Westside Investment Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Westside Investment Management’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	$6.16K	Sell	170 -153	-47%	-$5.46K	﹤0.01%	1219
2026 Q1	$10.6K	Hold	323	–	–	﹤0.01%	1091
2025 Q4	$10.6K	Hold	323	–	–	﹤0.01%	1063
2025 Q3	$10.8K	Hold	323	–	–	﹤0.01%	1070
2025 Q2	$9.74K	Hold	323	–	–	﹤0.01%	948
2025 Q1	$8.9K	Hold	323	–	–	﹤0.01%	698
2024 Q4	$8.6K	Hold	323	–	–	﹤0.01%	707
2024 Q3	$9.43K	Sell	323 -70	-18%	-$1.9K	﹤0.01%	686
2024 Q2	$10.4K	Hold	393	–	–	﹤0.01%	651
2024 Q1	$9.93K	Hold	393	–	–	﹤0.01%	629
2023 Q4	$9.74K	Hold	393	–	–	﹤0.01%	593
2023 Q3	$9.41K	Hold	393	–	–	﹤0.01%	593
2023 Q2	$9.68K	Hold	393	–	–	﹤0.01%	597
2023 Q1	$9.63K	Hold	393	–	–	﹤0.01%	597
2022 Q4	$9	Hold	393	–	–	﹤0.01%	626
2022 Q3	$8	Hold	393	–	–	﹤0.01%	638
2022 Q2	$9	Hold	393	–	–	﹤0.01%	617
2022 Q1	$10	Hold	393	–	–	﹤0.01%	613
2021 Q4	$11	Hold	393	–	–	﹤0.01%	581
2021 Q3	$11	Hold	393	–	–	﹤0.01%	571
2021 Q2	$12	Hold	393	–	–	﹤0.01%	552
2021 Q1	$12	Buy	393 +153	+64%	+$4.98K	﹤0.01%	531
2020 Q4	$7	Hold	240	–	–	﹤0.01%	533
2020 Q3	$6	Buy	240 +31	+15%	+$828	﹤0.01%	535
2020 Q2	$5	Hold	209	–	–	﹤0.01%	540
2020 Q1	$4	Buy	+209	New	+$5.23K	﹤0.01%	553
2019 Q2	$5K	Buy	+209	New	+$5.41K	﹤0.01%	548

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

Westside Investment Management's SCHE Position: Q2 2026 in Review

Westside Investment Management reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 47% in Q2 2026, selling an estimated $5.46K and leaving 170 shares worth $6.16K. The position accounts for ﹤0.01% of the portfolio, ranked #1219.

Westside Investment Management first reported a position in SCHE in Q2 2019 and has held it in 27 quarters since. The position peaked at $10.8K in Q3 2025. 898 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Westside Investment Management held 170 shares of Schwab Emerging Markets Equity ETF worth $6.16K as of Q2 2026.
Westside Investment Management sold 153 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $5.46K.
Schwab Emerging Markets Equity ETF made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #1219 holding.
Westside Investment Management first reported a position in Schwab Emerging Markets Equity ETF in Q2 2019 and has held it in 27 quarters since.
Westside Investment Management's Schwab Emerging Markets Equity ETF position peaked at $10.8K in Q3 2025.
898 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.