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Legacy Wealth Management (Idaho)’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-280
Closed -$9.23K – 801
2026
Q1 		$9.23K Buy
+280
New +$9.56K ﹤0.01% 506
2025
Q2 		– Sell
-10
Closed -$276 – 849
2025
Q1 		$276 Buy
+10
New +$274 ﹤0.01% 746

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HighTower Advisors
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US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
R
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s SCHE Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2026, closing a stake of 280 shares — an estimated $9.23K sold.

Legacy Wealth Management (Idaho) first reported a position in SCHE in Q1 2025 and held it in 2 quarters. The position peaked at $9.23K in Q1 2026. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 280 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $9.23K.
  • Legacy Wealth Management (Idaho) first reported a position in Schwab Emerging Markets Equity ETF in Q1 2025 and held it in 2 quarters.
  • Legacy Wealth Management (Idaho)'s Schwab Emerging Markets Equity ETF position peaked at $9.23K in Q1 2026.
  • 892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.