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 Q3	$278K	Hold	7,635	–	–	0.04%	137
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

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

Towercrest Capital Management Newtown, Pennsylvania $700M AUM 8.37% 1-Year Est. Return

Clune & Associates's SCHE Position: Q3 2026 in Review

Clune & Associates held its Schwab Emerging Markets Equity ETF (SCHE) position steady in Q3 2026 at 7,635 shares worth $278K. The position accounts for 0.04% of the portfolio, ranked #137.

Clune & Associates first reported a position in SCHE in Q2 2025 and has held it in 6 quarters since. The position peaked at $282K in Q1 2026. 293 funds tracked by Wall St. Rank hold SCHE as of Q3 2026.

Clune & Associates held 7,635 shares of Schwab Emerging Markets Equity ETF worth $278K as of Q3 2026.
Clune & Associates left its Schwab Emerging Markets Equity ETF share count unchanged in Q3 2026.
Schwab Emerging Markets Equity ETF made up 0.04% of Clune & Associates's portfolio in Q3 2026, its #137 holding.
Clune & Associates first reported a position in Schwab Emerging Markets Equity ETF in Q2 2025 and has held it in 6 quarters since.
Clune & Associates's Schwab Emerging Markets Equity ETF position peaked at $282K in Q1 2026.
293 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.