CoreCap Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

CoreCap Advisors’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	$2.45M	Sell	67,433 -5,219	-7%	-$186K	0.07%	223
2026 Q1	$2.39M	Buy	72,652 +13,016	+22%	+$444K	0.08%	209
2025 Q4	$1.95M	Buy	59,636 +1,145	+2%	+$38.2K	0.07%	243
2025 Q3	$1.95M	Sell	58,491 -1,089	-2%	-$34.3K	0.07%	239
2025 Q2	$1.8M	Buy	59,580 +10,196	+21%	+$289K	0.07%	229
2025 Q1	$1.36M	Sell	49,384 -4,034	-8%	-$110K	0.06%	276
2024 Q4	$1.42M	Buy	53,418 +9,923	+23%	+$280K	0.06%	274
2024 Q3	$1.27M	Buy	+43,495	New	+$1.18M	0.06%	282
2024 Q2	–	Sell	-26,200	Closed	-$662K	–	2399
2024 Q1	$662K	Buy	+26,200	New	+$644K	0.04%	355
2022 Q4	$114K	Buy	+4,826	New	+$112K	0.01%	689
2022 Q3	–	Sell	-2,460	Closed	-$62K	–	1788
2022 Q2	$62K	Buy	+2,460	New	+$64.3K	﹤0.01%	872
2022 Q1	–	Sell	-1,039	Closed	-$31K	–	1790
2021 Q4	$31K	Buy	+1,039	New	+$31.7K	﹤0.01%	1167

Other funds holding SCHE

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

TCM

TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 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

CoreCap Advisors's SCHE Position: Q2 2026 in Review

CoreCap Advisors reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 7.2% in Q2 2026, selling an estimated $186K and leaving 67,433 shares worth $2.45M. The position accounts for 0.07% of the portfolio, ranked #223.

CoreCap Advisors first reported a position in SCHE in Q4 2021 and has held it in 12 quarters since. 268 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

CoreCap Advisors held 67,433 shares of Schwab Emerging Markets Equity ETF worth $2.45M as of Q2 2026.
CoreCap Advisors sold 5,219 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $186K.
Schwab Emerging Markets Equity ETF made up 0.07% of CoreCap Advisors's portfolio in Q2 2026, its #223 holding.
CoreCap Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2021 and has held it in 12 quarters since.
268 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.