KHC
SCHE icon

Koesten Hirschmann & Crabtree’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Koesten Hirschmann & Crabtree’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 		$3.45M Sell
95,236
-2,200
-2% -$78.6K 1.44% 12
2026
Q1 		$3.21M Buy
97,436
+53
+0.1% +$1.81K 1.56% 11
2025
Q4 		$3.19M Sell
97,383
-251
-0.3% -$8.37K 1.57% 11
2025
Q3 		$3.26M Buy
97,634
+227
+0.2% +$7.15K 1.55% 11
2025
Q2 		$2.94M Sell
97,407
-2,774
-3% -$78.5K 1.52% 11
2025
Q1 		$2.76M Sell
100,181
-2,070
-2% -$56.7K 1.58% 10
2024
Q4 		$2.72M Sell
102,251
-1,772
-2% -$50K 1.56% 11
2024
Q3 		$3.04M Sell
104,023
-1,756
-2% -$47.5K 1.77% 10
2024
Q2 		$2.67M Hold
105,779
– – 1.72% 11
2024
Q1 		$2.67M Buy
105,779
+6,988
+7% +$172K 1.72% 11
2023
Q4 		$2.45M Buy
98,791
+7,731
+8% +$186K 1.7% 11
2023
Q3 		$2.18M Buy
91,060
+4,986
+6% +$123K 1.71% 11
2023
Q2 		$2.12M Sell
86,074
-17,579
-17% -$430K 1.6% 12
2023
Q1 		$2.54M Buy
103,653
+687
+0.7% +$17K 1.95% 10
2022
Q4 		$2.44M Buy
+102,966
New +$2.4M 2% 10

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
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
BP
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

Koesten Hirschmann & Crabtree's SCHE Position: Q2 2026 in Review

Koesten Hirschmann & Crabtree reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 2.3% in Q2 2026, selling an estimated $78.6K and leaving 95,236 shares worth $3.45M. The position accounts for 1.44% of the portfolio, ranked #12.

Koesten Hirschmann & Crabtree first reported a position in SCHE in Q4 2022 and has held it in 15 quarters since. 313 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Koesten Hirschmann & Crabtree held 95,236 shares of Schwab Emerging Markets Equity ETF worth $3.45M as of Q2 2026.
  • Koesten Hirschmann & Crabtree sold 2,200 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $78.6K.
  • Schwab Emerging Markets Equity ETF made up 1.44% of Koesten Hirschmann & Crabtree's portfolio in Q2 2026, its #12 holding.
  • Koesten Hirschmann & Crabtree first reported a position in Schwab Emerging Markets Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • 313 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q2 2026, filed 20 Jul 2026.