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

Fonville 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	$924K	Buy	25,476 +1,238	+5%	+$44.2K	0.15%	72
2026 Q1	$799K	Sell	24,238 -54	-0.2%	-$1.84K	0.15%	70
2025 Q4	$796K	Buy	24,292 +9	+0%	+$300	0.16%	73
2025 Q3	$810K	Sell	24,283 -84	-0.3%	-$2.65K	0.18%	69
2025 Q2	$734K	Buy	24,367 +4	+0%	+$113	0.19%	69
2025 Q1	$670K	Sell	24,363 -201	-0.8%	-$5.5K	0.2%	67
2024 Q4	$654K	Sell	24,564 -46	-0.2%	-$1.3K	0.22%	61
2024 Q3	$718K	Sell	24,610 -136	-0.5%	-$3.68K	0.25%	59
2024 Q2	$658K	Sell	24,746 -1	-0%	-$26	0.26%	59
2024 Q1	$625K	Sell	24,747 -399	-2%	-$9.8K	0.28%	57
2023 Q4	$623K	Buy	+25,146	New	+$605K	0.33%	57

Other funds holding SCHE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Fonville Wealth Management increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 5.1% in Q2 2026, buying an estimated $44.2K and bringing the position to 25,476 shares worth $924K. The position accounts for 0.15% of the portfolio, ranked #72.

Fonville Wealth Management first reported a position in SCHE in Q4 2023 and has held it in 11 quarters since. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Fonville Wealth Management held 25,476 shares of Schwab Emerging Markets Equity ETF worth $924K as of Q2 2026.
Fonville Wealth Management bought 1,238 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $44.2K.
Schwab Emerging Markets Equity ETF made up 0.15% of Fonville Wealth Management's portfolio in Q2 2026, its #72 holding.
Fonville Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2023 and has held it in 11 quarters since.
892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Fonville Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.