Visionary Wealth Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Visionary Wealth Advisors’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	$12.1M	Buy	332,463 +35,069	+12%	+$1.25M	0.48%	52
2026 Q1	$9.8M	Buy	297,394 +19,128	+7%	+$653K	0.43%	62
2025 Q4	$9.11M	Buy	278,266 +8,484	+3%	+$283K	0.41%	72
2025 Q3	$9M	Buy	269,782 +18,860	+8%	+$594K	0.42%	64
2025 Q2	$7.56M	Sell	250,922 -64,364	-20%	-$1.82M	0.39%	74
2025 Q1	$8.69M	Sell	315,286 -6,713	-2%	-$184K	0.52%	54
2024 Q4	$8.57M	Sell	321,999 -1,768	-0.5%	-$49.9K	0.5%	52
2024 Q3	$9.45M	Sell	323,767 -6,861	-2%	-$186K	0.57%	47
2024 Q2	$8.78M	Buy	330,628 +1,267	+0.4%	+$33K	0.57%	46
2024 Q1	$8.32M	Sell	329,361 -47,446	-13%	-$1.17M	0.56%	45
2023 Q4	$9.34M	Sell	376,807 -10,383	-3%	-$250K	0.69%	31
2023 Q3	$9.27M	Buy	387,190 +9,747	+3%	+$241K	0.75%	26
2023 Q2	$9.3M	Sell	377,443 -60,321	-14%	-$1.47M	0.74%	30
2023 Q1	$10.7M	Sell	437,764 -10,747	-2%	-$266K	0.91%	23
2022 Q4	$10.6M	Sell	448,511 -18,819	-4%	-$438K	0.98%	24
2022 Q3	$10.5M	Buy	467,330 +8,099	+2%	+$200K	1.09%	21
2022 Q2	$11.7M	Buy	459,231 +6,908	+2%	+$181K	1.05%	22
2022 Q1	$12.6M	Sell	452,323 -46,211	-9%	-$1.34M	1.01%	23
2021 Q4	$14.8M	Buy	498,534 +130,282	+35%	+$3.98M	1.21%	21
2021 Q3	$11.2M	Sell	368,252 -102,320	-22%	-$3.2M	1.16%	24
2021 Q2	$15.5M	Buy	470,572 +3,769	+0.8%	+$122K	1.56%	17
2021 Q1	$14.8M	Sell	466,803 -36,717	-7%	-$1.2M	1.56%	18
2020 Q4	$15.4M	Buy	503,520 +29,497	+6%	+$855K	1.73%	15
2020 Q3	$12.7M	Sell	474,023 -20,110	-4%	-$537K	1.79%	13
2020 Q2	$12M	Buy	494,133 +10,921	+2%	+$248K	1.83%	13
2020 Q1	$10M	Buy	483,212 +170,061	+54%	+$4.25M	1.88%	11
2019 Q4	$8.57M	Buy	+313,151	New	+$8.25M	1.53%	18

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

Visionary Wealth Advisors's SCHE Position: Q2 2026 in Review

Visionary Wealth Advisors increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 12% in Q2 2026, buying an estimated $1.25M and bringing the position to 332,463 shares worth $12.1M. The position accounts for 0.48% of the portfolio, ranked #52.

Visionary Wealth Advisors first reported a position in SCHE in Q4 2019 and has held it in 27 quarters since. The position peaked at $15.5M in Q2 2021. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Visionary Wealth Advisors held 332,463 shares of Schwab Emerging Markets Equity ETF worth $12.1M as of Q2 2026.
Visionary Wealth Advisors bought 35,069 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $1.25M.
Schwab Emerging Markets Equity ETF made up 0.48% of Visionary Wealth Advisors's portfolio in Q2 2026, its #52 holding.
Visionary Wealth Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2019 and has held it in 27 quarters since.
Visionary Wealth Advisors's Schwab Emerging Markets Equity ETF position peaked at $15.5M in Q2 2021.
892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.