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

JFS 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	$5.4M	Sell	148,818 -16,335	-10%	-$583K	0.27%	64
2026 Q1	$5.44M	Buy	165,153 +1,058	+0.6%	+$36.1K	0.3%	60
2025 Q4	$5.37M	Buy	164,095 +1,091	+0.7%	+$36.4K	0.3%	59
2025 Q3	$5.44M	Sell	163,004 -3,548	-2%	-$112K	0.32%	56
2025 Q2	$5.02M	Sell	166,552 -5,058	-3%	-$143K	0.32%	54
2025 Q1	$4.73M	Sell	171,610 -4,701	-3%	-$129K	0.32%	53
2024 Q4	$4.7M	Sell	176,311 -8,734	-5%	-$247K	0.32%	54
2024 Q3	$5.4M	Sell	185,045 -4,495	-2%	-$122K	0.36%	47
2024 Q2	$5.03M	Sell	189,540 -7,036	-4%	-$183K	0.4%	43
2024 Q1	$4.96M	Sell	196,576 -2,094	-1%	-$51.5K	0.39%	44
2023 Q4	$4.93M	Sell	198,670 -11,261	-5%	-$271K	0.42%	43
2023 Q3	$5.03M	Sell	209,931 -2,903	-1%	-$71.9K	0.47%	42
2023 Q2	$5.24M	Buy	212,834 +12,321	+6%	+$301K	0.47%	42
2023 Q1	$4.92M	Sell	200,513 -1,746	-0.9%	-$43.3K	0.46%	45
2022 Q4	$4.79M	Sell	202,259 -16,035	-7%	-$373K	0.47%	44
2022 Q3	$4.89M	Sell	218,294 -2,498	-1%	-$61.7K	0.54%	36
2022 Q2	$5.6M	Sell	220,792 -8,949	-4%	-$234K	0.59%	34
2022 Q1	$6.38M	Buy	229,741 +5,322	+2%	+$154K	0.6%	33
2021 Q4	$6.65M	Buy	224,419 +2,560	+1%	+$78.2K	0.63%	32
2021 Q3	$6.76M	Sell	221,859 -21,659	-9%	-$677K	0.69%	29
2021 Q2	$8.01M	Sell	243,518 -2,008	-0.8%	-$65.1K	1.2%	18
2021 Q1	$7.8M	Sell	245,526 -9,213	-4%	-$300K	1.59%	16
2020 Q4	$7.81M	Sell	254,739 -2,736	-1%	-$79.3K	1.64%	16
2020 Q3	$6.89M	Buy	257,475 +25,831	+11%	+$690K	1.64%	16
2020 Q2	$5.64M	Buy	231,644 +15,399	+7%	+$350K	1.46%	17
2020 Q1	$4.47M	Buy	216,245 +45,801	+27%	+$1.15M	1.34%	19
2019 Q4	$4.67M	Buy	170,444 +8,523	+5%	+$225K	1.15%	22
2019 Q3	$4.07M	Buy	161,921 +3,478	+2%	+$88.5K	1.04%	23
2019 Q2	$4.16M	Sell	158,443 -185	-0.1%	-$4.79K	1.05%	23
2019 Q1	$4.13M	Sell	158,628 -19,949	-11%	-$505K	1.08%	23
2018 Q4	$4.2M	Buy	178,577 +20,449	+13%	+$496K	1.13%	23
2018 Q3	$4.07M	Buy	158,128 +2,263	+1%	+$58.6K	1.05%	24
2018 Q2	$4.04M	Buy	155,865 +3,031	+2%	+$83.3K	1.06%	24
2018 Q1	$4.39M	Buy	152,834 +2,308	+2%	+$67.6K	1.16%	21
2017 Q4	$4.21M	Buy	150,526 +4,940	+3%	+$136K	1.03%	25
2017 Q3	$3.92M	Buy	145,586 +1,042	+0.7%	+$27.6K	1.01%	26
2017 Q2	$3.59M	Sell	144,544 -70,762	-33%	-$1.74M	0.99%	25
2017 Q1	$4.64M	Hold	215,306	–	–	1.26%	24
2016 Q4	$4.64M	Buy	215,306 +59,760	+38%	+$1.34M	1.26%	24
2016 Q3	$3.59M	Sell	155,546 -3,178	-2%	-$71.8K	1.03%	29
2016 Q2	$3.38M	Sell	158,724 -22,182	-12%	-$456K	0.93%	26
2016 Q1	$3.76M	Sell	180,906 -113,564	-39%	-$2.13M	1.11%	23
2015 Q4	$5.75M	Buy	294,470 +293,920	+53,440%	+$6.16M	1.65%	13
2015 Q3	$11K	Buy	+550	New	+$12K	﹤0.01%	332

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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 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

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

JFS Wealth Advisors reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 9.9% in Q2 2026, selling an estimated $583K and leaving 148,818 shares worth $5.4M. The position accounts for 0.27% of the portfolio, ranked #64.

JFS Wealth Advisors first reported a position in SCHE in Q3 2015 and has held it in 44 quarters since. The position peaked at $8.01M in Q2 2021. 449 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

JFS Wealth Advisors held 148,818 shares of Schwab Emerging Markets Equity ETF worth $5.4M as of Q2 2026.
JFS Wealth Advisors sold 16,335 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $583K.
Schwab Emerging Markets Equity ETF made up 0.27% of JFS Wealth Advisors's portfolio in Q2 2026, its #64 holding.
JFS Wealth Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q3 2015 and has held it in 44 quarters since.
JFS Wealth Advisors's Schwab Emerging Markets Equity ETF position peaked at $8.01M in Q2 2021.
449 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.