AP
SCHE icon

Appleton Partners’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Appleton Partners’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 		$477K Buy
13,164
+891
+7% +$31.8K 0.03% 198
2026
Q1 		$404K Buy
12,273
+389
+3% +$13.3K 0.03% 205
2025
Q4 		$389K Hold
11,884
– – 0.03% 208
2025
Q3 		$397K Sell
11,884
-82
-0.7% -$2.58K 0.03% 208
2025
Q2 		$361K Buy
11,966
+1,725
+17% +$48.8K 0.03% 209
2025
Q1 		$282K Sell
10,241
-389
-4% -$10.6K 0.02% 218
2024
Q4 		$283K Sell
10,630
-323
-3% -$9.12K 0.02% 222
2024
Q3 		$320K Buy
10,953
+65
+0.6% +$1.76K 0.02% 211
2024
Q2 		$289K Sell
10,888
-6,517
-37% -$170K 0.02% 224
2024
Q1 		$439K Buy
17,405
+5,158
+42% +$127K 0.03% 198
2023
Q4 		$304K Buy
12,247
+1,320
+12% +$31.7K 0.02% 241
2023
Q3 		$262K Sell
10,927
-55
-0.5% -$1.36K 0.02% 254
2023
Q2 		$270K Buy
10,982
+21
+0.2% +$513 0.02% 259
2023
Q1 		$269K Sell
10,961
-552
-5% -$13.7K 0.02% 266
2022
Q4 		$273K Buy
11,513
+2,066
+22% +$48.1K 0.03% 264
2022
Q3 		$212K Sell
9,447
-156
-2% -$3.85K 0.02% 281
2022
Q2 		$244K Sell
9,603
-185
-2% -$4.83K 0.02% 269
2022
Q1 		$272K Buy
9,788
+367
+4% +$10.6K 0.02% 268
2021
Q4 		$279K Hold
9,421
– – 0.02% 270
2021
Q3 		$287K Buy
9,421
+472
+5% +$14.7K 0.02% 253
2021
Q2 		$294K Buy
8,949
+169
+2% +$5.48K 0.03% 253
2021
Q1 		$279K Buy
+8,780
New +$286K 0.03% 247

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

Appleton Partners's SCHE Position: Q2 2026 in Review

Appleton Partners increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 7.3% in Q2 2026, buying an estimated $31.8K and bringing the position to 13,164 shares worth $477K. The position accounts for 0.03% of the portfolio, ranked #198.

Appleton Partners first reported a position in SCHE in Q1 2021 and has held it in 22 quarters since. 247 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Appleton Partners held 13,164 shares of Schwab Emerging Markets Equity ETF worth $477K as of Q2 2026.
  • Appleton Partners bought 891 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $31.8K.
  • Schwab Emerging Markets Equity ETF made up 0.03% of Appleton Partners's portfolio in Q2 2026, its #198 holding.
  • Appleton Partners first reported a position in Schwab Emerging Markets Equity ETF in Q1 2021 and has held it in 22 quarters since.
  • 247 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.