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

Clay Northam 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 		$1.76M Hold
48,556
– – 0.87% 22
2026
Q1 		$1.6M Buy
48,556
+1,000
+2% +$34.1K 0.9% 25
2025
Q4 		$1.56M Sell
47,556
-541
-1% -$18K 0.87% 21
2025
Q3 		$1.6M Sell
48,097
-150
-0.3% -$4.73K 0.92% 21
2025
Q2 		$1.45M Sell
48,247
-749
-2% -$21.2K 0.93% 20
2025
Q1 		$1.35M Sell
48,996
-1,360
-3% -$37.2K 0.95% 20
2024
Q4 		$1.34M Sell
50,356
-2,417
-5% -$68.2K 0.87% 21
2024
Q3 		$1.54M Sell
52,773
-404
-0.8% -$10.9K 1.06% 19
2024
Q2 		$1.41M Sell
53,177
-2,001
-4% -$52.2K 1.07% 17
2024
Q1 		$1.39M Sell
55,178
-60
-0.1% -$1.47K 1.12% 15
2023
Q4 		$1.37M Sell
55,238
-900
-2% -$21.6K 1.22% 15
2023
Q3 		$1.34M Sell
56,138
-50
-0.1% -$1.24K 1.33% 14
2023
Q2 		$1.38M Hold
56,188
– – 1.32% 13
2023
Q1 		$1.38M Sell
56,188
-225
-0.4% -$5.58K 1.42% 12
2022
Q4 		$1.34M Sell
56,413
-2,750
-5% -$64K 1.54% 13
2022
Q3 		$1.32M Sell
59,163
-2,310
-4% -$57.1K 1.65% 13
2022
Q2 		$1.56M Sell
61,473
-150
-0.2% -$3.92K 1.94% 11
2022
Q1 		$1.71M Sell
61,623
-610
-1% -$17.7K 1.73% 12
2021
Q4 		$1.84M Buy
+62,233
New +$1.9M 1.74% 14

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

Clay Northam Wealth Management's SCHE Position: Q2 2026 in Review

Clay Northam Wealth Management held its Schwab Emerging Markets Equity ETF (SCHE) position steady in Q2 2026 at 48,556 shares worth $1.76M. The position accounts for 0.87% of the portfolio, ranked #22.

Clay Northam Wealth Management first reported a position in SCHE in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.84M in Q4 2021. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Clay Northam Wealth Management held 48,556 shares of Schwab Emerging Markets Equity ETF worth $1.76M as of Q2 2026.
  • Clay Northam Wealth Management left its Schwab Emerging Markets Equity ETF share count unchanged in Q2 2026.
  • Schwab Emerging Markets Equity ETF made up 0.87% of Clay Northam Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Clay Northam Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2021 and has held it in 19 quarters since.
  • Clay Northam Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $1.84M in Q4 2021.
  • 892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Clay Northam Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.