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

Axxcess 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	$1.67M	Buy	45,931 +15,737	+52%	+$562K	0.03%	423
2026 Q1	$995K	Sell	30,194 -23,585	-44%	-$805K	0.03%	240
2025 Q4	$1.76M	Sell	53,779 -3,857	-7%	-$129K	0.03%	397
2025 Q3	$1.92M	Buy	57,636 +876	+2%	+$27.6K	0.04%	320
2025 Q2	$1.71M	Buy	56,760 +4,133	+8%	+$117K	0.04%	317
2025 Q1	$1.45M	Sell	52,627 -12,410	-19%	-$340K	0.04%	316
2024 Q4	$1.73M	Buy	65,037 +4,872	+8%	+$138K	0.04%	305
2024 Q3	$1.76M	Buy	60,165 +12,426	+26%	+$336K	0.04%	293
2024 Q2	$1.27M	Sell	47,739 -3,044	-6%	-$79.3K	0.03%	332
2024 Q1	$1.28M	Buy	50,783 +15,384	+43%	+$378K	0.04%	328
2023 Q4	$878K	Sell	35,399 -9,798	-22%	-$236K	0.03%	385
2023 Q3	$1.08M	Sell	45,197 -3,808	-8%	-$94.3K	0.04%	306
2023 Q2	$1.21M	Buy	49,005 +28,423	+138%	+$695K	0.09%	198
2023 Q1	$505K	Buy	20,582 +1,074	+6%	+$26.6K	0.04%	370
2022 Q4	$462K	Buy	+19,508	New	+$454K	0.04%	369

Other funds holding SCHE

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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 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

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

Axxcess Wealth Management increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 52% in Q2 2026, buying an estimated $562K and bringing the position to 45,931 shares worth $1.67M. The position accounts for 0.03% of the portfolio, ranked #423.

Axxcess Wealth Management first reported a position in SCHE in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.92M in Q3 2025. 498 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Axxcess Wealth Management held 45,931 shares of Schwab Emerging Markets Equity ETF worth $1.67M as of Q2 2026.
Axxcess Wealth Management bought 15,737 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $562K.
Schwab Emerging Markets Equity ETF made up 0.03% of Axxcess Wealth Management's portfolio in Q2 2026, its #423 holding.
Axxcess Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2022 and has held it in 15 quarters since.
Axxcess Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $1.92M in Q3 2025.
498 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.