Elwood & Goetz Wealth Advisory Group’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Elwood & Goetz Wealth Advisory Group’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 Q1	$615K	Sell	18,663 -732	-4%	-$25K	0.1%	60
2025 Q4	$635K	Sell	19,395 -59	-0.3%	-$1.97K	0.11%	55
2025 Q3	$649K	Sell	19,454 -861	-4%	-$27.1K	0.12%	54
2025 Q2	$612K	Buy	20,315 +3,257	+19%	+$92.2K	0.13%	46
2025 Q1	$470K	Sell	17,058 -1,012	-6%	-$27.7K	0.11%	56
2024 Q4	$481K	Buy	18,070 +217	+1%	+$6.13K	0.12%	54
2024 Q3	$521K	Buy	17,853 +103	+0.6%	+$2.79K	0.13%	51
2024 Q2	$471K	Sell	17,750 -742	-4%	-$19.3K	0.13%	46
2024 Q1	$467K	Sell	18,492 -187	-1%	-$4.59K	0.11%	51
2023 Q4	$463K	Sell	18,679 -202	-1%	-$4.86K	0.1%	50
2023 Q3	$452K	Buy	18,881 +453	+2%	+$11.2K	0.1%	49
2023 Q2	$454K	Hold	18,428	–	–	0.1%	44
2023 Q1	$452K	Buy	18,428 +13	+0.1%	+$322	0.11%	43
2022 Q4	$436K	Sell	18,415 -626	-3%	-$14.6K	0.13%	42
2022 Q3	$427K	Buy	19,041 +969	+5%	+$23.9K	0.14%	41
2022 Q2	$459K	Sell	18,072 -2,099	-10%	-$54.8K	0.15%	39
2022 Q1	$560K	Sell	20,171 -7,099	-26%	-$205K	0.17%	37
2021 Q4	$808K	Buy	27,270 +5,880	+27%	+$180K	0.25%	28
2021 Q3	$652K	Buy	21,390 +1,891	+10%	+$59.1K	0.23%	28
2021 Q2	$641K	Hold	19,499	–	–	0.24%	26
2021 Q1	$620K	Sell	19,499 -853	-4%	-$27.8K	0.26%	26
2020 Q4	$624K	Sell	20,352 -105	-0.5%	-$3.04K	0.29%	24
2020 Q3	$547K	Sell	20,457 -3,825	-16%	-$102K	0.29%	22
2020 Q2	$591K	Buy	24,282 +6,093	+33%	+$138K	0.36%	18
2020 Q1	$376K	Sell	18,189 -686	-4%	-$17.2K	0.28%	19
2019 Q4	$517K	Sell	18,875 -7,101	-27%	-$187K	0.37%	18
2019 Q3	$653K	Sell	25,976 -2,645	-9%	-$67.3K	0.52%	18
2019 Q2	$751K	Sell	28,621 -1,454	-5%	-$37.7K	0.64%	16
2019 Q1	$782K	Sell	30,075 -19,654	-40%	-$498K	0.72%	16
2018 Q4	$1.17M	Buy	+49,729	New	+$1.2M	1.24%	15

Other funds holding SCHE

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group's SCHE Position: Q1 2026 in Review

Elwood & Goetz Wealth Advisory Group reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 3.8% in Q1 2026, selling an estimated $25K and leaving 18,663 shares worth $615K. The position accounts for 0.1% of the portfolio, ranked #60.

Elwood & Goetz Wealth Advisory Group first reported a position in SCHE in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.17M in Q4 2018. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

Elwood & Goetz Wealth Advisory Group held 18,663 shares of Schwab Emerging Markets Equity ETF worth $615K as of Q1 2026.
Elwood & Goetz Wealth Advisory Group sold 732 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $25K.
Schwab Emerging Markets Equity ETF made up 0.1% of Elwood & Goetz Wealth Advisory Group's portfolio in Q1 2026, its #60 holding.
Elwood & Goetz Wealth Advisory Group first reported a position in Schwab Emerging Markets Equity ETF in Q4 2018 and has held it in 30 quarters since.
Elwood & Goetz Wealth Advisory Group's Schwab Emerging Markets Equity ETF position peaked at $1.17M in Q4 2018.
864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q1 2026, filed 1 May 2026.