Lee Financial’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.48M | Sell |
95,863
-1,820
| -2% | -$65K | 0.44% | 24 |
|
|
2026
Q1 | $3.22M | Sell |
97,683
-25
| -0% | -$854 | 0.45% | 25 |
|
|
2025
Q4 | $3.2M | Sell |
97,708
-15
| -0% | -$500 | 0.43% | 25 |
|
|
2025
Q3 | $3.26M | Buy |
97,723
+15
| +0% | +$473 | 0.41% | 25 |
|
|
2025
Q2 | $2.94M | Buy |
97,708
+1,730
| +2% | +$49K | 0.42% | 25 |
|
|
2025
Q1 | $2.65M | Buy |
95,978
+185
| +0.2% | +$5.06K | 0.4% | 23 |
|
|
2024
Q4 | $2.55M | Sell |
95,793
-123
| -0.1% | -$3.47K | 0.36% | 26 |
|
|
2024
Q3 | $2.8M | Sell |
95,916
-25
| -0% | -$677 | 0.4% | 24 |
|
|
2024
Q2 | $2.55M | Hold |
95,941
| – | – | 0.42% | 24 |
|
|
2024
Q1 | $2.42M | Sell |
95,941
-3,592
| -4% | -$88.3K | 0.4% | 24 |
|
|
2023
Q4 | $2.47M | Sell |
99,533
-1,444
| -1% | -$34.7K | 0.43% | 24 |
|
|
2023
Q3 | $2.42M | Sell |
100,977
-429
| -0.4% | -$10.6K | 0.45% | 23 |
|
|
2023
Q2 | $2.5M | Buy |
101,406
+4,979
| +5% | +$122K | 0.44% | 26 |
|
|
2023
Q1 | $2.36M | Buy |
96,427
+3,128
| +3% | +$77.5K | 0.41% | 28 |
|
|
2022
Q4 | $2.21M | Buy |
93,299
+4,885
| +6% | +$114K | 0.38% | 35 |
|
|
2022
Q3 | $1.98M | Sell |
88,414
-9,542
| -10% | -$236K | 0.37% | 36 |
|
|
2022
Q2 | $2.49M | Sell |
97,956
-29,411
| -23% | -$769K | 0.46% | 27 |
|
|
2022
Q1 | $3.54M | Sell |
127,367
-19,221
| -13% | -$556K | 0.63% | 23 |
|
|
2021
Q4 | $4.34M | Hold |
146,588
| – | – | 0.82% | 22 |
|
|
2021
Q3 | $4.47M | Sell |
146,588
-2
| -0% | -$62 | 0.92% | 21 |
|
|
2021
Q2 | $4.82M | Sell |
146,590
-1,111
| -0.8% | -$36K | 1.02% | 20 |
|
|
2021
Q1 | $4.69M | Sell |
147,701
-48
| -0% | -$1.56K | 1.11% | 20 |
|
|
2020
Q4 | $4.53M | Sell |
147,749
-7,011
| -5% | -$203K | 1.17% | 19 |
|
|
2020
Q3 | $4.14M | Sell |
154,760
-5,461
| -3% | -$146K | 1.16% | 18 |
|
|
2020
Q2 | $3.9M | Sell |
160,221
-22,182
| -12% | -$504K | 1.08% | 18 |
|
|
2020
Q1 | $3.77M | Sell |
182,403
-1,543
| -0.8% | -$38.6K | 1.25% | 15 |
|
|
2019
Q4 | $5.04M | Sell |
183,946
-6,322
| -3% | -$167K | 1.09% | 19 |
|
|
2019
Q3 | $4.78M | Sell |
190,268
-19,595
| -9% | -$499K | 1.08% | 20 |
|
|
2019
Q2 | $5.51M | Sell |
209,863
-6,410
| -3% | -$166K | 1.24% | 17 |
|
|
2019
Q1 | $5.63M | Buy |
216,273
+9,881
| +5% | +$250K | 1.32% | 16 |
|
|
2018
Q4 | $4.86M | Sell |
206,392
-82,701
| -29% | -$2M | 1.3% | 18 |
|
|
2018
Q3 | $7.43M | Sell |
289,093
-315
| -0.1% | -$8.16K | 1.83% | 12 |
|
|
2018
Q2 | $7.49M | Buy |
289,408
+9,453
| +3% | +$260K | 1.77% | 13 |
|
|
2018
Q1 | $8.04M | Buy |
279,955
+80,111
| +40% | +$2.35M | 2.04% | 12 |
|
|
2017
Q4 | $5.58M | Buy |
199,844
+9,474
| +5% | +$261K | 1.62% | 14 |
|
|
2017
Q3 | $5.12M | Buy |
190,370
+41,810
| +28% | +$1.11M | 1.65% | 14 |
|
|
2017
Q2 | $3.69M | Buy |
148,560
+28,987
| +24% | +$712K | 1.36% | 15 |
|
|
2017
Q1 | $2.87M | Buy |
119,573
+109,198
| +1,053% | +$2.54M | 1.14% | 18 |
|
|
2016
Q4 | $224K | Buy |
+10,375
| New | +$232K | 0.13% | 100 |
|
Other funds holding SCHE
SAG
RIM
R
Lee Financial's SCHE Position: Q2 2026 in Review
Lee Financial reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 1.9% in Q2 2026, selling an estimated $65K and leaving 95,863 shares worth $3.48M. The position accounts for 0.44% of the portfolio, ranked #24.
Lee Financial first reported a position in SCHE in Q4 2016 and has held it in 39 quarters since. The position peaked at $8.04M in Q1 2018. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.
- Lee Financial held 95,863 shares of Schwab Emerging Markets Equity ETF worth $3.48M as of Q2 2026.
- Lee Financial sold 1,820 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $65K.
- Schwab Emerging Markets Equity ETF made up 0.44% of Lee Financial's portfolio in Q2 2026, its #24 holding.
- Lee Financial first reported a position in Schwab Emerging Markets Equity ETF in Q4 2016 and has held it in 39 quarters since.
- Lee Financial's Schwab Emerging Markets Equity ETF position peaked at $8.04M in Q1 2018.
- 892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.
Based on Lee Financial's 13F filing for Q2 2026, filed 22 Jul 2026.