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Apella Capital’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Apella Capital’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 		$800K Buy
22,356
+3,803
+20% +$136K 0.01% 400
2026
Q1 		$668K Buy
18,553
+1,930
+12% +$65.9K 0.01% 413
2025
Q4 		$544K Buy
+16,623
New +$554K 0.01% 346

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

Apella Capital's SCHE Position: Q2 2026 in Review

Apella Capital increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 20% in Q2 2026, buying an estimated $136K and bringing the position to 22,356 shares worth $800K. The position accounts for 0.01% of the portfolio, ranked #400.

Apella Capital first reported a position in SCHE in Q4 2025 and has held it in 3 quarters since. 213 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Apella Capital held 22,356 shares of Schwab Emerging Markets Equity ETF worth $800K as of Q2 2026.
  • Apella Capital bought 3,803 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $136K.
  • Schwab Emerging Markets Equity ETF made up 0.01% of Apella Capital's portfolio in Q2 2026, its #400 holding.
  • Apella Capital first reported a position in Schwab Emerging Markets Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 213 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.