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Ironwood Wealth Management (Arizona)’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Ironwood Wealth Management (Arizona)’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 		$1.22M Sell
33,781
-3,508
-9% -$125K 0.27% 28
2026
Q1 		$1.23M Sell
37,289
-265
-0.7% -$9.05K 0.35% 21
2025
Q4 		$1.23M Sell
37,554
-24
-0.1% -$800 0.36% 21
2025
Q3 		$1.25M Sell
37,578
-3,257
-8% -$103K 0.42% 21
2025
Q2 		$1.23M Sell
40,835
-25,143
-38% -$712K 0.45% 21
2025
Q1 		$1.82M Sell
65,978
-452
-0.7% -$12.4K 0.56% 20
2024
Q4 		$1.77M Sell
66,430
-995
-1% -$28.1K 0.55% 20
2024
Q3 		$1.97M Sell
67,425
-393
-0.6% -$10.6K 0.59% 20
2024
Q2 		$1.8M Sell
67,818
-2,792
-4% -$72.8K 0.59% 20
2024
Q1 		$1.78M Sell
70,610
-854
-1% -$21K 0.58% 20
2023
Q4 		$1.77M Sell
71,464
-1,638
-2% -$39.4K 0.59% 20
2023
Q3 		$1.75M Sell
73,102
-3,452
-5% -$85.5K 0.71% 25
2023
Q2 		$1.89M Sell
76,554
-467
-0.6% -$11.4K 0.7% 23
2023
Q1 		$1.89M Sell
77,021
-3,417
-4% -$84.7K 0.75% 23
2022
Q4 		$1.9M Buy
80,438
+17,893
+29% +$416K 0.8% 23
2022
Q3 		$1.59M Hold
62,545
– – 0.71% 18
2022
Q2 		$1.59M Buy
62,545
+10,609
+20% +$277K 0.71% 18
2022
Q1 		$1.44M Sell
51,936
-452
-0.9% -$13.1K 0.59% 20
2021
Q4 		$1.55M Sell
52,388
-188
-0.4% -$5.74K 0.68% 16
2021
Q3 		$1.6M Sell
52,576
-407
-0.8% -$12.7K 0.75% 16
2021
Q2 		$1.75M Sell
52,983
-2,474
-4% -$80.2K 1.01% 16
2021
Q1 		$1.76M Sell
55,457
-13,922
-20% -$453K 1.13% 14
2020
Q4 		$2.13M Sell
69,379
-19,904
-22% -$577K 1.32% 14
2020
Q3 		$2.17M Hold
89,283
– – 1.61% 11
2020
Q2 		$2.17M Sell
89,283
-52,291
-37% -$1.19M 1.61% 11
2020
Q1 		$2.93M Sell
141,574
-109,263
-44% -$2.73M 2.45% 9
2019
Q4 		$6.87M Sell
250,837
-144,892
-37% -$3.82M 4.79% 9
2019
Q3 		$9.95M Buy
395,729
+5,489
+1% +$140K 7.42% 4
2019
Q2 		$10.2M Buy
390,240
+86,317
+28% +$2.24M 7.84% 4
2019
Q1 		$7.91M Buy
303,923
+1,465
+0.5% +$37.1K 6.74% 6
2018
Q4 		$7.12M Sell
302,458
-31,928
-10% -$774K 6.86% 6
2018
Q3 		$8.6M Buy
334,386
+26,229
+9% +$680K 7.59% 6
2018
Q2 		$7.98M Buy
+308,157
New +$8.47M 7.48% 6
2017
Q3 		$7.04M Buy
+261,457
New +$6.92M 6.58% 6

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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 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
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Ironwood Wealth Management (Arizona)'s SCHE Position: Q2 2026 in Review

Ironwood Wealth Management (Arizona) reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 9.4% in Q2 2026, selling an estimated $125K and leaving 33,781 shares worth $1.22M. The position accounts for 0.27% of the portfolio, ranked #28.

Ironwood Wealth Management (Arizona) first reported a position in SCHE in Q3 2017 and has held it in 34 quarters since. The position peaked at $10.2M in Q2 2019. 449 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Ironwood Wealth Management (Arizona) held 33,781 shares of Schwab Emerging Markets Equity ETF worth $1.22M as of Q2 2026.
  • Ironwood Wealth Management (Arizona) sold 3,508 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $125K.
  • Schwab Emerging Markets Equity ETF made up 0.27% of Ironwood Wealth Management (Arizona)'s portfolio in Q2 2026, its #28 holding.
  • Ironwood Wealth Management (Arizona) first reported a position in Schwab Emerging Markets Equity ETF in Q3 2017 and has held it in 34 quarters since.
  • Ironwood Wealth Management (Arizona)'s Schwab Emerging Markets Equity ETF position peaked at $10.2M in Q2 2019.
  • 449 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Ironwood Wealth Management (Arizona)'s 13F filing for Q2 2026, filed 30 Jul 2026.