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

Heirloom 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 		– Sell
-63,247
Closed -$2.08M – 87
2026
Q1 		$2.08M Buy
+63,247
New +$2.16M 0.38% 33

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

Heirloom Wealth Management's SCHE Position: Q2 2026 in Review

Heirloom Wealth Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2026, closing a stake of 63,247 shares — an estimated $2.08M sold.

Heirloom Wealth Management first reported a position in SCHE in Q1 2026 and held it in 1 quarter. The position peaked at $2.08M in Q1 2026. 899 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Heirloom Wealth Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Heirloom Wealth Management sold 63,247 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $2.08M.
  • Heirloom Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q1 2026 and held it in 1 quarter.
  • Heirloom Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $2.08M in Q1 2026.
  • 899 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Heirloom Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.