Atlantic Edge Private Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Atlantic Edge Private 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	$21.5K	Hold	592	–	–	﹤0.01%	336
2026 Q1	$19.5K	Hold	592	–	–	﹤0.01%	320
2025 Q4	$19.4K	Hold	592	–	–	﹤0.01%	314
2025 Q3	$19.8K	Hold	592	–	–	0.01%	306
2025 Q2	$17.8K	Hold	592	–	–	﹤0.01%	308
2025 Q1	$16.3K	Hold	592	–	–	0.01%	305
2024 Q4	$15.8K	Sell	592 -200	-25%	-$5.65K	﹤0.01%	298
2024 Q3	$23.1K	Hold	792	–	–	0.01%	251
2024 Q2	$21K	Hold	792	–	–	0.01%	245
2024 Q1	$20K	Hold	792	–	–	0.01%	252
2023 Q4	$19.6K	Buy	+792	New	+$19K	0.01%	241

Other funds holding SCHE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atlantic Edge Private Wealth Management's SCHE Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its Schwab Emerging Markets Equity ETF (SCHE) position steady in Q2 2026 at 592 shares worth $21.5K. The position accounts for ﹤0.01% of the portfolio, ranked #336.

Atlantic Edge Private Wealth Management first reported a position in SCHE in Q4 2023 and has held it in 11 quarters since. The position peaked at $23.1K in Q3 2024. 896 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Atlantic Edge Private Wealth Management held 592 shares of Schwab Emerging Markets Equity ETF worth $21.5K as of Q2 2026.
Atlantic Edge Private Wealth Management left its Schwab Emerging Markets Equity ETF share count unchanged in Q2 2026.
Schwab Emerging Markets Equity ETF made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #336 holding.
Atlantic Edge Private Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2023 and has held it in 11 quarters since.
Atlantic Edge Private Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $23.1K in Q3 2024.
896 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.