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Coastwise Capital Group’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Coastwise Capital Group’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 		$729K Buy
20,114
+2,706
+16% +$96.6K 0.42% 56
2026
Q1 		$574K Sell
17,408
-946
-5% -$32.3K 0.32% 65
2025
Q4 		$601K Buy
18,354
+530
+3% +$17.7K 0.3% 68
2025
Q3 		$595K Buy
17,824
+1,597
+10% +$50.3K 0.42% 58
2025
Q2 		$489K Sell
16,227
-211
-1% -$5.97K 0.39% 60
2025
Q1 		$453K Sell
16,438
-2,279
-12% -$62.4K 0.38% 64
2024
Q4 		$498K Buy
18,717
+339
+2% +$9.57K 0.4% 63
2024
Q3 		$536K Buy
18,378
+296
+2% +$8.01K 0.44% 63
2024
Q2 		$480K Sell
18,082
-2,790
-13% -$72.7K 0.46% 58
2024
Q1 		$527K Sell
20,872
-1,511
-7% -$37.1K 0.49% 61
2023
Q4 		$555K Sell
22,383
-59
-0.3% -$1.42K 0.57% 48
2023
Q3 		$537K Buy
22,442
+811
+4% +$20.1K 0.62% 49
2023
Q2 		$533K Sell
21,631
-128
-0.6% -$3.13K 0.6% 48
2023
Q1 		$534K Buy
21,759
+221
+1% +$5.48K 0.61% 44
2022
Q4 		$510K Sell
21,538
-394
-2% -$9.17K 0.61% 46
2022
Q3 		$491K Sell
21,932
-816
-4% -$20.2K 0.78% 41
2022
Q2 		$577K Buy
22,748
+3,080
+16% +$80.5K 0.7% 40
2022
Q1 		$546K Buy
+19,668
New +$569K 0.68% 41

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

Coastwise Capital Group's SCHE Position: Q2 2026 in Review

Coastwise Capital Group increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 16% in Q2 2026, buying an estimated $96.6K and bringing the position to 20,114 shares worth $729K. The position accounts for 0.42% of the portfolio, ranked #56.

Coastwise Capital Group first reported a position in SCHE in Q1 2022 and has held it in 18 quarters since. 235 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Coastwise Capital Group held 20,114 shares of Schwab Emerging Markets Equity ETF worth $729K as of Q2 2026.
  • Coastwise Capital Group bought 2,706 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $96.6K.
  • Schwab Emerging Markets Equity ETF made up 0.42% of Coastwise Capital Group's portfolio in Q2 2026, its #56 holding.
  • Coastwise Capital Group first reported a position in Schwab Emerging Markets Equity ETF in Q1 2022 and has held it in 18 quarters since.
  • 235 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Coastwise Capital Group's 13F filing for Q2 2026, filed 16 Jul 2026.