Wealthspire Advisors (New York)’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Wealthspire Advisors (New York)’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	$36.5M	Sell	1,005,812 -250,683	-20%	-$8.95M	0.2%	82
2026 Q1	$41.4M	Buy	1,256,495 +248,465	+25%	+$8.48M	0.33%	49
2025 Q4	$33M	Sell	1,008,030 -887,206	-47%	-$29.6M	0.26%	59
2025 Q3	$63.2M	Sell	1,895,236 -13,334	-0.7%	-$420K	0.33%	43
2025 Q2	$57.5M	Buy	1,908,570 +17,274	+0.9%	+$489K	0.32%	46
2025 Q1	$52.1M	Buy	1,891,296 +952,161	+101%	+$26.1M	0.31%	48
2024 Q4	$25M	Buy	939,135 +40,096	+4%	+$1.13M	0.25%	58
2024 Q3	$26.2M	Buy	899,039 +37,506	+4%	+$1.02M	0.27%	57
2024 Q2	$22.9M	Sell	861,533 -4,907	-0.6%	-$128K	0.29%	44
2024 Q1	$21.9M	Buy	866,440 +605	+0.1%	+$14.9K	0.29%	44
2023 Q4	$21.5M	Buy	865,835 +23,050	+3%	+$554K	0.3%	44
2023 Q3	$20.2M	Buy	842,785 +50,119	+6%	+$1.24M	0.33%	42
2023 Q2	$19.5M	Sell	792,666 -2,088	-0.3%	-$51K	0.32%	46
2023 Q1	$19.5M	Buy	794,754 +17,265	+2%	+$428K	0.33%	46
2022 Q4	$18.4M	Buy	777,489 +136,021	+21%	+$3.17M	0.33%	46
2022 Q3	$14.4M	Buy	641,468 +28,208	+5%	+$697K	0.3%	51
2022 Q2	$15.6M	Buy	613,260 +213,767	+54%	+$5.59M	0.33%	49
2022 Q1	$11.1M	Buy	399,493 +43,311	+12%	+$1.25M	0.25%	45
2021 Q4	$10.6M	Buy	356,182 +19,321	+6%	+$590K	0.23%	45
2021 Q3	$10.3M	Buy	336,861 +4,693	+1%	+$147K	0.21%	55
2021 Q2	$10.9M	Buy	332,168 +15,276	+5%	+$496K	0.29%	44
2021 Q1	$10.1M	Buy	316,892 +38,335	+14%	+$1.25M	0.24%	53
2020 Q4	$8.54M	Buy	+278,557	New	+$8.08M	0.25%	55
2020 Q2	–	Sell	-409,480	Closed	-$8.47M	–	482
2020 Q1	$8.47M	Buy	+409,480	New	+$10.2M	0.36%	38

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

Wealthspire Advisors (New York)'s SCHE Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 20% in Q2 2026, selling an estimated $8.95M and leaving 1,005,812 shares worth $36.5M. The position accounts for 0.2% of the portfolio, ranked #82.

Wealthspire Advisors (New York) first reported a position in SCHE in Q1 2020 and has held it in 24 quarters since. The position peaked at $63.2M in Q3 2025. 896 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Wealthspire Advisors (New York) held 1,005,812 shares of Schwab Emerging Markets Equity ETF worth $36.5M as of Q2 2026.
Wealthspire Advisors (New York) sold 250,683 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $8.95M.
Schwab Emerging Markets Equity ETF made up 0.2% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #82 holding.
Wealthspire Advisors (New York) first reported a position in Schwab Emerging Markets Equity ETF in Q1 2020 and has held it in 24 quarters since.
Wealthspire Advisors (New York)'s Schwab Emerging Markets Equity ETF position peaked at $63.2M in Q3 2025.
896 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.