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Intentional Wealth Strategies’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Intentional Wealth Strategies’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
-100
Closed -$3.29K – 740
2026
Q1 		$3.29K Buy
+100
New +$3.41K ﹤0.01% 567

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 $103B AUM 28.65% 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

Intentional Wealth Strategies's SCHE Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2026, closing a stake of 100 shares — an estimated $3.29K sold.

Intentional Wealth Strategies first reported a position in SCHE in Q1 2026 and held it in 1 quarter. The position peaked at $3.29K in Q1 2026. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 100 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $3.29K.
  • Intentional Wealth Strategies first reported a position in Schwab Emerging Markets Equity ETF in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Schwab Emerging Markets Equity ETF position peaked at $3.29K in Q1 2026.
  • 892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.