Townsend Asset Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Townsend Asset 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	$1.74K	Hold	48	–	–	﹤0.01%	191
2026 Q1	$1.58K	Buy	+48	New	+$1.64K	﹤0.01%	183
2023 Q3	–	Sell	-22	Closed	-$542	–	199
2023 Q2	$542	Hold	22	–	–	﹤0.01%	198
2023 Q1	$539	Buy	+22	New	+$545	﹤0.01%	198
2022 Q3	–	Sell	-276	Closed	-$7K	–	209
2022 Q2	$7K	Buy	+276	New	+$7.21K	﹤0.01%	197
2020 Q1	–	Sell	-33	Closed	-$1K	–	195
2019 Q4	$1K	Buy	+33	New	+$870	﹤0.01%	194

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

Townsend Asset Management's SCHE Position: Q2 2026 in Review

Townsend Asset Management held its Schwab Emerging Markets Equity ETF (SCHE) position steady in Q2 2026 at 48 shares worth $1.74K. The position accounts for ﹤0.01% of the portfolio, ranked #191.

Townsend Asset Management first reported a position in SCHE in Q4 2019 and has held it in 6 quarters since. The position peaked at $7K in Q2 2022. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Townsend Asset Management held 48 shares of Schwab Emerging Markets Equity ETF worth $1.74K as of Q2 2026.
Townsend Asset Management left its Schwab Emerging Markets Equity ETF share count unchanged in Q2 2026.
Schwab Emerging Markets Equity ETF made up ﹤0.01% of Townsend Asset Management's portfolio in Q2 2026, its #191 holding.
Townsend Asset Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2019 and has held it in 6 quarters since.
Townsend Asset Management's Schwab Emerging Markets Equity ETF position peaked at $7K in Q2 2022.
892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Townsend Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.