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

EverSource 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 		$777K Sell
21,422
-5,482
-20% -$196K 0.03% 412
2026
Q1 		$886K Sell
26,904
-2,849
-10% -$97.3K 0.03% 420
2025
Q4 		$974K Sell
29,753
-2,252
-7% -$75.1K 0.04% 348
2025
Q3 		$1.07M Buy
32,005
+31,466
+5,838% +$991K 0.04% 298
2025
Q2 		$16.2K Buy
539
+501
+1,318% +$14.2K ﹤0.01% 2464
2025
Q1 		$1.05K Hold
38
– – ﹤0.01% 3213
2024
Q4 		$1.01K Sell
38
-112
-75% -$3.16K ﹤0.01% 2960
2024
Q3 		$4.38K Hold
150
– – ﹤0.01% 2277
2024
Q2 		$4.03K Hold
150
– – ﹤0.01% 2291
2024
Q1 		$3.82K Sell
150
-936
-86% -$23K ﹤0.01% 2169
2023
Q4 		$26.9K Buy
1,086
+9
+0.8% +$216 ﹤0.01% 1117
2023
Q3 		$25.8K Buy
1,077
+904
+523% +$22.4K ﹤0.01% 1037
2023
Q2 		$4.26K Sell
173
-240
-58% -$5.87K ﹤0.01% 1795
2023
Q1 		$10.1K Buy
413
+240
+139% +$5.95K ﹤0.01% 1349
2022
Q4 		$4.09K Buy
173
+150
+652% +$3.49K ﹤0.01% 1682
2022
Q3 		$1K Hold
23
– – ﹤0.01% 1884
2022
Q2 		$1K Hold
23
– – ﹤0.01% 1666
2022
Q1 		$1K Sell
23
-44
-66% -$1.27K ﹤0.01% 1664
2021
Q4 		$2K Buy
+67
New +$2.05K ﹤0.01% 1614

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

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

EverSource Wealth Advisors reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 20% in Q2 2026, selling an estimated $196K and leaving 21,422 shares worth $777K. The position accounts for 0.03% of the portfolio, ranked #412.

EverSource Wealth Advisors first reported a position in SCHE in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.07M in Q3 2025. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • EverSource Wealth Advisors held 21,422 shares of Schwab Emerging Markets Equity ETF worth $777K as of Q2 2026.
  • EverSource Wealth Advisors sold 5,482 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $196K.
  • Schwab Emerging Markets Equity ETF made up 0.03% of EverSource Wealth Advisors's portfolio in Q2 2026, its #412 holding.
  • EverSource Wealth Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Schwab Emerging Markets Equity ETF position peaked at $1.07M in Q3 2025.
  • 892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.