AWC
SCHE icon

Adamsbrown Wealth Consultants’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Adamsbrown Wealth Consultants’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 		$5.17M Sell
142,657
-5,031
-3% -$180K 0.98% 21
2026
Q1 		$4.87M Sell
147,688
-280,895
-66% -$9.59M 1.29% 18
2025
Q4 		$14M Buy
428,583
+3,453
+0.8% +$115K 3.91% 8
2025
Q3 		$14.2M Buy
425,130
+16,046
+4% +$506K 3.91% 8
2025
Q2 		$12.3M Sell
409,084
-19,927
-5% -$564K 3.58% 12
2025
Q1 		$11.8M Buy
429,011
+53,581
+14% +$1.47M 3.72% 10
2024
Q4 		$10M Buy
375,430
+17,571
+5% +$496K 3.41% 10
2024
Q3 		$10.4M Buy
357,859
+10,814
+3% +$293K 3.62% 10
2024
Q2 		$9.22M Buy
347,045
+11,497
+3% +$300K 3.59% 11
2024
Q1 		$8.47M Buy
335,548
+7,955
+2% +$195K 3.43% 11
2023
Q4 		$8.12M Buy
327,593
+35,006
+12% +$842K 3.53% 10
2023
Q3 		$7M Buy
292,587
+18,504
+7% +$458K 3.45% 10
2023
Q2 		$6.75M Buy
274,083
+51,118
+23% +$1.25M 3.57% 9
2023
Q1 		$5.47M Sell
222,965
-32,449
-13% -$804K 3.15% 11
2022
Q4 		$6.05M Buy
255,414
+242,666
+1,904% +$5.65M 3.67% 10
2022
Q3 		$286K Buy
+12,748
New +$315K 0.22% 61

Other funds holding SCHE

R
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
BWM
Boyd Wealth Management Sacramento, California $264M AUM 18.15% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Adamsbrown Wealth Consultants's SCHE Position: Q2 2026 in Review

Adamsbrown Wealth Consultants reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 3.4% in Q2 2026, selling an estimated $180K and leaving 142,657 shares worth $5.17M. The position accounts for 0.98% of the portfolio, ranked #21.

Adamsbrown Wealth Consultants first reported a position in SCHE in Q3 2022 and has held it in 16 quarters since. The position peaked at $14.2M in Q3 2025. 254 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Adamsbrown Wealth Consultants held 142,657 shares of Schwab Emerging Markets Equity ETF worth $5.17M as of Q2 2026.
  • Adamsbrown Wealth Consultants sold 5,031 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $180K.
  • Schwab Emerging Markets Equity ETF made up 0.98% of Adamsbrown Wealth Consultants's portfolio in Q2 2026, its #21 holding.
  • Adamsbrown Wealth Consultants first reported a position in Schwab Emerging Markets Equity ETF in Q3 2022 and has held it in 16 quarters since.
  • Adamsbrown Wealth Consultants's Schwab Emerging Markets Equity ETF position peaked at $14.2M in Q3 2025.
  • 254 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Adamsbrown Wealth Consultants's 13F filing for Q2 2026, filed 9 Jul 2026.