SFG
SCHE icon

Sunburst Financial Group’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Sunburst Financial Group’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 		$1.18M Sell
32,549
-475
-1% -$17K 0.19% 51
2026
Q1 		$1.09M Sell
33,024
-3,510
-10% -$120K 0.2% 48
2025
Q4 		$1.2M Sell
36,534
-756
-2% -$25.2K 0.24% 42
2025
Q3 		$1.24M Sell
37,290
-1,905
-5% -$60K 0.26% 42
2025
Q2 		$1.18M Sell
39,195
-157
-0.4% -$4.45K 0.26% 43
2025
Q1 		$1.08M Sell
39,352
-3,228
-8% -$88.4K 0.27% 44
2024
Q4 		$1.13M Sell
42,580
-1,075
-2% -$30.4K 0.28% 42
2024
Q3 		$1.27M Buy
43,655
+328
+0.8% +$8.88K 0.32% 41
2024
Q2 		$1.15M Sell
43,327
-63
-0.1% -$1.64K 0.31% 42
2024
Q1 		$1.1M Sell
43,390
-372
-0.9% -$9.14K 0.31% 41
2023
Q4 		$1.08M Buy
43,762
+2,222
+5% +$53.4K 0.34% 39
2023
Q3 		$994K Sell
41,540
-2,151
-5% -$53.3K 0.35% 37
2023
Q2 		$1.08M Buy
43,691
+6,287
+17% +$154K 0.38% 39
2023
Q1 		$917K Sell
37,404
-2,280
-6% -$56.5K 0.34% 37
2022
Q4 		$939K Buy
39,684
+15,157
+62% +$353K 0.37% 34
2022
Q3 		$549K Buy
24,527
+476
+2% +$11.8K 0.27% 47
2022
Q2 		$610K Buy
+24,051
New +$628K 0.29% 47

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 $104B AUM 28.3% 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

Sunburst Financial Group's SCHE Position: Q2 2026 in Review

Sunburst Financial Group reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 1.4% in Q2 2026, selling an estimated $17K and leaving 32,549 shares worth $1.18M. The position accounts for 0.19% of the portfolio, ranked #51.

Sunburst Financial Group first reported a position in SCHE in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.27M in Q3 2024. 898 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Sunburst Financial Group held 32,549 shares of Schwab Emerging Markets Equity ETF worth $1.18M as of Q2 2026.
  • Sunburst Financial Group sold 475 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $17K.
  • Schwab Emerging Markets Equity ETF made up 0.19% of Sunburst Financial Group's portfolio in Q2 2026, its #51 holding.
  • Sunburst Financial Group first reported a position in Schwab Emerging Markets Equity ETF in Q2 2022 and has held it in 17 quarters since.
  • Sunburst Financial Group's Schwab Emerging Markets Equity ETF position peaked at $1.27M in Q3 2024.
  • 898 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Sunburst Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.