EWM
SCHE icon

Empirical Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Empirical Wealth 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 		$16M Sell
440,417
-9,944
-2% -$355K 0.23% 80
2026
Q1 		$14.8M Sell
450,361
-16,918
-4% -$578K 0.26% 72
2025
Q4 		$15.3M Sell
467,279
-254,286
-35% -$8.48M 0.27% 68
2025
Q3 		$24.1M Buy
721,565
+58,908
+9% +$1.86M 0.48% 39
2025
Q2 		$20M Buy
662,657
+9,103
+1% +$258K 0.45% 41
2025
Q1 		$18M Buy
653,554
+65,077
+11% +$1.78M 0.46% 38
2024
Q4 		$15.7M Buy
588,477
+25,170
+4% +$711K 0.43% 45
2024
Q3 		$16.4M Buy
563,307
+42,214
+8% +$1.14M 0.46% 39
2024
Q2 		$13.8M Buy
521,093
+30,724
+6% +$801K 0.41% 49
2024
Q1 		$12.4M Buy
490,369
+49,732
+11% +$1.22M 0.37% 52
2023
Q4 		$10.9M Buy
440,637
+74,452
+20% +$1.79M 0.36% 57
2023
Q3 		$8.77M Buy
366,185
+33,834
+10% +$838K 0.34% 65
2023
Q2 		$8.19M Buy
332,351
+44,939
+16% +$1.1M 0.33% 64
2023
Q1 		$7.05M Sell
287,412
-3,120
-1% -$77.3K 0.31% 64
2022
Q4 		$6.88M Sell
290,532
-15,162
-5% -$353K 0.32% 61
2022
Q3 		$6.85M Buy
305,694
+14,530
+5% +$359K 0.36% 62
2022
Q2 		$7.39M Buy
291,164
+10,641
+4% +$278K 0.39% 52
2022
Q1 		$7.79M Buy
280,523
+40,402
+17% +$1.17M 0.39% 48
2021
Q4 		$7.11M Sell
240,121
-7,679
-3% -$235K 0.36% 53
2021
Q3 		$7.55M Buy
247,800
+20,719
+9% +$647K 0.43% 44
2021
Q2 		$7.47M Buy
227,081
+24,286
+12% +$788K 0.45% 42
2021
Q1 		$6.45M Buy
202,795
+5,257
+3% +$171K 0.52% 35
2020
Q4 		$6.05M Buy
197,538
+16,658
+9% +$483K 0.46% 38
2020
Q3 		$4.84M Buy
180,880
+11,344
+7% +$303K 0.41% 45
2020
Q2 		$4.13M Buy
169,536
+3,195
+2% +$72.6K 0.39% 45
2020
Q1 		$3.44M Buy
166,341
+6,719
+4% +$168K 0.38% 44
2019
Q4 		$4.37M Sell
159,622
-5,017
-3% -$132K 0.48% 36
2019
Q3 		$4.14M Buy
164,639
+23,220
+16% +$591K 0.5% 36
2019
Q2 		$3.71M Buy
141,419
+30,733
+28% +$796K 0.48% 34
2019
Q1 		$2.88M Sell
110,686
-637
-0.6% -$16.1K 0.42% 32
2018
Q4 		$2.62M Sell
111,323
-25,520
-19% -$618K 0.44% 31
2018
Q3 		$3.52M Buy
136,843
+1,819
+1% +$47.1K 0.62% 22
2018
Q2 		$3.5M Buy
135,024
+48,773
+57% +$1.34M 0.65% 22
2018
Q1 		$2.48M Sell
86,251
-490
-0.6% -$14.4K 0.49% 28
2017
Q4 		$2.42M Buy
86,741
+3,667
+4% +$101K 0.52% 27
2017
Q3 		$2.24M Sell
83,074
-1,050
-1% -$27.8K 0.52% 24
2017
Q2 		$2.09M Sell
84,124
-10,051
-11% -$247K 0.51% 24
2017
Q1 		$2.26M Sell
94,175
-12,680
-12% -$295K 0.56% 23
2016
Q4 		$2.3M Buy
106,855
+10,005
+10% +$224K 0.57% 22
2016
Q3 		$2.23M Sell
96,850
-1,512
-2% -$34.1K 0.58% 19
2016
Q2 		$2.09M Buy
98,362
+6,043
+7% +$124K 0.55% 19
2016
Q1 		$1.92M Buy
92,319
+15,710
+21% +$295K 0.46% 26
2015
Q4 		$1.5M Sell
76,609
-39,308
-34% -$824K 0.36% 33
2015
Q3 		$2.34M Sell
115,917
-34,788
-23% -$761K 0.55% 20
2015
Q2 		$3.7M Buy
150,705
+991
+0.7% +$25.4K 0.86% 19
2015
Q1 		$3.65M Buy
149,714
+1,451
+1% +$35.2K 0.87% 19
2014
Q4 		$3.54M Buy
148,263
+52,341
+55% +$1.31M 0.87% 20
2014
Q3 		$2.44M Buy
95,922
+271
+0.3% +$7.28K 0.59% 27
2014
Q2 		$2.49M Buy
95,651
+156
+0.2% +$3.94K 0.62% 22
2014
Q1 		$2.32M Buy
95,495
+38,159
+67% +$885K 0.61% 22
2013
Q4 		$1.41M Buy
57,336
+6,729
+13% +$169K 0.4% 34
2013
Q3 		$1.24M Buy
50,607
+4,654
+10% +$111K 0.39% 34
2013
Q2 		$1.07M Buy
+45,953
New +$1.15M 0.36% 28

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

Empirical Wealth Management's SCHE Position: Q2 2026 in Review

Empirical Wealth Management reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 2.2% in Q2 2026, selling an estimated $355K and leaving 440,417 shares worth $16M. The position accounts for 0.23% of the portfolio, ranked #80.

Empirical Wealth Management first reported a position in SCHE in Q2 2013 and has held it in 53 quarters since. The position peaked at $24.1M in Q3 2025. 399 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Empirical Wealth Management held 440,417 shares of Schwab Emerging Markets Equity ETF worth $16M as of Q2 2026.
  • Empirical Wealth Management sold 9,944 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $355K.
  • Schwab Emerging Markets Equity ETF made up 0.23% of Empirical Wealth Management's portfolio in Q2 2026, its #80 holding.
  • Empirical Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q2 2013 and has held it in 53 quarters since.
  • Empirical Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $24.1M in Q3 2025.
  • 399 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.