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Dorato Capital Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Dorato Capital 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 		$185K Hold
5,075
– – 0.13% 117
2026
Q1 		$175K Hold
5,075
– – 0.13% 112
2025
Q4 		$174K Buy
+5,075
New +$169K 0.13% 117

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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

Dorato Capital Management's SCHE Position: Q2 2026 in Review

Dorato Capital Management held its Schwab Emerging Markets Equity ETF (SCHE) position steady in Q2 2026 at 5,075 shares worth $185K. The position accounts for 0.13% of the portfolio, ranked #117.

Dorato Capital Management first reported a position in SCHE in Q4 2025 and has held it in 3 quarters since. 563 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Dorato Capital Management held 5,075 shares of Schwab Emerging Markets Equity ETF worth $185K as of Q2 2026.
  • Dorato Capital Management left its Schwab Emerging Markets Equity ETF share count unchanged in Q2 2026.
  • Schwab Emerging Markets Equity ETF made up 0.13% of Dorato Capital Management's portfolio in Q2 2026, its #117 holding.
  • Dorato Capital Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 563 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Dorato Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.