Accurate Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Accurate Wealth 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	$3.25M	Buy	89,083 +6,297	+8%	+$225K	0.31%	65
2026 Q1	$2.86M	Sell	82,786 -25,821	-24%	-$882K	0.34%	59
2025 Q4	$3.67M	Buy	108,607 +9,009	+9%	+$300K	0.47%	42
2025 Q3	$3.29M	Buy	99,598 +15,756	+19%	+$496K	0.44%	49
2025 Q2	$2.54M	Buy	83,842 +9,647	+13%	+$273K	0.39%	62
2025 Q1	$1.96M	Buy	74,195 +5,106	+7%	+$140K	0.37%	70
2024 Q4	$1.79M	Buy	69,089 +17,944	+35%	+$507K	0.34%	73
2024 Q3	$1.47M	Buy	51,145 +11,944	+30%	+$323K	0.29%	87
2024 Q2	$1.08M	Buy	39,201 +5,232	+15%	+$136K	0.26%	87
2024 Q1	$839K	Sell	33,969 -1,315	-4%	-$32.3K	0.25%	91
2023 Q4	$854K	Buy	35,284 +1,675	+5%	+$40.3K	0.27%	87
2023 Q3	$804K	Buy	33,609 +10,637	+46%	+$263K	0.25%	89
2023 Q2	$584K	Buy	22,972 +14,210	+162%	+$347K	0.18%	119
2023 Q1	$215K	Sell	8,762 -446	-5%	-$11.1K	0.07%	235
2022 Q4	$233K	Sell	9,208 -7,970	-46%	-$186K	0.09%	196
2022 Q3	$445K	Buy	17,178 +6,663	+63%	+$165K	0.19%	101
2022 Q2	$267K	Sell	10,515 -1,984	-16%	-$51.8K	0.15%	117
2022 Q1	$347K	Buy	+12,499	New	+$362K	0.16%	116

Other funds holding SCHE

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

MCIA

Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Accurate Wealth Management's SCHE Position: Q2 2026 in Review

Accurate Wealth Management increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 7.6% in Q2 2026, buying an estimated $225K and bringing the position to 89,083 shares worth $3.25M. The position accounts for 0.31% of the portfolio, ranked #65.

Accurate Wealth Management first reported a position in SCHE in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.67M in Q4 2025. 367 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Accurate Wealth Management held 89,083 shares of Schwab Emerging Markets Equity ETF worth $3.25M as of Q2 2026.
Accurate Wealth Management bought 6,297 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $225K.
Schwab Emerging Markets Equity ETF made up 0.31% of Accurate Wealth Management's portfolio in Q2 2026, its #65 holding.
Accurate Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q1 2022 and has held it in 18 quarters since.
Accurate Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $3.67M in Q4 2025.
367 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.