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

Act 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	$615K	Buy	16,953 +308	+2%	+$11K	0.18%	31
2026 Q1	$548K	Buy	16,645 +187	+1%	+$6.38K	0.18%	31
2025 Q4	$539K	Sell	16,458 -834	-5%	-$27.8K	0.18%	31
2025 Q3	$577K	Hold	17,292	–	–	0.2%	28
2025 Q2	$521K	Sell	17,292 -651	-4%	-$18.4K	0.22%	28
2025 Q1	$495K	Buy	17,943 +716	+4%	+$19.6K	0.22%	27
2024 Q4	$459K	Sell	17,227 -596	-3%	-$16.8K	0.21%	26
2024 Q3	$520K	Buy	17,823 +400	+2%	+$10.8K	0.23%	24
2024 Q2	$463K	Sell	17,423 -1,064	-6%	-$27.7K	0.23%	22
2024 Q1	$467K	Hold	18,487	–	–	0.24%	20
2023 Q4	$458K	Buy	18,487 +549	+3%	+$13.2K	0.25%	21
2023 Q3	$429K	Sell	17,938 -701	-4%	-$17.4K	0.29%	19
2023 Q2	$459K	Sell	18,639 -561	-3%	-$13.7K	0.26%	20
2023 Q1	$471K	Hold	19,200	–	–	0.28%	19
2022 Q4	$454K	Buy	19,200 +9,953	+108%	+$232K	0.29%	20
2022 Q3	$207K	Sell	9,247 -1,134	-11%	-$28K	0.15%	33
2022 Q2	$263K	Buy	10,381 +1,905	+22%	+$49.8K	0.17%	27
2022 Q1	$235K	Hold	8,476	–	–	0.13%	37
2021 Q4	$251K	Buy	8,476 +557	+7%	+$17K	0.14%	31
2021 Q3	$260K	Hold	7,919	–	–	0.16%	24
2021 Q2	$260K	Buy	7,919 +38	+0.5%	+$1.23K	0.16%	25
2021 Q1	$250K	Sell	7,881 -519	-6%	-$16.9K	0.16%	25
2020 Q4	$257K	Buy	+8,400	New	+$244K	0.17%	24

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

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

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

TCM

TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return

NGA

Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return

BWM

Boyd Wealth Management Sacramento, California $264M AUM 18.15% 1-Year Est. Return

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

Act Wealth Management increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 1.9% in Q2 2026, buying an estimated $11K and bringing the position to 16,953 shares worth $615K. The position accounts for 0.18% of the portfolio, ranked #31.

Act Wealth Management first reported a position in SCHE in Q4 2020 and has held it in 23 quarters since. 281 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Act Wealth Management held 16,953 shares of Schwab Emerging Markets Equity ETF worth $615K as of Q2 2026.
Act Wealth Management bought 308 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $11K.
Schwab Emerging Markets Equity ETF made up 0.18% of Act Wealth Management's portfolio in Q2 2026, its #31 holding.
Act Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2020 and has held it in 23 quarters since.
281 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Act Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.