DAS
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Dynamic Advisor Solutions’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Dynamic Advisor Solutions’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 		$430K Buy
11,855
+3,475
+41% +$124K 0.01% 724
2026
Q1 		$276K Sell
8,380
-307
-4% -$10.5K 0.01% 833
2025
Q4 		$284K Sell
8,687
-2,283
-21% -$76.1K 0.01% 796
2025
Q3 		$366K Buy
10,970
+1,152
+12% +$36.3K 0.01% 714
2025
Q2 		$296K Sell
9,818
-1,070
-10% -$30.3K 0.01% 752
2025
Q1 		$300K Buy
+10,888
New +$298K 0.01% 705
2024
Q4 		– Sell
-12,451
Closed -$363K – 789
2024
Q3 		$363K Buy
12,451
+4,168
+50% +$113K 0.01% 694
2024
Q2 		$220K Buy
8,283
+33
+0.4% +$860 0.01% 853
2024
Q1 		$208K Buy
+8,250
New +$203K 0.01% 855
2023
Q4 		– Sell
-57,949
Closed -$1.39M – 937
2023
Q3 		$1.39M Sell
57,949
-10,561
-15% -$262K 0.07% 293
2023
Q2 		$1.69M Buy
68,510
+48,087
+235% +$1.18M 0.09% 247
2023
Q1 		$501K Sell
20,423
-1,697
-8% -$42K 0.03% 468
2022
Q4 		$524K Buy
22,120
+3,275
+17% +$76.2K 0.04% 426
2022
Q3 		$422K Sell
18,845
-899
-5% -$22.2K 0.03% 425
2022
Q2 		$501K Sell
19,744
-28,840
-59% -$754K 0.04% 401
2022
Q1 		$1.35M Buy
48,584
+31,936
+192% +$924K 0.09% 219
2021
Q4 		$493K Sell
16,648
-490
-3% -$15K 0.04% 426
2021
Q3 		$522K Sell
17,138
-6,762
-28% -$211K 0.04% 438
2021
Q2 		$786K Sell
23,900
-1,994
-8% -$64.7K 0.06% 323
2021
Q1 		$823K Sell
25,894
-393
-1% -$12.8K 0.08% 275
2020
Q4 		$806K Buy
26,287
+269
+1% +$7.8K 0.08% 276
2020
Q3 		$696K Buy
26,018
+107
+0.4% +$2.86K 0.08% 260
2020
Q2 		$631K Sell
25,911
-53,852
-68% -$1.22M 0.09% 245
2020
Q1 		$1.65M Buy
79,763
+60,019
+304% +$1.5M 0.3% 93
2019
Q4 		$540K Buy
19,744
+1,240
+7% +$32.7K 0.07% 296
2019
Q3 		$465K Buy
18,504
+794
+4% +$20.2K 0.07% 289
2019
Q2 		$465K Sell
17,710
-1,163
-6% -$30.1K 0.07% 273
2019
Q1 		$491K Buy
18,873
+36
+0.2% +$912 0.09% 226
2018
Q4 		$477K Sell
18,837
-10,407
-36% -$252K 0.1% 210
2018
Q3 		$752K Sell
29,244
-4,523
-13% -$117K 0.16% 163
2018
Q2 		$874K Buy
33,767
+4,535
+16% +$125K 0.2% 142
2018
Q1 		$839K Buy
+29,232
New +$857K 0.22% 133

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

Dynamic Advisor Solutions's SCHE Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 41% in Q2 2026, buying an estimated $124K and bringing the position to 11,855 shares worth $430K. The position accounts for 0.01% of the portfolio, ranked #724.

Dynamic Advisor Solutions first reported a position in SCHE in Q1 2018 and has held it in 32 quarters since. The position peaked at $1.69M in Q2 2023. 213 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Dynamic Advisor Solutions held 11,855 shares of Schwab Emerging Markets Equity ETF worth $430K as of Q2 2026.
  • Dynamic Advisor Solutions bought 3,475 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $124K.
  • Schwab Emerging Markets Equity ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #724 holding.
  • Dynamic Advisor Solutions first reported a position in Schwab Emerging Markets Equity ETF in Q1 2018 and has held it in 32 quarters since.
  • Dynamic Advisor Solutions's Schwab Emerging Markets Equity ETF position peaked at $1.69M in Q2 2023.
  • 213 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.