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Flaharty Asset Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Flaharty Asset 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
Q2 		– Sell
-10,573
Closed -$348K – 116
2026
Q1 		$348K Sell
10,573
-4,006
-27% -$137K 0.04% 101
2025
Q4 		$477K Buy
14,579
+3,344
+30% +$112K 0.06% 87
2025
Q3 		$375K Buy
+11,235
New +$354K 0.05% 88

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

Flaharty Asset Management's SCHE Position: Q2 2026 in Review

Flaharty Asset Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2026, closing a stake of 10,573 shares — an estimated $348K sold.

Flaharty Asset Management first reported a position in SCHE in Q3 2025 and held it in 3 quarters. The position peaked at $477K in Q4 2025. 186 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Flaharty Asset Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Flaharty Asset Management sold 10,573 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $348K.
  • Flaharty Asset Management first reported a position in Schwab Emerging Markets Equity ETF in Q3 2025 and held it in 3 quarters.
  • Flaharty Asset Management's Schwab Emerging Markets Equity ETF position peaked at $477K in Q4 2025.
  • 186 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Flaharty Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.