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
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

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Great Waters Wealth Management's SCHE Position: Q2 2026 in Review

Great Waters Wealth Management increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 0.21% in Q2 2026, buying an estimated $678 and bringing the position to 9,120 shares worth $331K. The position accounts for 0.03% of the portfolio, ranked #98.

Great Waters Wealth Management first reported a position in SCHE in Q4 2022 and has held it in 15 quarters since. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Great Waters Wealth Management held 9,120 shares of Schwab Emerging Markets Equity ETF worth $331K as of Q2 2026.
  • Great Waters Wealth Management bought 19 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $678.
  • Schwab Emerging Markets Equity ETF made up 0.03% of Great Waters Wealth Management's portfolio in Q2 2026, its #98 holding.
  • Great Waters Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • 892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Great Waters Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.