Emerging Markets Equity ETF made up 0.17% of Soltis Investment Advisors's portfolio in Q2 2026, its #126 holding.
  • Soltis Investment Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q1 2023 and has held it in 14 quarters since.
  • 899 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.