EWA
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Etesian Wealth Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Etesian Wealth Advisors’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 		$2.79M Sell
77,017
-1,322
-2% -$47.2K 0.83% 35
2026
Q1 		$2.58M Buy
78,339
+1,200
+2% +$41K 0.82% 34
2025
Q4 		$2.53M Buy
77,139
+408
+0.5% +$13.6K 0.79% 35
2025
Q3 		$2.56M Buy
76,731
+1,484
+2% +$46.8K 0.85% 30
2025
Q2 		$2.27M Sell
75,247
-8,838
-11% -$250K 0.85% 29
2025
Q1 		$2.32M Sell
84,085
-3,261
-4% -$89.3K 1% 24
2024
Q4 		$2.33M Buy
87,346
+2,712
+3% +$76.6K 1.03% 22
2024
Q3 		$2.47M Sell
84,634
-28,422
-25% -$769K 1.12% 22
2024
Q2 		$3M Sell
113,056
-10,427
-8% -$272K 1.69% 16
2024
Q1 		$3.12M Sell
123,483
-2,333
-2% -$57.3K 1.79% 13
2023
Q4 		$3.11M Buy
125,816
+2,593
+2% +$62.4K 1.87% 12
2023
Q3 		$2.95M Buy
123,223
+1,224
+1% +$30.3K 1.99% 12
2023
Q2 		$3M Buy
121,999
+133
+0.1% +$3.25K 1.96% 12
2023
Q1 		$2.99M Sell
121,866
-3,406
-3% -$84.4K 1.99% 10
2022
Q4 		$2.97M Buy
+125,272
New +$2.92M 2.16% 9

Other funds holding SCHE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Etesian Wealth Advisors's SCHE Position: Q2 2026 in Review

Etesian Wealth Advisors reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 1.7% in Q2 2026, selling an estimated $47.2K and leaving 77,017 shares worth $2.79M. The position accounts for 0.83% of the portfolio, ranked #35.

Etesian Wealth Advisors first reported a position in SCHE in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.12M in Q1 2024. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Etesian Wealth Advisors held 77,017 shares of Schwab Emerging Markets Equity ETF worth $2.79M as of Q2 2026.
  • Etesian Wealth Advisors sold 1,322 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $47.2K.
  • Schwab Emerging Markets Equity ETF made up 0.83% of Etesian Wealth Advisors's portfolio in Q2 2026, its #35 holding.
  • Etesian Wealth Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • Etesian Wealth Advisors's Schwab Emerging Markets Equity ETF position peaked at $3.12M in Q1 2024.
  • 892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Etesian Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.