UAG
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United Advisor Group’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

United Advisor 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 		$707K Buy
19,512
+1,515
+8% +$54.1K 0.07% 264
2026
Q1 		$593K Buy
17,997
+3,281
+22% +$112K 0.07% 251
2025
Q4 		$482K Buy
14,716
+4,196
+40% +$140K 0.06% 287
2025
Q3 		$351K Buy
10,520
+3,266
+45% +$103K 0.05% 330
2025
Q2 		$219K Buy
+7,254
New +$205K 0.04% 362

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 $103B AUM 28.65% 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

United Advisor Group's SCHE Position: Q2 2026 in Review

United Advisor Group increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 8.4% in Q2 2026, buying an estimated $54.1K and bringing the position to 19,512 shares worth $707K. The position accounts for 0.07% of the portfolio, ranked #264.

United Advisor Group first reported a position in SCHE in Q2 2025 and has held it in 5 quarters since. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • United Advisor Group held 19,512 shares of Schwab Emerging Markets Equity ETF worth $707K as of Q2 2026.
  • United Advisor Group bought 1,515 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $54.1K.
  • Schwab Emerging Markets Equity ETF made up 0.07% of United Advisor Group's portfolio in Q2 2026, its #264 holding.
  • United Advisor Group first reported a position in Schwab Emerging Markets Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • 892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.