GWWM
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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
Q3 		$309K Sell
8,479
-641
-7% -$23.4K 0.03% 105
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

Other funds holding SCHE

OWM
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 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

Great Waters Wealth Management's SCHE Position: Q3 2026 in Review

Great Waters Wealth Management reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 7% in Q3 2026, selling an estimated $23.4K and leaving 8,479 shares worth $309K. The position accounts for 0.03% of the portfolio, ranked #105.

Great Waters Wealth Management first reported a position in SCHE in Q4 2022 and has held it in 16 quarters since. The position peaked at $331K in Q2 2026. 121 funds tracked by Wall St. Rank hold SCHE as of Q3 2026.

  • Great Waters Wealth Management held 8,479 shares of Schwab Emerging Markets Equity ETF worth $309K as of Q3 2026.
  • Great Waters Wealth Management sold 641 Schwab Emerging Markets Equity ETF shares in Q3 2026, an estimated $23.4K.
  • Schwab Emerging Markets Equity ETF made up 0.03% of Great Waters Wealth Management's portfolio in Q3 2026, its #105 holding.
  • Great Waters Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2022 and has held it in 16 quarters since.
  • Great Waters Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $331K in Q2 2026.
  • 121 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2026.

Based on Great Waters Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.