JWCA
SCHE icon

J.W. Cole Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

J.W. Cole 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 		$376K Buy
+10,365
New +$370K 0.01% 1153
2026
Q1 		– Sell
-10,635
Closed -$292K – 1353
2025
Q4 		$292K Buy
10,635
+253
+2% +$8.44K 0.01% 1112
2025
Q3 		$346K Buy
10,382
+662
+7% +$20.9K 0.01% 1145
2025
Q2 		$293K Buy
9,720
+2,050
+27% +$58K 0.01% 1156
2025
Q1 		$211K Sell
7,670
-2,403
-24% -$65.8K 0.01% 1124
2024
Q4 		$268K Buy
10,073
+1,707
+20% +$48.2K 0.01% 821
2024
Q3 		$244K Buy
+8,366
New +$226K 0.01% 837
2021
Q4 		– Sell
-140,426
Closed -$9.71M – 879
2021
Q3 		$9.71M Buy
+140,426
New +$4.39M 0.69% 23

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

J.W. Cole Advisors's SCHE Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Schwab Emerging Markets Equity ETF (SCHE) in Q2 2026: 10,365 shares worth $376K. The stake represents 0.01% of the portfolio and ranks #1153 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in SCHE as recently as Q4 2025.

J.W. Cole Advisors first reported a position in SCHE in Q3 2021 and has held it in 8 quarters since. The position peaked at $9.71M in Q3 2021. 235 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • J.W. Cole Advisors held 10,365 shares of Schwab Emerging Markets Equity ETF worth $376K as of Q2 2026.
  • Schwab Emerging Markets Equity ETF was a new J.W. Cole Advisors position in Q2 2026.
  • Schwab Emerging Markets Equity ETF made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1153 holding.
  • J.W. Cole Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q3 2021 and has held it in 8 quarters since.
  • J.W. Cole Advisors's Schwab Emerging Markets Equity ETF position peaked at $9.71M in Q3 2021.
  • 235 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.