VisionPoint Advisory Group’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

VisionPoint Advisory 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	$646K	Sell	17,822 -3,068	-15%	-$110K	0.11%	214
2026 Q1	$688K	Buy	20,890 +802	+4%	+$27.4K	0.13%	182
2025 Q4	$658K	Buy	20,088 +1,789	+10%	+$59.7K	0.13%	177
2025 Q3	$611K	Buy	18,299 +7,375	+68%	+$232K	0.12%	177
2025 Q2	$329K	Buy	10,924 +2,752	+34%	+$77.9K	0.07%	253
2025 Q1	$225K	Buy	+8,172	New	+$224K	0.08%	189

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

VisionPoint Advisory Group's SCHE Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 15% in Q2 2026, selling an estimated $110K and leaving 17,822 shares worth $646K. The position accounts for 0.11% of the portfolio, ranked #214.

VisionPoint Advisory Group first reported a position in SCHE in Q1 2025 and has held it in 6 quarters since. The position peaked at $688K in Q1 2026. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

VisionPoint Advisory Group held 17,822 shares of Schwab Emerging Markets Equity ETF worth $646K as of Q2 2026.
VisionPoint Advisory Group sold 3,068 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $110K.
Schwab Emerging Markets Equity ETF made up 0.11% of VisionPoint Advisory Group's portfolio in Q2 2026, its #214 holding.
VisionPoint Advisory Group first reported a position in Schwab Emerging Markets Equity ETF in Q1 2025 and has held it in 6 quarters since.
VisionPoint Advisory Group's Schwab Emerging Markets Equity ETF position peaked at $688K in Q1 2026.
892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.