Twele Capital Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Twele Capital 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	$357K	Sell	9,846 -271	-3%	-$9.68K	0.06%	37
2026 Q1	$333K	Buy	10,117 +41	+0.4%	+$1.4K	0.06%	38
2025 Q4	$330K	Sell	10,076 -64	-0.6%	-$2.13K	0.06%	38
2025 Q3	$338K	Hold	10,140	–	–	0.06%	38
2025 Q2	$306K	Buy	10,140 +273	+3%	+$7.73K	0.06%	38
2025 Q1	$272K	Buy	9,867 +135	+1%	+$3.69K	0.06%	39
2024 Q4	$259K	Buy	9,732 +853	+10%	+$24.1K	0.05%	39
2024 Q3	$259K	Sell	8,879 -80	-0.9%	-$2.17K	0.05%	39
2024 Q2	$238K	Buy	8,959 +420	+5%	+$10.9K	0.05%	39
2024 Q1	$216K	Buy	8,539 +365	+4%	+$8.97K	0.05%	37
2023 Q4	$203K	Sell	8,174 -1,121	-12%	-$27K	0.03%	42
2023 Q3	$223K	Sell	9,295 -410	-4%	-$10.2K	0.04%	40
2023 Q2	$239K	Buy	9,705 +167	+2%	+$4.08K	0.04%	38
2023 Q1	$234K	Sell	9,538 -1,265	-12%	-$31.3K	0.04%	40
2022 Q4	$256K	Buy	10,803 +64	+0.6%	+$1.49K	0.04%	40
2022 Q3	$241K	Buy	10,739 +149	+1%	+$3.68K	0.04%	36
2022 Q2	$269K	Buy	10,590 +48	+0.5%	+$1.25K	0.04%	41
2022 Q1	$293K	Sell	10,542 -347	-3%	-$10K	0.04%	41
2021 Q4	$323K	Buy	10,889 +682	+7%	+$20.8K	0.04%	41
2021 Q3	$311K	Buy	10,207 +25	+0.2%	+$781	0.04%	41
2021 Q2	$335K	Sell	10,182 -47	-0.5%	-$1.52K	0.05%	41
2021 Q1	$325K	Sell	10,229 -784	-7%	-$25.5K	0.05%	42
2020 Q4	$338K	Sell	11,013 -584	-5%	-$16.9K	0.06%	41
2020 Q3	$310K	Sell	11,597 -118	-1%	-$3.15K	0.06%	42
2020 Q2	$285K	Buy	11,715 +166	+1%	+$3.77K	0.06%	42
2020 Q1	$239K	Sell	11,549 -5,468	-32%	-$137K	0.05%	43
2019 Q4	$466K	Buy	17,017 +1,214	+8%	+$32K	0.09%	42
2019 Q3	$397K	Buy	15,803 +52	+0.3%	+$1.32K	0.08%	41
2019 Q2	$413K	Buy	15,751 +1,250	+9%	+$32.4K	0.08%	41
2019 Q1	$377K	Buy	14,501 +213	+1%	+$5.4K	0.08%	40
2018 Q4	$336K	Buy	14,288 +1,295	+10%	+$31.4K	0.08%	41
2018 Q3	$334K	Buy	12,993 +74	+0.6%	+$1.92K	0.08%	39
2018 Q2	$334K	Buy	12,919 +188	+1%	+$5.17K	0.08%	38
2018 Q1	$365K	Buy	12,731 +595	+5%	+$17.4K	0.08%	38
2017 Q4	$339K	Hold	12,136	–	–	0.08%	38
2017 Q3	$327K	Hold	12,136	–	–	0.08%	39
2017 Q2	$302K	Buy	12,136 +1,507	+14%	+$37K	0.08%	38
2017 Q1	$255K	Buy	10,629 +65	+0.6%	+$1.51K	0.07%	40
2016 Q4	$228K	Sell	10,564 -70	-0.7%	-$1.57K	0.06%	42
2016 Q3	$245K	Buy	10,634 +259	+2%	+$5.85K	0.07%	40
2016 Q2	$221K	Buy	10,375 +429	+4%	+$8.82K	0.06%	42
2016 Q1	$207K	Buy	+9,946	New	+$187K	0.06%	44
2015 Q4	–	Sell	-12,580	Closed	-$254K	–	57
2015 Q3	$254K	Buy	12,580 +2,422	+24%	+$53K	0.08%	55
2015 Q2	$250K	Buy	+10,158	New	+$260K	0.07%	61
2014 Q2	–	Sell	-97,159	Closed	-$2.36M	–	63
2014 Q1	$2.36M	Buy	97,159 +350	+0.4%	+$8.12K	0.72%	32
2013 Q4	$2.38M	Buy	96,809 +745	+0.8%	+$18.7K	0.75%	31
2013 Q3	$2.36M	Sell	96,064 -430	-0.4%	-$10.3K	0.77%	31
2013 Q2	$2.25M	Buy	+96,494	New	+$2.41M	0.78%	30

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

Twele Capital Management's SCHE Position: Q2 2026 in Review

Twele Capital Management reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 2.7% in Q2 2026, selling an estimated $9.68K and leaving 9,846 shares worth $357K. The position accounts for 0.06% of the portfolio, ranked #37.

Twele Capital Management first reported a position in SCHE in Q2 2013 and has held it in 48 quarters since. The position peaked at $2.38M in Q4 2013. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Twele Capital Management held 9,846 shares of Schwab Emerging Markets Equity ETF worth $357K as of Q2 2026.
Twele Capital Management sold 271 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $9.68K.
Schwab Emerging Markets Equity ETF made up 0.06% of Twele Capital Management's portfolio in Q2 2026, its #37 holding.
Twele Capital Management first reported a position in Schwab Emerging Markets Equity ETF in Q2 2013 and has held it in 48 quarters since.
Twele Capital Management's Schwab Emerging Markets Equity ETF position peaked at $2.38M in Q4 2013.
892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Twele Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.