EFG
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Everhart Financial Group’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Everhart Financial 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
Q2 		$897K Sell
24,743
-1,522
-6% -$54.3K 0.06% 194
2026
Q1 		$865K Buy
26,265
+608
+2% +$20.8K 0.07% 201
2025
Q4 		$840K Buy
25,657
+151
+0.6% +$5.04K 0.08% 182
2025
Q3 		$851K Sell
25,506
-129
-0.5% -$4.06K 0.09% 170
2025
Q2 		$773K Sell
25,635
-871
-3% -$24.7K 0.09% 160
2025
Q1 		$731K Sell
26,506
-132
-0.5% -$3.61K 0.1% 145
2024
Q4 		$709K Sell
26,638
-397
-1% -$11.2K 0.15% 142
2024
Q3 		$789K Buy
27,035
+1,082
+4% +$29.3K 0.17% 131
2024
Q2 		$689K Sell
25,953
-2,540
-9% -$66.2K 0.18% 120
2024
Q1 		$719K Sell
28,493
-3,501
-11% -$86K 0.21% 104
2023
Q4 		$793K Buy
31,994
+373
+1% +$8.97K 0.28% 71
2023
Q3 		$757K Sell
31,621
-899
-3% -$22.3K 0.32% 65
2023
Q2 		$798K Sell
32,520
-436
-1% -$10.7K 0.33% 64
2023
Q1 		$808K Sell
32,956
-1,344
-4% -$33.3K 0.36% 55
2022
Q4 		$812K Sell
34,300
-21,655
-39% -$504K 0.41% 51
2022
Q3 		$1.25M Sell
55,955
-5,058
-8% -$125K 0.69% 28
2022
Q2 		$1.55M Sell
61,013
-7,312
-11% -$191K 0.94% 24
2022
Q1 		$1.9M Buy
68,325
+772
+1% +$22.3K 1.1% 24
2021
Q4 		$2M Buy
67,553
+20,561
+44% +$628K 1.21% 24
2021
Q3 		$1.43M Buy
46,992
+4,091
+10% +$128K 0.98% 26
2021
Q2 		$1.41M Sell
42,901
-637
-1% -$20.7K 0.97% 28
2021
Q1 		$1.38M Sell
43,538
-422
-1% -$13.7K 1.21% 21
2020
Q4 		$1.35M Buy
+43,960
New +$1.27M 1.24% 22

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

Everhart Financial Group's SCHE Position: Q2 2026 in Review

Everhart Financial Group reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 5.8% in Q2 2026, selling an estimated $54.3K and leaving 24,743 shares worth $897K. The position accounts for 0.06% of the portfolio, ranked #194.

Everhart Financial Group first reported a position in SCHE in Q4 2020 and has held it in 23 quarters since. The position peaked at $2M in Q4 2021. 216 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Everhart Financial Group held 24,743 shares of Schwab Emerging Markets Equity ETF worth $897K as of Q2 2026.
  • Everhart Financial Group sold 1,522 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $54.3K.
  • Schwab Emerging Markets Equity ETF made up 0.06% of Everhart Financial Group's portfolio in Q2 2026, its #194 holding.
  • Everhart Financial Group first reported a position in Schwab Emerging Markets Equity ETF in Q4 2020 and has held it in 23 quarters since.
  • Everhart Financial Group's Schwab Emerging Markets Equity ETF position peaked at $2M in Q4 2021.
  • 216 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.