Gladwyn Financial Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Gladwyn Financial 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 Q2	$16.9K	Buy	465 +1	+0.2%	+$36	0.01%	71
2026 Q1	$15.3K	Hold	464	–	–	0.01%	73
2025 Q4	$15.2K	Buy	464 +12	+3%	+$400	0.01%	77
2025 Q3	$15.1K	Hold	452	–	–	0.01%	73
2025 Q2	$13.6K	Buy	+452	New	+$12.8K	0.01%	71

Other funds holding SCHE

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

TCM

TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return

Gladwyn Financial Advisors's SCHE Position: Q2 2026 in Review

Gladwyn Financial Advisors increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 0.22% in Q2 2026, buying an estimated $36 and bringing the position to 465 shares worth $16.9K. The position accounts for 0.01% of the portfolio, ranked #71.

Gladwyn Financial Advisors first reported a position in SCHE in Q2 2025 and has held it in 5 quarters since. 313 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Gladwyn Financial Advisors held 465 shares of Schwab Emerging Markets Equity ETF worth $16.9K as of Q2 2026.
Gladwyn Financial Advisors bought 1 Schwab Emerging Markets Equity ETF share in Q2 2026, an estimated $36.
Schwab Emerging Markets Equity ETF made up 0.01% of Gladwyn Financial Advisors's portfolio in Q2 2026, its #71 holding.
Gladwyn Financial Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q2 2025 and has held it in 5 quarters since.
313 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Gladwyn Financial Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.