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

Cornerstone Wealth 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	$7.99M	Buy	220,246 +3,069	+1%	+$110K	1.67%	11
2026 Q1	$7.16M	Buy	217,177 +22,542	+12%	+$770K	1.65%	11
2025 Q4	$6.37M	Sell	194,635 -1,161	-0.6%	-$38.7K	1.48%	11
2025 Q3	$6.53M	Sell	195,796 -3,715	-2%	-$117K	1.58%	11
2025 Q2	$6.01M	Sell	199,511 -4,955	-2%	-$140K	1.55%	12
2025 Q1	$5.64M	Sell	204,466 -3,459	-2%	-$94.7K	1.57%	11
2024 Q4	$5.54M	Sell	207,925 -1,455	-0.7%	-$41.1K	1.52%	13
2024 Q3	$6.11M	Buy	209,380 +2,917	+1%	+$79K	1.7%	12
2024 Q2	$5.48M	Sell	206,463 -1,507	-0.7%	-$39.3K	1.64%	12
2024 Q1	$5.25M	Buy	207,970 +5,579	+3%	+$137K	1.62%	13
2023 Q4	$5.02M	Buy	202,391 +1,701	+0.8%	+$40.9K	1.62%	14
2023 Q3	$4.8M	Sell	200,690 -2,794	-1%	-$69.2K	1.69%	14
2023 Q2	$5.01M	Sell	203,484 -4,684	-2%	-$114K	1.73%	14
2023 Q1	$5.1M	Buy	208,168 +5,902	+3%	+$146K	1.85%	14
2022 Q4	$4.79M	Buy	202,266 +4,260	+2%	+$99.2K	1.86%	13
2022 Q3	$4.43M	Buy	198,006 +7,089	+4%	+$175K	1.75%	14
2022 Q2	$4.84M	Buy	190,917 +6,535	+4%	+$171K	1.85%	13
2022 Q1	$5.12M	Sell	184,382 -33,162	-15%	-$960K	1.77%	14
2021 Q4	$6.44M	Sell	217,544 -6,414	-3%	-$196K	2.14%	13
2021 Q3	$6.83M	Sell	223,958 -36,383	-14%	-$1.14M	2.39%	11
2021 Q2	$8.51M	Buy	260,341 +524	+0.2%	+$17K	2.99%	10
2021 Q1	$8.26M	Buy	+259,817	New	+$8.46M	3.12%	10

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

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

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Cornerstone Wealth Advisors's SCHE Position: Q2 2026 in Review

Cornerstone Wealth Advisors increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 1.4% in Q2 2026, buying an estimated $110K and bringing the position to 220,246 shares worth $7.99M. The position accounts for 1.67% of the portfolio, ranked #11.

Cornerstone Wealth Advisors first reported a position in SCHE in Q1 2021 and has held it in 22 quarters since. The position peaked at $8.51M in Q2 2021. 218 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Cornerstone Wealth Advisors held 220,246 shares of Schwab Emerging Markets Equity ETF worth $7.99M as of Q2 2026.
Cornerstone Wealth Advisors bought 3,069 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $110K.
Schwab Emerging Markets Equity ETF made up 1.67% of Cornerstone Wealth Advisors's portfolio in Q2 2026, its #11 holding.
Cornerstone Wealth Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q1 2021 and has held it in 22 quarters since.
Cornerstone Wealth Advisors's Schwab Emerging Markets Equity ETF position peaked at $8.51M in Q2 2021.
218 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Cornerstone Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.