WAG
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Wilkerson Advisory Group’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Wilkerson 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
Q2 		$12.7K Hold
351
– – ﹤0.01% 397
2026
Q1 		$11.6K Sell
351
-249
-42% -$8.5K ﹤0.01% 380
2025
Q4 		$19.7K Buy
+600
New +$20K 0.01% 243

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 $104B AUM 28.3% 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

Wilkerson Advisory Group's SCHE Position: Q2 2026 in Review

Wilkerson Advisory Group held its Schwab Emerging Markets Equity ETF (SCHE) position steady in Q2 2026 at 351 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #397.

Wilkerson Advisory Group first reported a position in SCHE in Q4 2025 and has held it in 3 quarters since. The position peaked at $19.7K in Q4 2025. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Wilkerson Advisory Group held 351 shares of Schwab Emerging Markets Equity ETF worth $12.7K as of Q2 2026.
  • Wilkerson Advisory Group left its Schwab Emerging Markets Equity ETF share count unchanged in Q2 2026.
  • Schwab Emerging Markets Equity ETF made up ﹤0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #397 holding.
  • Wilkerson Advisory Group first reported a position in Schwab Emerging Markets Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • Wilkerson Advisory Group's Schwab Emerging Markets Equity ETF position peaked at $19.7K in Q4 2025.
  • 892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.