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 Q3	$492K	Sell	13,511 -4,311	-24%	-$157K	0.08%	249
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

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

RBWA

RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

ZRP

Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return

VisionPoint Advisory Group's SCHE Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 24% in Q3 2026, selling an estimated $157K and leaving 13,511 shares worth $492K. The position accounts for 0.08% of the portfolio, ranked #249.

VisionPoint Advisory Group first reported a position in SCHE in Q1 2025 and has held it in 7 quarters since. The position peaked at $688K in Q1 2026. 58 funds tracked by Wall St. Rank hold SCHE as of Q3 2026.

VisionPoint Advisory Group held 13,511 shares of Schwab Emerging Markets Equity ETF worth $492K as of Q3 2026.
VisionPoint Advisory Group sold 4,311 Schwab Emerging Markets Equity ETF shares in Q3 2026, an estimated $157K.
Schwab Emerging Markets Equity ETF made up 0.08% of VisionPoint Advisory Group's portfolio in Q3 2026, its #249 holding.
VisionPoint Advisory Group first reported a position in Schwab Emerging Markets Equity ETF in Q1 2025 and has held it in 7 quarters since.
VisionPoint Advisory Group's Schwab Emerging Markets Equity ETF position peaked at $688K in Q1 2026.
58 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.