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

Cooke 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 		$465K Buy
12,828
+340
+3% +$12.1K 0.38% 31
2026
Q1 		$411K Sell
12,488
-827
-6% -$28.2K 0.36% 31
2025
Q4 		$456K Buy
+13,315
New +$444K 0.4% 27

Other funds holding SCHE

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

Cooke Wealth Management increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 2.7% in Q2 2026, buying an estimated $12.1K and bringing the position to 12,828 shares worth $465K. The position accounts for 0.38% of the portfolio, ranked #31.

Cooke Wealth Management first reported a position in SCHE in Q4 2025 and has held it in 3 quarters since. 535 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Cooke Wealth Management held 12,828 shares of Schwab Emerging Markets Equity ETF worth $465K as of Q2 2026.
  • Cooke Wealth Management bought 340 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $12.1K.
  • Schwab Emerging Markets Equity ETF made up 0.38% of Cooke Wealth Management's portfolio in Q2 2026, its #31 holding.
  • Cooke Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 535 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Cooke Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.