Strategic Investment Solutions’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Strategic Investment Solutions’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	$28.3K	Buy	782 +2	+0.3%	+$71	0.01%	315
2026 Q1	$25.7K	Hold	780	–	–	0.01%	315
2025 Q4	$25.6K	Buy	780 +22	+3%	+$734	0.01%	295
2025 Q3	$25.3K	Sell	758 -44	-5%	-$1.39K	0.01%	278
2025 Q2	$24.2K	Hold	802	–	–	0.01%	275
2025 Q1	$22.1K	Sell	802 -449	-36%	-$12.3K	0.01%	284
2024 Q4	$33.3K	Buy	1,251 +60	+5%	+$1.69K	0.01%	257
2024 Q3	$34.8K	Buy	1,191 +630	+112%	+$17.1K	0.01%	227
2024 Q2	$17K	Buy	+561	New	+$14.6K	0.01%	284
2023 Q4	$31.7K	Sell	1,280 -83,529	-98%	-$2.01M	0.01%	575
2023 Q3	$2.1M	Buy	84,809 +83,581	+6,806%	+$2.07M	0.03%	217
2023 Q2	$29.5K	Sell	1,228 -79	-6%	-$1.93K	0.01%	389
2023 Q1	$32.1K	Buy	+1,307	New	+$32.4K	0.01%	448

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

Strategic Investment Solutions's SCHE Position: Q2 2026 in Review

Strategic Investment Solutions increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 0.26% in Q2 2026, buying an estimated $71 and bringing the position to 782 shares worth $28.3K. The position accounts for 0.01% of the portfolio, ranked #315.

Strategic Investment Solutions first reported a position in SCHE in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.1M in Q3 2023. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Strategic Investment Solutions held 782 shares of Schwab Emerging Markets Equity ETF worth $28.3K as of Q2 2026.
Strategic Investment Solutions bought 2 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $71.
Schwab Emerging Markets Equity ETF made up 0.01% of Strategic Investment Solutions's portfolio in Q2 2026, its #315 holding.
Strategic Investment Solutions first reported a position in Schwab Emerging Markets Equity ETF in Q1 2023 and has held it in 13 quarters since.
Strategic Investment Solutions's Schwab Emerging Markets Equity ETF position peaked at $2.1M in Q3 2023.
892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.