Sterling Investment Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Sterling Investment 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	$314K	Sell	8,662 -235	-3%	-$8.39K	0.17%	54
2026 Q1	$293K	Buy	8,897 +18	+0.2%	+$615	0.18%	54
2025 Q4	$291K	Sell	8,879 -92	-1%	-$3.07K	0.16%	60
2025 Q3	$299K	Sell	8,971 -424	-5%	-$13.4K	0.18%	59
2025 Q2	$283K	Sell	9,395 -166	-2%	-$4.7K	0.19%	51
2025 Q1	$264K	Sell	9,561 -84	-0.9%	-$2.3K	0.19%	49
2024 Q4	$257K	Sell	9,645 -9,820	-50%	-$277K	0.2%	54
2024 Q3	$568K	Buy	19,465 +327	+2%	+$8.85K	0.43%	43
2024 Q2	$508K	Buy	19,138 +103	+0.5%	+$2.69K	0.39%	46
2024 Q1	$481K	Buy	19,035 +316	+2%	+$7.76K	0.34%	48
2023 Q4	$464K	Buy	+18,719	New	+$450K	0.34%	48

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 Management's SCHE Position: Q2 2026 in Review

Sterling Investment Management reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 2.6% in Q2 2026, selling an estimated $8.39K and leaving 8,662 shares worth $314K. The position accounts for 0.17% of the portfolio, ranked #54.

Sterling Investment Management first reported a position in SCHE in Q4 2023 and has held it in 11 quarters since. The position peaked at $568K in Q3 2024. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Sterling Investment Management held 8,662 shares of Schwab Emerging Markets Equity ETF worth $314K as of Q2 2026.
Sterling Investment Management sold 235 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $8.39K.
Schwab Emerging Markets Equity ETF made up 0.17% of Sterling Investment Management's portfolio in Q2 2026, its #54 holding.
Sterling Investment Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2023 and has held it in 11 quarters since.
Sterling Investment Management's Schwab Emerging Markets Equity ETF position peaked at $568K in Q3 2024.
892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Sterling Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.