SWM
SCHE icon

Spire Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Spire Wealth Management’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 		$44K Buy
1,214
+1
+0.1% +$36 ﹤0.01% 1216
2026
Q1 		$40K Sell
1,213
-191
-14% -$6.52K ﹤0.01% 1233
2025
Q4 		$46K Buy
1,404
+1,040
+286% +$34.7K ﹤0.01% 1208
2025
Q3 		$12.2K Hold
364
– – ﹤0.01% 1678
2025
Q2 		$11K Hold
364
– – ﹤0.01% 1693
2025
Q1 		$10K Sell
364
-14,568
-98% -$399K ﹤0.01% 1834
2024
Q4 		$398K Buy
14,932
+1,183
+9% +$33.4K 0.01% 628
2024
Q3 		$401K Sell
13,749
-24
-0.2% -$650 0.01% 567
2024
Q2 		$366K Sell
13,773
-992
-7% -$25.9K 0.01% 554
2024
Q1 		$373K Buy
14,765
+2,204
+18% +$54.2K 0.01% 594
2023
Q4 		$299K Buy
12,561
+409
+3% +$9.84K 0.01% 648
2023
Q3 		$291K Buy
12,152
+337
+3% +$8.35K 0.01% 599
2023
Q2 		$291K Sell
11,815
-4,199
-26% -$103K 0.01% 616
2023
Q1 		$393K Buy
16,014
+10,004
+166% +$248K 0.02% 545
2022
Q4 		$142K Buy
6,010
+5,509
+1,100% +$128K 0.01% 636
2022
Q3 		$11K Sell
501
-12,457
-96% -$308K ﹤0.01% 1545
2022
Q2 		$329K Sell
12,958
-8,248
-39% -$216K 0.01% 603
2022
Q1 		$589K Buy
21,206
+5,265
+33% +$152K 0.02% 520
2021
Q4 		$472K Buy
15,941
+2,226
+16% +$68K 0.01% 726
2021
Q3 		$418K Sell
13,715
-810
-6% -$25.3K 0.01% 651
2021
Q2 		$478K Buy
14,525
+812
+6% +$26.3K 0.01% 620
2021
Q1 		$69K Buy
+13,713
New +$447K ﹤0.01% 1565

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

Spire Wealth Management's SCHE Position: Q2 2026 in Review

Spire Wealth Management increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 0.08% in Q2 2026, buying an estimated $36 and bringing the position to 1,214 shares worth $44K. The position accounts for ﹤0.01% of the portfolio, ranked #1216.

Spire Wealth Management first reported a position in SCHE in Q1 2021 and has held it in 22 quarters since. The position peaked at $589K in Q1 2022. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Spire Wealth Management held 1,214 shares of Schwab Emerging Markets Equity ETF worth $44K as of Q2 2026.
  • Spire Wealth Management bought 1 Schwab Emerging Markets Equity ETF share in Q2 2026, an estimated $36.
  • Schwab Emerging Markets Equity ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1216 holding.
  • Spire Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $589K in Q1 2022.
  • 892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.