Sunesis Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Sunesis Advisors’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	$460K	Hold	12,698	–	–	0.19%	40
2026 Q1	$418K	Hold	12,698	–	–	0.19%	41
2025 Q4	$416K	Hold	12,698	–	–	0.19%	39
2025 Q3	$424K	Buy	+12,698	New	+$400K	0.2%	36
2025 Q1	$350K	Hold	12,698	–	–	0.19%	35
2024 Q4	$338K	Hold	12,698	–	–	0.21%	35
2024 Q3	$371K	Hold	12,698	–	–	0.22%	35
2024 Q2	$337K	Hold	12,698	–	–	0.2%	39
2024 Q1	$321K	Sell	12,698 -41,776	-77%	-$1.03M	0.19%	42
2023 Q4	$1.35M	Buy	54,474 +73	+0.1%	+$1.75K	0.82%	24
2023 Q3	$1.3M	Buy	+54,401	New	+$1.35M	0.92%	16
2023 Q1	$1.33M	Sell	54,401 -9,239	-15%	-$229K	0.96%	17
2022 Q4	$1.51M	Hold	63,640	–	–	0.96%	18
2022 Q3	$1.43M	Hold	63,640	–	–	0.98%	20
2022 Q2	$1.61M	Hold	63,640	–	–	1.05%	19
2022 Q1	$1.77M	Hold	63,640	–	–	1.02%	20
2021 Q4	$1.89M	Hold	63,640	–	–	1.38%	15
2021 Q3	$1.94M	Sell	63,640 -1,584	-2%	-$49.5K	1.5%	14
2021 Q2	$2.15M	Hold	65,224	–	–	1.64%	13
2021 Q1	$2.07M	Hold	65,224	–	–	1.66%	13
2020 Q4	$2M	Hold	65,224	–	–	1.62%	14
2020 Q3	$1.75M	Hold	65,224	–	–	1.55%	15
2020 Q2	$1.59M	Hold	65,224	–	–	1.46%	16
2020 Q1	$1.35M	Hold	65,224	–	–	1.36%	17
2019 Q4	$1.78M	Sell	65,224 -466	-0.7%	-$12.3K	1.62%	13
2019 Q3	$1.65M	Hold	65,690	–	–	1.71%	13
2019 Q2	$1.72M	Hold	65,690	–	–	1.85%	13
2019 Q1	$1.71M	Buy	+65,690	New	+$1.66M	1.72%	15
2018 Q4	–	Sell	-65,690	Closed	-$1.69M	–	33
2018 Q3	$1.69M	Hold	65,690	–	–	1.7%	16
2018 Q2	$1.7M	Buy	+65,690	New	+$1.81M	2.09%	13

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

Sunesis Advisors's SCHE Position: Q2 2026 in Review

Sunesis Advisors held its Schwab Emerging Markets Equity ETF (SCHE) position steady in Q2 2026 at 12,698 shares worth $460K. The position accounts for 0.19% of the portfolio, ranked #40.

Sunesis Advisors first reported a position in SCHE in Q2 2018 and has held it in 30 quarters since. The position peaked at $2.15M in Q2 2021. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Sunesis Advisors held 12,698 shares of Schwab Emerging Markets Equity ETF worth $460K as of Q2 2026.
Sunesis Advisors left its Schwab Emerging Markets Equity ETF share count unchanged in Q2 2026.
Schwab Emerging Markets Equity ETF made up 0.19% of Sunesis Advisors's portfolio in Q2 2026, its #40 holding.
Sunesis Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q2 2018 and has held it in 30 quarters since.
Sunesis Advisors's Schwab Emerging Markets Equity ETF position peaked at $2.15M in Q2 2021.
892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Sunesis Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.