Sterling Investment Advisors (Pennsylvania)’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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	$239K	Buy	6,596 +151	+2%	+$5.39K	0.04%	204
2026 Q1	$212K	Buy	+6,445	New	+$220K	0.04%	201
2022 Q3	–	Sell	-5,610	Closed	-$142K	–	421
2022 Q2	$142K	Buy	5,610 +1	+0%	+$26	0.05%	153
2022 Q1	$156K	Buy	5,609 +557	+11%	+$16.1K	0.04%	162
2021 Q4	$150K	Buy	5,052 +1,590	+46%	+$48.6K	0.04%	165
2021 Q3	$106K	Buy	3,462 +615	+22%	+$19.2K	0.03%	188
2021 Q2	$94K	Buy	2,847 +1,305	+85%	+$42.3K	0.03%	204
2021 Q1	$49K	Buy	1,542 +1,100	+249%	+$35.8K	0.02%	241
2020 Q4	$14K	Hold	442	–	–	﹤0.01%	337
2020 Q3	$12K	Hold	442	–	–	﹤0.01%	338
2020 Q2	$10K	Hold	442	–	–	﹤0.01%	345
2020 Q1	$9K	Hold	442	–	–	﹤0.01%	325
2019 Q4	$12K	Hold	442	–	–	0.01%	331
2019 Q3	$11K	Hold	442	–	–	0.01%	339
2019 Q2	$12K	Hold	442	–	–	0.01%	337
2019 Q1	$11K	Buy	+442	New	+$11.2K	0.01%	338

Other funds holding SCHE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s SCHE Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 2.3% in Q2 2026, buying an estimated $5.39K and bringing the position to 6,596 shares worth $239K. The position accounts for 0.04% of the portfolio, ranked #204.

Sterling Investment Advisors (Pennsylvania) first reported a position in SCHE in Q1 2019 and has held it in 16 quarters since. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Sterling Investment Advisors (Pennsylvania) held 6,596 shares of Schwab Emerging Markets Equity ETF worth $239K as of Q2 2026.
Sterling Investment Advisors (Pennsylvania) bought 151 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $5.39K.
Schwab Emerging Markets Equity ETF made up 0.04% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #204 holding.
Sterling Investment Advisors (Pennsylvania) first reported a position in Schwab Emerging Markets Equity ETF in Q1 2019 and has held it in 16 quarters since.
892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.