AWM
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Athena Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Athena 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
Q2 		$231K Sell
6,377
-4
-0.1% -$143 0.17% 98
2026
Q1 		$210K Sell
6,381
-2,324
-27% -$79.3K 0.17% 103
2025
Q4 		$285K Buy
+8,705
New +$290K 0.28% 80

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

Athena Wealth Management's SCHE Position: Q2 2026 in Review

Athena Wealth Management reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 0.06% in Q2 2026, selling an estimated $143 and leaving 6,377 shares worth $231K. The position accounts for 0.17% of the portfolio, ranked #98.

Athena Wealth Management first reported a position in SCHE in Q4 2025 and has held it in 3 quarters since. The position peaked at $285K in Q4 2025. 252 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Athena Wealth Management held 6,377 shares of Schwab Emerging Markets Equity ETF worth $231K as of Q2 2026.
  • Athena Wealth Management sold 4 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $143.
  • Schwab Emerging Markets Equity ETF made up 0.17% of Athena Wealth Management's portfolio in Q2 2026, its #98 holding.
  • Athena Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • Athena Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $285K in Q4 2025.
  • 252 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Athena Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.