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

Sovran 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 		$624K Buy
17,660
+7,891
+81% +$282K 0.05% 338
2026
Q1 		$350K Buy
9,769
+1,408
+17% +$48.1K 0.03% 428
2025
Q4 		$287K Buy
+8,361
New +$279K 0.02% 458

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

Sovran Advisors's SCHE Position: Q2 2026 in Review

Sovran Advisors increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 81% in Q2 2026, buying an estimated $282K and bringing the position to 17,660 shares worth $624K. The position accounts for 0.05% of the portfolio, ranked #338.

Sovran Advisors first reported a position in SCHE in Q4 2025 and has held it in 3 quarters since. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Sovran Advisors held 17,660 shares of Schwab Emerging Markets Equity ETF worth $624K as of Q2 2026.
  • Sovran Advisors bought 7,891 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $282K.
  • Schwab Emerging Markets Equity ETF made up 0.05% of Sovran Advisors's portfolio in Q2 2026, its #338 holding.
  • Sovran Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.