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Whittier Trust’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Whittier Trust’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 		$1.18M Buy
32,337
+5,706
+21% +$204K 0.01% 363
2026
Q1 		$877K Hold
26,631
– – 0.01% 366
2025
Q4 		$904K Hold
26,631
– – 0.01% 362
2025
Q3 		$899K Sell
26,631
-27,398
-51% -$863K 0.01% 356
2025
Q2 		$1.63M Sell
54,029
-4,102
-7% -$116K 0.02% 315
2025
Q1 		$1.6M Sell
58,131
-2,096
-3% -$57.4K 0.02% 310
2024
Q4 		$1.6M Hold
60,227
– – 0.02% 304
2024
Q3 		$1.76M Hold
60,227
– – 0.02% 295
2024
Q2 		$1.6M Hold
60,227
– – 0.02% 288
2024
Q1 		$1.52M Hold
60,227
– – 0.02% 293
2023
Q4 		$1.49M Buy
60,227
+26,631
+79% +$640K 0.02% 292
2023
Q3 		$804K Hold
33,596
– – 0.01% 379
2023
Q2 		$827K Hold
33,596
– – 0.01% 382
2023
Q1 		$824K Hold
33,596
– – 0.02% 383
2022
Q4 		$795K Hold
33,596
– – 0.02% 394
2022
Q3 		$752K Sell
33,596
-345
-1% -$8.53K 0.02% 392
2022
Q2 		$861K Sell
33,941
-1,875
-5% -$49K 0.02% 377
2022
Q1 		$995K Buy
35,816
+2,220
+7% +$64.3K 0.02% 377
2021
Q4 		$995K Sell
33,596
-286
-0.8% -$8.74K 0.02% 377
2021
Q3 		$1.03M Hold
33,882
– – 0.02% 355
2021
Q2 		$1.11M Hold
33,882
– – 0.02% 348
2021
Q1 		$1.08M Buy
33,882
+286
+0.9% +$9.31K 0.02% 351
2020
Q4 		$1.03M Sell
33,596
-6,500
-16% -$188K 0.02% 334
2020
Q3 		$1.07M Sell
40,096
-15
-0% -$401 0.03% 316
2020
Q2 		$976K Hold
40,111
– – 0.03% 306
2020
Q1 		$829K Buy
40,111
+40,096
+267,307% +$1M 0.03% 313
2019
Q4 		$0 Sell
15
-34
-69% -$896 ﹤0.01% 1598
2019
Q3 		$1K Buy
+49
New +$1.25K ﹤0.01% 1496
2019
Q2 		– Sell
-52
Closed -$1K – 1444
2019
Q1 		$1K Sell
52
-5,868
-99% -$149K ﹤0.01% 1338
2018
Q4 		$139K Buy
+5,920
New +$143K ﹤0.01% 571

Other funds holding SCHE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Whittier Trust's SCHE Position: Q2 2026 in Review

Whittier Trust increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 21% in Q2 2026, buying an estimated $204K and bringing the position to 32,337 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #363.

Whittier Trust first reported a position in SCHE in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.76M in Q3 2024. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Whittier Trust held 32,337 shares of Schwab Emerging Markets Equity ETF worth $1.18M as of Q2 2026.
  • Whittier Trust bought 5,706 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $204K.
  • Schwab Emerging Markets Equity ETF made up 0.01% of Whittier Trust's portfolio in Q2 2026, its #363 holding.
  • Whittier Trust first reported a position in Schwab Emerging Markets Equity ETF in Q4 2018 and has held it in 30 quarters since.
  • Whittier Trust's Schwab Emerging Markets Equity ETF position peaked at $1.76M in Q3 2024.
  • 892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.