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Grimes & Company’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Grimes & Company’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 		$2.59M Sell
71,371
-2,413
-3% -$86.2K 0.06% 177
2026
Q1 		$2.43M Sell
73,784
-4,921
-6% -$168K 0.07% 170
2025
Q4 		$2.58M Sell
78,705
-2,476
-3% -$82.6K 0.06% 173
2025
Q3 		$2.71M Sell
81,181
-1,155
-1% -$36.4K 0.07% 158
2025
Q2 		$2.48M Buy
82,336
+4,297
+6% +$122K 0.07% 147
2025
Q1 		$2.15M Sell
78,039
-5,065
-6% -$139K 0.07% 140
2024
Q4 		$2.21M Buy
83,104
+3,431
+4% +$96.9K 0.06% 145
2024
Q3 		$2.32M Buy
79,673
+5,651
+8% +$153K 0.06% 137
2024
Q2 		$1.97M Buy
74,022
+698
+1% +$18.2K 0.06% 135
2024
Q1 		$1.85M Sell
73,324
-3,195
-4% -$78.5K 0.06% 140
2023
Q4 		$1.9M Buy
76,519
+2,170
+3% +$52.2K 0.06% 137
2023
Q3 		$1.78M Sell
74,349
-1,987
-3% -$49.2K 0.07% 130
2023
Q2 		$1.88M Sell
76,336
-8,747
-10% -$214K 0.07% 123
2023
Q1 		$2.09M Sell
85,083
-26
-0% -$644 0.09% 113
2022
Q4 		$2.01M Buy
85,109
+4,165
+5% +$96.9K 0.09% 125
2022
Q3 		$1.81M Buy
80,944
+3,762
+5% +$93K 0.09% 111
2022
Q2 		$1.96M Buy
77,182
+1,829
+2% +$47.8K 0.1% 113
2022
Q1 		$2.09M Buy
75,353
+5,986
+9% +$173K 0.11% 117
2021
Q4 		$2.06M Sell
69,367
-110,425
-61% -$3.37M 0.09% 120
2021
Q3 		$5.48M Sell
179,792
-48,557
-21% -$1.52M 0.24% 82
2021
Q2 		$7.51M Buy
228,349
+10,706
+5% +$347K 0.33% 71
2021
Q1 		$6.92M Buy
217,643
+941
+0.4% +$30.6K 0.33% 75
2020
Q4 		$6.64M Buy
216,702
+9,187
+4% +$266K 0.35% 70
2020
Q3 		$5.55M Buy
207,515
+54,357
+35% +$1.45M 0.36% 72
2020
Q2 		$3.73M Buy
153,158
+91,462
+148% +$2.08M 0.26% 77
2020
Q1 		$1.28M Sell
61,696
-78,535
-56% -$1.96M 0.12% 101
2019
Q4 		$3.84M Buy
140,231
+89,292
+175% +$2.35M 0.25% 81
2019
Q3 		$1.28M Buy
50,939
+194
+0.4% +$4.94K 0.09% 118
2019
Q2 		$1.33M Sell
50,745
-138,602
-73% -$3.59M 0.1% 111
2019
Q1 		$4.92M Buy
189,347
+136,269
+257% +$3.45M 0.39% 70
2018
Q4 		$1.25M Buy
53,078
+5,693
+12% +$138K 0.12% 97
2018
Q3 		$1.22M Sell
47,385
-44,554
-48% -$1.15M 0.1% 107
2018
Q2 		$2.38M Sell
91,939
-47,657
-34% -$1.31M 0.21% 88
2018
Q1 		$4.01M Sell
139,596
-1,176
-0.8% -$34.5K 0.39% 70
2017
Q4 		$3.93M Buy
140,772
+3,247
+2% +$89.5K 0.38% 71
2017
Q3 		$3.7M Buy
137,525
+101
+0.1% +$2.67K 0.39% 68
2017
Q2 		$3.42M Sell
137,424
-2,187
-2% -$53.8K 0.38% 70
2017
Q1 		$3.35M Buy
139,611
+4,613
+3% +$107K 0.37% 70
2016
Q4 		$2.91M Buy
134,998
+2,147
+2% +$48K 0.34% 72
2016
Q3 		$3.06M Buy
132,851
+5,094
+4% +$115K 0.41% 68
2016
Q2 		$2.72M Buy
+127,757
New +$2.63M 0.36% 73
2015
Q3 		– Sell
-71,060
Closed -$1.75M – 206
2015
Q2 		$1.75M Buy
+71,060
New +$1.82M 0.25% 80

Other funds holding SCHE

R
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
BWM
Boyd Wealth Management Sacramento, California $264M AUM 18.15% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Grimes & Company's SCHE Position: Q2 2026 in Review

Grimes & Company reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 3.3% in Q2 2026, selling an estimated $86.2K and leaving 71,371 shares worth $2.59M. The position accounts for 0.06% of the portfolio, ranked #177.

Grimes & Company first reported a position in SCHE in Q2 2015 and has held it in 42 quarters since. The position peaked at $7.51M in Q2 2021. 254 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Grimes & Company held 71,371 shares of Schwab Emerging Markets Equity ETF worth $2.59M as of Q2 2026.
  • Grimes & Company sold 2,413 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $86.2K.
  • Schwab Emerging Markets Equity ETF made up 0.06% of Grimes & Company's portfolio in Q2 2026, its #177 holding.
  • Grimes & Company first reported a position in Schwab Emerging Markets Equity ETF in Q2 2015 and has held it in 42 quarters since.
  • Grimes & Company's Schwab Emerging Markets Equity ETF position peaked at $7.51M in Q2 2021.
  • 254 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.