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

Exencial 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
Q1 		$370K Sell
11,219
-514
-4% -$17.5K 0.01% 450
2025
Q4 		$384K Sell
11,733
-484
-4% -$16.1K 0.01% 435
2025
Q3 		$408K Sell
12,217
-80
-0.7% -$2.52K 0.01% 413
2025
Q2 		$371K Sell
12,297
-166
-1% -$4.7K 0.01% 412
2025
Q1 		$344K Sell
12,463
-160
-1% -$4.38K 0.01% 412
2024
Q4 		$336K Sell
12,623
-109
-0.9% -$3.08K 0.01% 416
2024
Q3 		$372K Sell
12,732
-680
-5% -$18.4K 0.01% 408
2024
Q2 		$356K Sell
13,412
-1,377
-9% -$35.9K 0.01% 406
2024
Q1 		$373K Sell
14,789
-203
-1% -$4.99K 0.01% 409
2023
Q4 		$372K Sell
14,992
-376
-2% -$9.04K 0.02% 396
2023
Q3 		$368K Sell
15,368
-40
-0.3% -$991 0.02% 335
2023
Q2 		$380K Buy
+15,408
New +$377K 0.02% 334
2022
Q4 		– Sell
-9,620
Closed -$215K – 435
2022
Q3 		$215K Hold
9,620
– – 0.01% 392
2022
Q2 		$244K Buy
9,620
+3
+0% +$78 0.01% 376
2022
Q1 		$267K Sell
9,617
-4,706
-33% -$136K 0.01% 380
2021
Q4 		$424K Buy
+14,323
New +$438K 0.02% 334
2021
Q3 		– Sell
-7,646
Closed -$251K – 432
2021
Q2 		$251K Buy
7,646
+356
+5% +$11.5K 0.01% 400
2021
Q1 		$232K Buy
7,290
+170
+2% +$5.54K 0.01% 392
2020
Q4 		$218K Buy
+7,120
New +$206K 0.01% 352

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
RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Exencial Wealth Advisors's SCHE Position: Q1 2026 in Review

Exencial Wealth Advisors reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 4.4% in Q1 2026, selling an estimated $17.5K and leaving 11,219 shares worth $370K. The position accounts for 0.01% of the portfolio, ranked #450.

Exencial Wealth Advisors first reported a position in SCHE in Q4 2020 and has held it in 19 quarters since. The position peaked at $424K in Q4 2021. 868 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Exencial Wealth Advisors held 11,219 shares of Schwab Emerging Markets Equity ETF worth $370K as of Q1 2026.
  • Exencial Wealth Advisors sold 514 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $17.5K.
  • Schwab Emerging Markets Equity ETF made up 0.01% of Exencial Wealth Advisors's portfolio in Q1 2026, its #450 holding.
  • Exencial Wealth Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2020 and has held it in 19 quarters since.
  • Exencial Wealth Advisors's Schwab Emerging Markets Equity ETF position peaked at $424K in Q4 2021.
  • 868 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.