Brandywine Oak Private Wealth’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Brandywine Oak Private Wealth’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	$3.9M	Sell	107,569 -1,521	-1%	-$54.3K	0.3%	45
2026 Q1	$3.59M	Sell	109,090 -1,805	-2%	-$61.6K	0.3%	45
2025 Q4	$3.63M	Buy	110,895 +338	+0.3%	+$11.3K	0.3%	44
2025 Q3	$3.69M	Buy	110,557 +321	+0.3%	+$10.1K	0.32%	43
2025 Q2	$3.32M	Buy	110,236 +4,092	+4%	+$116K	0.31%	47
2025 Q1	$2.93M	Sell	106,144 -879	-0.8%	-$24.1K	0.29%	46
2024 Q4	$2.85M	Buy	107,023 +858	+0.8%	+$24.2K	0.28%	48
2024 Q3	$3.1M	Sell	106,165 -22	-0%	-$595	0.3%	48
2024 Q2	$2.82M	Buy	106,187 +923	+0.9%	+$24.1K	0.29%	50
2024 Q1	$2.66M	Sell	105,264 -3,157	-3%	-$77.6K	0.28%	50
2023 Q4	$2.69M	Sell	108,421 -9,282	-8%	-$223K	0.3%	47
2023 Q3	$2.82M	Sell	117,703 -2,517	-2%	-$62.3K	0.33%	45
2023 Q2	$2.96M	Buy	120,220 +162	+0.1%	+$3.96K	0.33%	44
2023 Q1	$2.94M	Sell	120,058 -12,943	-10%	-$321K	0.34%	43
2022 Q4	$3.15M	Buy	133,001 +942	+0.7%	+$21.9K	0.39%	35
2022 Q3	$2.96M	Buy	132,059 +24,017	+22%	+$593K	0.4%	36
2022 Q2	$2.74M	Buy	108,042 +2,669	+3%	+$69.7K	0.35%	42
2022 Q1	$2.93M	Buy	105,373 +31,186	+42%	+$903K	0.33%	53
2021 Q4	$2.2M	Sell	74,187 -1,867	-2%	-$57K	0.24%	71
2021 Q3	$2.32M	Sell	76,054 -900,969	-92%	-$28.2M	0.27%	65
2021 Q2	$32.1M	Buy	977,023 +87,841	+10%	+$2.85M	3.75%	5
2021 Q1	$28.3M	Buy	889,182 +243,725	+38%	+$7.94M	4.16%	5
2020 Q4	$19.8M	Sell	645,457 -12,886	-2%	-$374K	3.02%	9
2020 Q3	$17.6M	Buy	658,343 +59,852	+10%	+$1.6M	2.94%	9
2020 Q2	$14.6M	Buy	598,491 +594,560	+15,125%	+$13.5M	2.59%	10
2020 Q1	$1.2M	Sell	3,931 -9,617	-71%	-$241K	0.25%	66
2019 Q4	$370K	Buy	13,548 +489	+4%	+$12.9K	0.07%	150
2019 Q3	$328K	Buy	13,059 +4,301	+49%	+$109K	0.06%	156
2019 Q2	$229K	Hold	8,758	–	–	0.05%	200
2019 Q1	$227K	Hold	8,758	–	–	0.05%	195
2018 Q4	$206K	Buy	+8,758	New	+$212K	0.05%	195

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

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

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Brandywine Oak Private Wealth's SCHE Position: Q2 2026 in Review

Brandywine Oak Private Wealth reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 1.4% in Q2 2026, selling an estimated $54.3K and leaving 107,569 shares worth $3.9M. The position accounts for 0.3% of the portfolio, ranked #45.

Brandywine Oak Private Wealth first reported a position in SCHE in Q4 2018 and has held it in 31 quarters since. The position peaked at $32.1M in Q2 2021. 449 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Brandywine Oak Private Wealth held 107,569 shares of Schwab Emerging Markets Equity ETF worth $3.9M as of Q2 2026.
Brandywine Oak Private Wealth sold 1,521 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $54.3K.
Schwab Emerging Markets Equity ETF made up 0.3% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #45 holding.
Brandywine Oak Private Wealth first reported a position in Schwab Emerging Markets Equity ETF in Q4 2018 and has held it in 31 quarters since.
Brandywine Oak Private Wealth's Schwab Emerging Markets Equity ETF position peaked at $32.1M in Q2 2021.
449 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.