EP Wealth Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.82M | Sell |
146,338
-12,604
| -8% | -$430K | 0.02% | 318 |
|
|
2025
Q4 | $5.21M | Buy |
+158,942
| New | +$5.3M | 0.03% | 276 |
|
|
2025
Q2 | $2.87M | Buy |
95,094
+1,213
| +1% | +$34.3K | 0.02% | 345 |
|
|
2025
Q1 | $2.59M | Sell |
93,881
-1,068
| -1% | -$29.2K | 0.02% | 320 |
|
|
2024
Q4 | $2.53M | Sell |
94,949
-2,640
| -3% | -$74.5K | 0.02% | 322 |
|
|
2024
Q3 | $2.85M | Buy |
97,589
+9,022
| +10% | +$244K | 0.02% | 295 |
|
|
2024
Q2 | $2.35M | Sell |
88,567
-1,693
| -2% | -$44.1K | 0.03% | 255 |
|
|
2024
Q1 | $2.28M | Sell |
90,260
-9,130
| -9% | -$224K | 0.03% | 239 |
|
|
2023
Q4 | $2.46M | Sell |
99,390
-873
| -0.9% | -$21K | 0.03% | 233 |
|
|
2023
Q3 | $2.4M | Buy |
100,263
+92,632
| +1,214% | +$2.29M | 0.04% | 220 |
|
|
2023
Q2 | $2.53M | Sell |
7,631
-325,181
| -98% | -$7.95M | 0.04% | 214 |
|
|
2023
Q1 | $24.3M | Buy |
332,812
+219,861
| +195% | +$5.45M | 0.42% | 56 |
|
|
2022
Q4 | $2.67M | Buy |
+112,951
| New | +$2.63M | 0.05% | 191 |
|
|
2022
Q3 | – | Sell |
-190,678
| Closed | -$4.84M | – | 577 |
|
|
2022
Q2 | $4.84M | Sell |
190,678
-17,000
| -8% | -$444K | 0.11% | 110 |
|
|
2022
Q1 | $5.77M | Sell |
207,678
-15,497
| -7% | -$449K | 0.13% | 99 |
|
|
2021
Q4 | $6.61M | Sell |
223,175
-2,256
| -1% | -$68.9K | 0.16% | 86 |
|
|
2021
Q3 | $6.87M | Buy |
225,431
+40,829
| +22% | +$1.28M | 0.19% | 74 |
|
|
2021
Q2 | $6.07M | Sell |
184,602
-2,954
| -2% | -$95.8K | 0.17% | 86 |
|
|
2021
Q1 | $5.96M | Buy |
187,556
+149,059
| +387% | +$4.85M | 0.19% | 83 |
|
|
2020
Q4 | $1.18M | Sell |
38,497
-10,106
| -21% | -$293K | 0.04% | 174 |
|
|
2020
Q3 | $1.3M | Buy |
48,603
+374
| +0.8% | +$9.99K | 0.06% | 145 |
|
|
2020
Q2 | $1.17M | Sell |
48,229
-729
| -1% | -$16.6K | 0.05% | 162 |
|
|
2020
Q1 | $1.01M | Buy |
+48,958
| New | +$1.22M | 0.05% | 164 |
|
|
2019
Q3 | – | Sell |
-12,655
| Closed | -$332K | – | 368 |
|
|
2019
Q2 | $332K | Sell |
12,655
-11,902
| -48% | -$308K | 0.02% | 228 |
|
|
2019
Q1 | $639K | Sell |
24,557
-3,446
| -12% | -$87.3K | 0.06% | 147 |
|
|
2018
Q4 | $659K | Buy |
28,003
+12,795
| +84% | +$310K | 0.05% | 152 |
|
|
2018
Q3 | $391K | Buy |
+15,208
| New | +$394K | 0.03% | 194 |
|
|
2016
Q2 | – | Sell |
-35,475
| Closed | -$737K | – | 144 |
|
|
2016
Q1 | $737K | Sell |
35,475
-42,005
| -54% | -$790K | 0.11% | 66 |
|
|
2015
Q4 | $1.51M | Buy |
77,480
+16,363
| +27% | +$343K | 0.25% | 60 |
|
|
2015
Q3 | $1.24M | Buy |
+61,117
| New | +$1.34M | 0.24% | 53 |
|
|
2015
Q2 | – | Sell |
-21,810
| Closed | -$531K | – | 132 |
|
|
2015
Q1 | $531K | Sell |
21,810
-161,575
| -88% | -$3.92M | 0.1% | 69 |
|
|
2014
Q4 | $4.38M | Buy |
+183,385
| New | +$4.58M | 0.72% | 45 |
|
Other funds holding SCHE
RIM
R
OWM
MG
EP Wealth Advisors's SCHE Position: Q1 2026 in Review
EP Wealth Advisors reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 7.9% in Q1 2026, selling an estimated $430K and leaving 146,338 shares worth $4.82M. The position accounts for 0.02% of the portfolio, ranked #318.
EP Wealth Advisors first reported a position in SCHE in Q4 2014 and has held it in 32 quarters since. The position peaked at $24.3M in Q1 2023. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.
- EP Wealth Advisors held 146,338 shares of Schwab Emerging Markets Equity ETF worth $4.82M as of Q1 2026.
- EP Wealth Advisors sold 12,604 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $430K.
- Schwab Emerging Markets Equity ETF made up 0.02% of EP Wealth Advisors's portfolio in Q1 2026, its #318 holding.
- EP Wealth Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2014 and has held it in 32 quarters since.
- EP Wealth Advisors's Schwab Emerging Markets Equity ETF position peaked at $24.3M in Q1 2023.
- 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.
Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.