Cypress Wealth Services’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Cypress Wealth Services’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	$240K	Sell	6,607 -25	-0.4%	-$893	0.03%	383
2026 Q1	$219K	Buy	+6,632	New	+$226K	0.03%	363
2022 Q2	–	Sell	-9,243	Closed	-$257K	–	254
2022 Q1	$257K	Sell	9,243 -197	-2%	-$5.7K	0.07%	195
2021 Q4	$280K	Sell	9,440 -474	-5%	-$14.5K	0.08%	181
2021 Q3	$302K	Sell	9,914 -286	-3%	-$8.94K	0.09%	169
2021 Q2	$335K	Sell	10,200 -4,718	-32%	-$153K	0.09%	182
2021 Q1	$474K	Sell	14,918 -7,582	-34%	-$247K	0.1%	158
2020 Q4	$690K	Buy	+22,500	New	+$652K	0.15%	105
2020 Q3	–	Sell	-14,524	Closed	-$388K	–	455
2020 Q2	$354K	Sell	14,524 -9,886	-40%	-$225K	0.08%	185
2020 Q1	$505K	Sell	24,410 -6,850	-22%	-$171K	0.15%	123
2019 Q4	$856K	Sell	31,260 -44,841	-59%	-$1.18M	0.22%	103
2019 Q3	$1.91M	Sell	76,101 -8,023	-10%	-$204K	0.52%	63
2019 Q2	$2.21M	Buy	84,124 +29,914	+55%	+$775K	0.64%	50
2019 Q1	$1.41M	Buy	54,210 +14,588	+37%	+$370K	0.45%	64
2018 Q4	$932K	Sell	39,622 -2,826	-7%	-$68.5K	0.37%	79
2018 Q3	$1.09M	Buy	42,448 +8,792	+26%	+$228K	0.39%	74
2018 Q2	$871K	Sell	33,656 -1,720	-5%	-$47.3K	0.33%	85
2018 Q1	$1.01M	Buy	35,376 +13,242	+60%	+$388K	0.43%	71
2017 Q4	$618K	Buy	+22,134	New	+$610K	0.26%	95

Other funds holding SCHE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cypress Wealth Services's SCHE Position: Q2 2026 in Review

Cypress Wealth Services reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 0.38% in Q2 2026, selling an estimated $893 and leaving 6,607 shares worth $240K. The position accounts for 0.03% of the portfolio, ranked #383.

Cypress Wealth Services first reported a position in SCHE in Q4 2017 and has held it in 19 quarters since. The position peaked at $2.21M in Q2 2019. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Cypress Wealth Services held 6,607 shares of Schwab Emerging Markets Equity ETF worth $240K as of Q2 2026.
Cypress Wealth Services sold 25 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $893.
Schwab Emerging Markets Equity ETF made up 0.03% of Cypress Wealth Services's portfolio in Q2 2026, its #383 holding.
Cypress Wealth Services first reported a position in Schwab Emerging Markets Equity ETF in Q4 2017 and has held it in 19 quarters since.
Cypress Wealth Services's Schwab Emerging Markets Equity ETF position peaked at $2.21M in Q2 2019.
892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.