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

Evermay 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
Q1 		$481K Sell
14,603
-198
-1% -$6.76K 0.05% 127
2025
Q4 		$485K Sell
14,801
-191
-1% -$6.37K 0.05% 124
2025
Q3 		$500K Sell
14,992
-378
-2% -$11.9K 0.06% 123
2025
Q2 		$463K Sell
15,370
-158
-1% -$4.47K 0.06% 131
2025
Q1 		$428K Hold
15,528
– – 0.06% 132
2024
Q4 		$414K Buy
15,528
+33
+0.2% +$932 0.06% 135
2024
Q3 		$452K Hold
15,495
– – 0.07% 133
2024
Q2 		$412K Sell
15,495
-172
-1% -$4.48K 0.07% 140
2024
Q1 		$396K Sell
15,667
-70
-0.4% -$1.72K 0.06% 147
2023
Q4 		$390K Sell
15,737
-388
-2% -$9.33K 0.07% 122
2023
Q3 		$386K Sell
16,125
-227
-1% -$5.62K 0.08% 115
2023
Q2 		$403K Hold
16,352
– – 0.08% 119
2023
Q1 		$401K Sell
16,352
-302
-2% -$7.48K 0.08% 113
2022
Q4 		$394K Sell
16,654
-3,843
-19% -$89.5K 0.08% 112
2022
Q3 		$459K Sell
20,497
-735
-3% -$18.2K 0.09% 95
2022
Q2 		$539K Sell
21,232
-2,814
-12% -$73.5K 0.1% 83
2022
Q1 		$668K Buy
24,046
+23,315
+3,189% +$675K 0.11% 88
2021
Q4 		$22K Buy
731
+383
+110% +$11.7K ﹤0.01% 348
2021
Q3 		$11K Sell
348
-100
-22% -$3.13K ﹤0.01% 380
2021
Q2 		$15K Buy
+448
New +$14.5K ﹤0.01% 375

Other funds holding SCHE

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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 $10B AUM 15.14% 1-Year Est. Return

Evermay Wealth Management's SCHE Position: Q1 2026 in Review

Evermay Wealth Management reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 1.3% in Q1 2026, selling an estimated $6.76K and leaving 14,603 shares worth $481K. The position accounts for 0.05% of the portfolio, ranked #127.

Evermay Wealth Management first reported a position in SCHE in Q2 2021 and has held it in 20 quarters since. The position peaked at $668K in Q1 2022. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Evermay Wealth Management held 14,603 shares of Schwab Emerging Markets Equity ETF worth $481K as of Q1 2026.
  • Evermay Wealth Management sold 198 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $6.76K.
  • Schwab Emerging Markets Equity ETF made up 0.05% of Evermay Wealth Management's portfolio in Q1 2026, its #127 holding.
  • Evermay Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q2 2021 and has held it in 20 quarters since.
  • Evermay Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $668K in Q1 2022.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.