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

Alteri Wealth’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 		$394K Sell
10,872
-1,367
-11% -$48.8K 0.11% 200
2026
Q1 		$403K Sell
12,239
-574
-4% -$19.6K 0.13% 182
2025
Q4 		$420K Buy
12,813
+2,183
+21% +$72.8K 0.14% 179
2025
Q3 		$355K Buy
10,630
+3,133
+42% +$98.7K 0.12% 190
2025
Q2 		$226K Buy
+7,497
New +$212K 0.09% 244

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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
KF
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
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
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Alteri Wealth's SCHE Position: Q2 2026 in Review

Alteri Wealth reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 11% in Q2 2026, selling an estimated $48.8K and leaving 10,872 shares worth $394K. The position accounts for 0.11% of the portfolio, ranked #200.

Alteri Wealth first reported a position in SCHE in Q2 2025 and has held it in 5 quarters since. The position peaked at $420K in Q4 2025. 449 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Alteri Wealth held 10,872 shares of Schwab Emerging Markets Equity ETF worth $394K as of Q2 2026.
  • Alteri Wealth sold 1,367 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $48.8K.
  • Schwab Emerging Markets Equity ETF made up 0.11% of Alteri Wealth's portfolio in Q2 2026, its #200 holding.
  • Alteri Wealth first reported a position in Schwab Emerging Markets Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • Alteri Wealth's Schwab Emerging Markets Equity ETF position peaked at $420K in Q4 2025.
  • 449 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.