VA
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Valmark Advisers’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Valmark Advisers’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 		$2.26M Sell
62,222
-1,428
-2% -$51K 0.02% 250
2026
Q1 		$2.1M Sell
63,650
-4,092
-6% -$140K 0.02% 242
2025
Q4 		$2.22M Sell
67,742
-2,514
-4% -$83.8K 0.03% 226
2025
Q3 		$2.34M Buy
70,256
+134
+0.2% +$4.22K 0.03% 211
2025
Q2 		$2.11M Buy
70,122
+1,803
+3% +$51.1K 0.03% 215
2025
Q1 		$1.88M Sell
68,319
-195
-0.3% -$5.34K 0.03% 220
2024
Q4 		$1.82M Buy
68,514
+9,580
+16% +$270K 0.03% 220
2024
Q3 		$1.72M Sell
58,934
-2,052
-3% -$55.5K 0.03% 218
2024
Q2 		$1.62M Sell
60,986
-2,039
-3% -$53.1K 0.03% 205
2024
Q1 		$1.59M Sell
63,025
-26,083
-29% -$641K 0.03% 204
2023
Q4 		$2.21M Buy
89,108
+17,315
+24% +$416K 0.04% 151
2023
Q3 		$1.72M Buy
71,793
+2,049
+3% +$50.7K 0.04% 164
2023
Q2 		$1.72M Buy
69,744
+1,532
+2% +$37.4K 0.03% 167
2023
Q1 		$1.67M Buy
68,212
+1,033
+2% +$25.6K 0.04% 163
2022
Q4 		$1.59M Buy
67,179
+57,490
+593% +$1.34M 0.04% 166
2022
Q3 		$217K Buy
9,689
+361
+4% +$8.92K ﹤0.01% 388
2022
Q2 		$237K Sell
9,328
-2,626
-22% -$68.6K ﹤0.01% 380
2022
Q1 		$332K Sell
11,954
-1,206
-9% -$34.9K 0.01% 355
2021
Q4 		$390K Buy
+13,160
New +$402K 0.01% 313

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

Valmark Advisers's SCHE Position: Q2 2026 in Review

Valmark Advisers reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 2.2% in Q2 2026, selling an estimated $51K and leaving 62,222 shares worth $2.26M. The position accounts for 0.02% of the portfolio, ranked #250.

Valmark Advisers first reported a position in SCHE in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.34M in Q3 2025. 896 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Valmark Advisers held 62,222 shares of Schwab Emerging Markets Equity ETF worth $2.26M as of Q2 2026.
  • Valmark Advisers sold 1,428 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $51K.
  • Schwab Emerging Markets Equity ETF made up 0.02% of Valmark Advisers's portfolio in Q2 2026, its #250 holding.
  • Valmark Advisers first reported a position in Schwab Emerging Markets Equity ETF in Q4 2021 and has held it in 19 quarters since.
  • Valmark Advisers's Schwab Emerging Markets Equity ETF position peaked at $2.34M in Q3 2025.
  • 896 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.