Act Wealth Management
SCHE icon

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
Q3 		$603K Sell
16,543
-410
-2% -$15K 0.18% 34
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

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Rainey & Randall Wealth Advisors
Rainey & Randall Wealth Advisors Celebration, Florida $698M AUM 11.67% 1-Year Est. Return
BlueSky Wealth Advisors
BlueSky Wealth Advisors New Bern, North Carolina $865M AUM 9.64% 1-Year Est. Return

Act Wealth Management's SCHE Position: Q3 2026 in Review

Act Wealth Management reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 2.4% in Q3 2026, selling an estimated $15K and leaving 16,543 shares worth $603K. The position accounts for 0.18% of the portfolio, ranked #34.

Act Wealth Management first reported a position in SCHE in Q4 2020 and has held it in 24 quarters since. The position peaked at $615K in Q2 2026. 414 funds tracked by Wall St. Rank hold SCHE as of Q3 2026.

  • Act Wealth Management held 16,543 shares of Schwab Emerging Markets Equity ETF worth $603K as of Q3 2026.
  • Act Wealth Management sold 410 Schwab Emerging Markets Equity ETF shares in Q3 2026, an estimated $15K.
  • Schwab Emerging Markets Equity ETF made up 0.18% of Act Wealth Management's portfolio in Q3 2026, its #34 holding.
  • Act Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2020 and has held it in 24 quarters since.
  • Act Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $615K in Q2 2026.
  • 414 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2026.

Based on Act Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.