GWWM
SCHE icon

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

Great Waters 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 		$331K Buy
9,120
+19
+0.2% +$678 0.03% 98
2026
Q1 		$300K Sell
9,101
-447
-5% -$15.3K 0.03% 93
2025
Q4 		$313K Buy
9,548
+196
+2% +$6.54K 0.03% 88
2025
Q3 		$312K Sell
9,352
-73
-0.8% -$2.3K 0.04% 86
2025
Q2 		$284K Buy
9,425
+332
+4% +$9.4K 0.04% 81
2025
Q1 		$251K Sell
9,093
-349
-4% -$9.55K 0.03% 83
2024
Q4 		$251K Buy
9,442
+463
+5% +$13.1K 0.03% 87
2024
Q3 		$262K Buy
8,979
+89
+1% +$2.41K 0.04% 91
2024
Q2 		$236K Sell
8,890
-76
-0.8% -$1.98K 0.04% 91
2024
Q1 		$226K Sell
8,966
-2,028
-18% -$49.8K 0.04% 87
2023
Q4 		$268K Buy
10,994
+222
+2% +$5.34K 0.05% 75
2023
Q3 		$257K Sell
10,772
-524
-5% -$13K 0.05% 74
2023
Q2 		$278K Buy
11,296
+94
+0.8% +$2.3K 0.06% 72
2023
Q1 		$271K Sell
11,202
-82
-0.7% -$2.03K 0.06% 73
2022
Q4 		$295K Buy
+11,284
New +$263K 0.06% 71

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OWM
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CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 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 $59.6B AUM 29.42% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return