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Carolina Wealth Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Carolina Wealth Advisors’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 		$217K Sell
5,980
-313
-5% -$11.2K 0.09% 85
2026
Q1 		$207K Sell
6,293
-612
-9% -$20.9K 0.09% 92
2025
Q4 		$226K Sell
6,905
-647
-9% -$21.6K 0.1% 75
2025
Q3 		$252K Sell
7,552
-28,917
-79% -$911K 0.11% 68
2025
Q2 		$1.1M Sell
36,469
-1,173
-3% -$33.2K 0.54% 37
2025
Q1 		$1.04M Buy
37,642
+1,107
+3% +$30.3K 0.56% 26
2024
Q4 		$973K Sell
36,535
-3,499
-9% -$98.8K 0.52% 25
2024
Q3 		$1.17M Sell
40,034
-1,323
-3% -$35.8K 0.59% 24
2024
Q2 		$1.1M Buy
41,357
+2,779
+7% +$72.4K 0.54% 25
2024
Q1 		$974K Buy
38,578
+3,201
+9% +$78.7K 0.53% 25
2023
Q4 		$877K Sell
35,377
-558
-2% -$13.4K 0.45% 29
2023
Q3 		$860K Buy
35,935
+2,002
+6% +$49.6K 0.49% 27
2023
Q2 		$836K Buy
33,933
+527
+2% +$12.9K 0.5% 26
2023
Q1 		$819K Sell
33,406
-1,570
-4% -$38.9K 0.48% 29
2022
Q4 		$828K Buy
34,976
+3,288
+10% +$76.5K 0.52% 26
2022
Q3 		$710K Buy
31,688
+487
+2% +$12K 0.56% 24
2022
Q2 		$792K Buy
31,201
+2,212
+8% +$57.8K 0.52% 27
2022
Q1 		$805K Buy
28,989
+549
+2% +$15.9K 0.51% 28
2021
Q4 		$842K Buy
28,440
+1,404
+5% +$42.9K 0.48% 30
2021
Q3 		$824K Buy
27,036
+576
+2% +$18K 0.55% 30
2021
Q2 		$870K Buy
26,460
+1,721
+7% +$55.8K 0.59% 29
2021
Q1 		$786K Buy
24,739
+67
+0.3% +$2.18K 0.57% 30
2020
Q4 		$756K Sell
24,672
-678
-3% -$19.7K 0.61% 39
2020
Q3 		$678K Buy
25,350
+1,309
+5% +$35K 0.6% 41
2020
Q2 		$585K Buy
24,041
+527
+2% +$12K 0.57% 41
2020
Q1 		$487K Buy
23,514
+1,179
+5% +$29.5K 0.56% 40
2019
Q4 		$611K Buy
+22,335
New +$589K 0.58% 30

Other funds holding SCHE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Carolina Wealth Advisors's SCHE Position: Q2 2026 in Review

Carolina Wealth Advisors reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 5% in Q2 2026, selling an estimated $11.2K and leaving 5,980 shares worth $217K. The position accounts for 0.09% of the portfolio, ranked #85.

Carolina Wealth Advisors first reported a position in SCHE in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.17M in Q3 2024. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Carolina Wealth Advisors held 5,980 shares of Schwab Emerging Markets Equity ETF worth $217K as of Q2 2026.
  • Carolina Wealth Advisors sold 313 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $11.2K.
  • Schwab Emerging Markets Equity ETF made up 0.09% of Carolina Wealth Advisors's portfolio in Q2 2026, its #85 holding.
  • Carolina Wealth Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2019 and has held it in 27 quarters since.
  • Carolina Wealth Advisors's Schwab Emerging Markets Equity ETF position peaked at $1.17M in Q3 2024.
  • 892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.