Voisard Asset Management Group’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Voisard Asset Management 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	$295K	Hold	8,099	–	–	0.05%	88
2026 Q2	$294K	Sell	8,099 -28	-0.3%	-$1K	0.06%	93
2026 Q1	$268K	Sell	8,127 -1,165	-13%	-$39.8K	0.06%	84
2025 Q4	$304K	Buy	9,292 +89	+1%	+$2.97K	0.07%	80
2025 Q3	$307K	Sell	9,203 -3	-0%	-$95	0.07%	76
2025 Q2	$277K	Sell	9,206 -3,736	-29%	-$106K	0.07%	75
2025 Q1	$357K	Sell	12,942 -2,574	-17%	-$70.5K	0.1%	61
2024 Q4	$413K	Sell	15,516 -19,745	-56%	-$557K	0.14%	53
2024 Q3	$1.03M	Buy	35,261 +27,860	+376%	+$754K	0.43%	22
2024 Q2	$197K	Sell	7,401 -22,678	-75%	-$591K	0.1%	59
2024 Q1	$759K	Buy	30,079 +18,352	+156%	+$451K	0.43%	19
2023 Q4	$291K	Buy	+11,727	New	+$282K	0.17%	38

Other funds holding SCHE

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

HWA

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

Voisard Asset Management Group's SCHE Position: Q3 2026 in Review

Voisard Asset Management Group held its Schwab Emerging Markets Equity ETF (SCHE) position steady in Q3 2026 at 8,099 shares worth $295K. The position accounts for 0.05% of the portfolio, ranked #88.

Voisard Asset Management Group first reported a position in SCHE in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.03M in Q3 2024. 98 funds tracked by Wall St. Rank hold SCHE as of Q3 2026.

Voisard Asset Management Group held 8,099 shares of Schwab Emerging Markets Equity ETF worth $295K as of Q3 2026.
Voisard Asset Management Group left its Schwab Emerging Markets Equity ETF share count unchanged in Q3 2026.
Schwab Emerging Markets Equity ETF made up 0.05% of Voisard Asset Management Group's portfolio in Q3 2026, its #88 holding.
Voisard Asset Management Group first reported a position in Schwab Emerging Markets Equity ETF in Q4 2023 and has held it in 12 quarters since.
Voisard Asset Management Group's Schwab Emerging Markets Equity ETF position peaked at $1.03M in Q3 2024.
98 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2026.

Based on Voisard Asset Management Group's 13F filing for Q3 2026, filed 13 Oct 2026.