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

Focused 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
Q2 		$246K Sell
6,789
-1,813
-21% -$64.7K 0.02% 208
2026
Q1 		$283K Buy
+8,602
New +$294K 0.03% 161
2024
Q1 		– Sell
-3,688
Closed -$91.4K – 821
2023
Q4 		$91.4K Buy
3,688
+2
+0.1% +$48 0.02% 213
2023
Q3 		$88.2K Sell
3,686
-454
-11% -$11.2K 0.02% 211
2023
Q2 		$102K Sell
4,140
-120
-3% -$2.93K 0.02% 201
2023
Q1 		$104K Buy
4,260
+179
+4% +$4.43K 0.02% 195
2022
Q4 		$96.6K Sell
4,081
-335
-8% -$7.8K 0.02% 198
2022
Q3 		$99K Hold
4,416
– – 0.02% 183
2022
Q2 		$112K Buy
4,416
+1
+0% +$26 0.02% 179
2022
Q1 		$123K Buy
4,415
+1
+0% +$29 0.02% 187
2021
Q4 		$131K Buy
4,414
+10
+0.2% +$306 0.02% 244
2021
Q3 		$134K Sell
4,404
-91
-2% -$2.84K 0.02% 235
2021
Q2 		$148K Sell
4,495
-40,633
-90% -$1.32M 0.02% 220
2021
Q1 		$1.43M Sell
45,128
-5,976
-12% -$195K 0.25% 44
2020
Q4 		$1.57M Buy
51,104
+35
+0.1% +$1.01K 0.3% 39
2020
Q3 		$1.37M Buy
51,069
+39
+0.1% +$1.04K 0.3% 41
2020
Q2 		$1.24M Sell
51,030
-13,387
-21% -$304K 0.29% 46
2020
Q1 		$1.33M Sell
64,417
-1,417,067
-96% -$35.4M 0.38% 35
2019
Q4 		$40.5M Buy
1,481,484
+1,405,434
+1,848% +$37M 9.58% 2
2019
Q3 		$1.91M Sell
76,050
-2,031
-3% -$51.7K 0.53% 31
2019
Q2 		$2.05M Sell
78,081
-9,323
-11% -$241K 0.55% 32
2019
Q1 		$2.27M Buy
87,404
+20,140
+30% +$510K 0.69% 28
2018
Q4 		$1.58M Buy
67,264
+54,441
+425% +$1.32M 0.54% 36
2018
Q3 		$330K Sell
12,823
-15,614
-55% -$405K 0.11% 97
2018
Q2 		$736K Buy
28,437
+22,619
+389% +$622K 0.26% 66
2018
Q1 		$167K Buy
+5,818
New +$170K 0.05% 188

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 $104B AUM 28.3% 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

Focused Wealth Management's SCHE Position: Q2 2026 in Review

Focused Wealth Management reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 21% in Q2 2026, selling an estimated $64.7K and leaving 6,789 shares worth $246K. The position accounts for 0.02% of the portfolio, ranked #208.

Focused Wealth Management first reported a position in SCHE in Q1 2018 and has held it in 26 quarters since. The position peaked at $40.5M in Q4 2019. 896 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Focused Wealth Management held 6,789 shares of Schwab Emerging Markets Equity ETF worth $246K as of Q2 2026.
  • Focused Wealth Management sold 1,813 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $64.7K.
  • Schwab Emerging Markets Equity ETF made up 0.02% of Focused Wealth Management's portfolio in Q2 2026, its #208 holding.
  • Focused Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q1 2018 and has held it in 26 quarters since.
  • Focused Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $40.5M in Q4 2019.
  • 896 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.