HHM Wealth Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

HHM Wealth Advisors’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	$828K	Sell	22,835 -499	-2%	-$17.8K	0.08%	93
2026 Q1	$769K	Sell	23,334 -154	-0.7%	-$5.26K	0.09%	84
2025 Q4	$769K	Sell	23,488 -2,739	-10%	-$91.3K	0.09%	84
2025 Q3	$875K	Hold	26,227	–	–	0.1%	74
2025 Q2	$790K	Sell	26,227 -22	-0.1%	-$623	0.09%	77
2025 Q1	$724K	Sell	26,249 -91	-0.3%	-$2.49K	0.1%	80
2024 Q4	$701K	Buy	26,340 +5,473	+26%	+$155K	0.1%	82
2024 Q3	$609K	Sell	20,867 -457	-2%	-$12.4K	0.09%	89
2024 Q2	$566K	Sell	21,324 -595	-3%	-$15.5K	0.09%	88
2024 Q1	$553K	Sell	21,919 -4,408	-17%	-$108K	0.09%	75
2023 Q4	$653K	Buy	26,327 +446	+2%	+$10.7K	0.11%	64
2023 Q3	$620K	Sell	25,881 -131	-0.5%	-$3.24K	0.12%	63
2023 Q2	$641K	Buy	26,012 +88	+0.3%	+$2.15K	0.12%	63
2023 Q1	$636K	Buy	25,924 +32	+0.1%	+$793	0.13%	60
2022 Q4	$613K	Buy	25,892 +24	+0.1%	+$559	0.14%	58
2022 Q3	$579K	Hold	25,868	–	–	0.15%	47
2022 Q2	$657K	Buy	25,868 +98	+0.4%	+$2.56K	0.17%	51
2022 Q1	$716K	Buy	25,770 +51	+0.2%	+$1.48K	0.17%	52
2021 Q4	$762K	Sell	25,719 -4,856	-16%	-$148K	0.18%	47
2021 Q3	$932K	Hold	30,575	–	–	0.25%	37
2021 Q2	$1M	Buy	30,575 +27,756	+985%	+$900K	0.27%	34
2021 Q1	$90K	Buy	2,819 +590	+26%	+$19.2K	0.03%	202
2020 Q4	$68K	Hold	2,229	–	–	0.02%	222
2020 Q3	$60K	Sell	2,229 -98	-4%	-$2.62K	0.02%	205
2020 Q2	$57K	Sell	2,327 -400	-15%	-$9.09K	0.02%	209
2020 Q1	$56K	Buy	+2,727	New	+$68.2K	0.03%	193

Other funds holding SCHE

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

TCM

TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return

HHM Wealth Advisors's SCHE Position: Q2 2026 in Review

HHM Wealth Advisors reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 2.1% in Q2 2026, selling an estimated $17.8K and leaving 22,835 shares worth $828K. The position accounts for 0.08% of the portfolio, ranked #93.

HHM Wealth Advisors first reported a position in SCHE in Q1 2020 and has held it in 26 quarters since. The position peaked at $1M in Q2 2021. 315 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

HHM Wealth Advisors held 22,835 shares of Schwab Emerging Markets Equity ETF worth $828K as of Q2 2026.
HHM Wealth Advisors sold 499 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $17.8K.
Schwab Emerging Markets Equity ETF made up 0.08% of HHM Wealth Advisors's portfolio in Q2 2026, its #93 holding.
HHM Wealth Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q1 2020 and has held it in 26 quarters since.
HHM Wealth Advisors's Schwab Emerging Markets Equity ETF position peaked at $1M in Q2 2021.
315 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.