CWS
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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
2020
Q4 		– Sell
-19,106
Closed -$511K – 466
2020
Q3 		$511K Buy
+19,106
New +$510K 0.13% 134

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
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
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
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 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. 379 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.
  • 379 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.