CA
SCHE icon

Clune & Associates’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Clune & Associates’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 		$277K Sell
7,635
-912
-11% -$32.6K 0.04% 145
2026
Q1 		$282K Buy
8,547
+1,073
+14% +$36.6K 0.05% 144
2025
Q4 		$245K Buy
7,474
+232
+3% +$7.74K 0.05% 149
2025
Q3 		$242K Buy
7,242
+51
+0.7% +$1.61K 0.06% 144
2025
Q2 		$217K Buy
+7,191
New +$204K 0.06% 147

Other funds holding SCHE

R
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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
BWM
Boyd Wealth Management Sacramento, California $264M AUM 18.15% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Clune & Associates's SCHE Position: Q2 2026 in Review

Clune & Associates reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 11% in Q2 2026, selling an estimated $32.6K and leaving 7,635 shares worth $277K. The position accounts for 0.04% of the portfolio, ranked #145.

Clune & Associates first reported a position in SCHE in Q2 2025 and has held it in 5 quarters since. The position peaked at $282K in Q1 2026. 235 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Clune & Associates held 7,635 shares of Schwab Emerging Markets Equity ETF worth $277K as of Q2 2026.
  • Clune & Associates sold 912 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $32.6K.
  • Schwab Emerging Markets Equity ETF made up 0.04% of Clune & Associates's portfolio in Q2 2026, its #145 holding.
  • Clune & Associates first reported a position in Schwab Emerging Markets Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • Clune & Associates's Schwab Emerging Markets Equity ETF position peaked at $282K in Q1 2026.
  • 235 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.