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

Gilpin 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 Q3	$356K	Sell	9,760 -50	-0.5%	-$1.83K	0.24%	91
2026 Q2	$356K	Hold	9,810	–	–	0.25%	97
2026 Q1	$323K	Buy	9,810 +50	+0.5%	+$1.71K	0.26%	88
2025 Q4	$320K	Buy	+9,760	New	+$325K	0.25%	87

Other funds holding SCHE

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

RBWA

RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

ZRP

Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return

Gilpin Wealth Management's SCHE Position: Q3 2026 in Review

Gilpin Wealth Management reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 0.51% in Q3 2026, selling an estimated $1.83K and leaving 9,760 shares worth $356K. The position accounts for 0.24% of the portfolio, ranked #91.

Gilpin Wealth Management first reported a position in SCHE in Q4 2025 and has held it in 4 quarters since. 58 funds tracked by Wall St. Rank hold SCHE as of Q3 2026.

Gilpin Wealth Management held 9,760 shares of Schwab Emerging Markets Equity ETF worth $356K as of Q3 2026.
Gilpin Wealth Management sold 50 Schwab Emerging Markets Equity ETF shares in Q3 2026, an estimated $1.83K.
Schwab Emerging Markets Equity ETF made up 0.24% of Gilpin Wealth Management's portfolio in Q3 2026, its #91 holding.
Gilpin Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2025 and has held it in 4 quarters since.
58 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.