Vise Technologies’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Vise Technologies’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	$895K	Sell	24,680 -14,099	-36%	-$503K	0.01%	849
2026 Q1	$1.27M	Hold	38,779	–	–	0.02%	511
2025 Q4	$1.27M	Buy	38,779 +18,907	+95%	+$630K	0.02%	513
2025 Q3	$663K	Buy	19,872 +1,780	+10%	+$56.1K	0.02%	551
2025 Q2	$545K	Buy	+18,092	New	+$512K	0.02%	607
2024 Q4	–	Sell	-11,049	Closed	-$322K	–	836
2024 Q3	$322K	Buy	+11,049	New	+$299K	0.04%	424

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 $104B AUM 28.3% 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

Vise Technologies's SCHE Position: Q2 2026 in Review

Vise Technologies reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 36% in Q2 2026, selling an estimated $503K and leaving 24,680 shares worth $895K. The position accounts for 0.01% of the portfolio, ranked #849.

Vise Technologies first reported a position in SCHE in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.27M in Q1 2026. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Vise Technologies held 24,680 shares of Schwab Emerging Markets Equity ETF worth $895K as of Q2 2026.
Vise Technologies sold 14,099 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $503K.
Schwab Emerging Markets Equity ETF made up 0.01% of Vise Technologies's portfolio in Q2 2026, its #849 holding.
Vise Technologies first reported a position in Schwab Emerging Markets Equity ETF in Q3 2024 and has held it in 6 quarters since.
Vise Technologies's Schwab Emerging Markets Equity ETF position peaked at $1.27M in Q1 2026.
892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.