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

Chesapeake 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	$2.93M	Buy	80,879 +2,101	+3%	+$75K	0.82%	36
2026 Q1	$2.6M	Buy	78,778 +1,577	+2%	+$53.8K	0.8%	42
2025 Q4	$2.53M	Buy	77,201 +796	+1%	+$26.5K	0.75%	40
2025 Q3	$2.55M	Buy	76,405 +2,960	+4%	+$93.3K	0.78%	40
2025 Q2	$2.21M	Buy	73,445 +2,330	+3%	+$66K	0.74%	42
2025 Q1	$1.96M	Sell	71,115 -176	-0.2%	-$4.82K	0.7%	47
2024 Q4	$1.9M	Buy	71,291 +832	+1%	+$23.5K	0.65%	47
2024 Q3	$2.06M	Buy	70,459 +2,041	+3%	+$55.2K	0.7%	47
2024 Q2	$1.82M	Buy	68,418 +2,119	+3%	+$55.2K	0.66%	48
2024 Q1	$1.67M	Sell	66,299 -568	-0.8%	-$14K	0.61%	50
2023 Q4	$1.66M	Buy	66,867 +2,857	+4%	+$68.7K	0.64%	50
2023 Q3	$1.53M	Buy	64,010 +1,424	+2%	+$35.3K	0.64%	51
2023 Q2	$1.54M	Buy	62,586 +309	+0.5%	+$7.55K	0.61%	51
2023 Q1	$1.53M	Sell	62,277 -1,084	-2%	-$26.9K	0.64%	48
2022 Q4	$1.5M	Sell	63,361 -162	-0.3%	-$3.77K	0.66%	50
2022 Q3	$1.42M	Sell	63,523 -679	-1%	-$16.8K	0.65%	49
2022 Q2	$1.63M	Buy	64,202 +644	+1%	+$16.8K	0.7%	41
2022 Q1	$1.76M	Buy	63,558 +253	+0.4%	+$7.32K	0.64%	39
2021 Q4	$1.88M	Buy	63,305 +2,371	+4%	+$72.4K	0.63%	40
2021 Q3	$1.86M	Sell	60,934 -3,455	-5%	-$108K	0.66%	34
2021 Q2	$2.12M	Buy	64,389 +18	+0%	+$584	0.69%	34
2021 Q1	$2.05M	Buy	64,371 +2,456	+4%	+$80K	0.68%	33
2020 Q4	$1.9M	Buy	61,915 +1,591	+3%	+$46.1K	0.65%	35
2020 Q3	$1.61M	Sell	60,324 -1,410	-2%	-$37.7K	0.6%	41
2020 Q2	$1.5M	Sell	61,734 -271	-0.4%	-$6.16K	0.6%	39
2020 Q1	$1.28M	Buy	62,005 +759	+1%	+$19K	0.59%	39
2019 Q4	$1.68M	Buy	61,246 +3,204	+6%	+$84.4K	0.65%	39
2019 Q3	$1.46M	Buy	58,042 +791	+1%	+$20.1K	0.59%	40
2019 Q2	$1.5M	Buy	57,251 +5,545	+11%	+$144K	0.63%	37
2019 Q1	$1.34M	Sell	51,706 -1,791	-3%	-$45.4K	0.59%	45
2018 Q4	$1.26M	Sell	53,497 -2,177	-4%	-$52.8K	0.62%	43
2018 Q3	$1.43M	Sell	55,674 -1,919	-3%	-$49.7K	0.64%	42
2018 Q2	$1.49M	Sell	57,593 -6,479	-10%	-$178K	0.69%	38
2018 Q1	$1.84M	Buy	+64,072	New	+$1.88M	0.85%	31

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

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

Chesapeake Wealth Management increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 2.7% in Q2 2026, buying an estimated $75K and bringing the position to 80,879 shares worth $2.93M. The position accounts for 0.82% of the portfolio, ranked #36.

Chesapeake Wealth Management first reported a position in SCHE in Q1 2018 and has held it in 34 quarters since. 896 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Chesapeake Wealth Management held 80,879 shares of Schwab Emerging Markets Equity ETF worth $2.93M as of Q2 2026.
Chesapeake Wealth Management bought 2,101 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $75K.
Schwab Emerging Markets Equity ETF made up 0.82% of Chesapeake Wealth Management's portfolio in Q2 2026, its #36 holding.
Chesapeake Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q1 2018 and has held it in 34 quarters since.
896 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Chesapeake Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.