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

LVW 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 		$6.04M Buy
166,689
+133,846
+408% +$4.78M 0.52% 33
2026
Q1 		$1.08M Buy
+32,843
New +$1.12M 0.1% 110
2024
Q2 		– Sell
-126,264
Closed -$3.19M – 308
2024
Q1 		$3.19M Sell
126,264
-85,314
-40% -$2.1M 0.54% 33
2023
Q4 		$5.25M Sell
211,578
-21,673
-9% -$521K 0.98% 18
2023
Q3 		$5.58M Sell
233,251
-2,128
-0.9% -$52.7K 1.15% 13
2023
Q2 		$5.8M Sell
235,379
-18,011
-7% -$440K 1.12% 17
2023
Q1 		$6.21M Buy
253,390
+85,008
+50% +$2.11M 1.21% 13
2022
Q4 		$3.99M Sell
168,382
-548,277
-77% -$12.8M 0.81% 33
2022
Q3 		$16.1M Sell
716,659
-69,579
-9% -$1.72M 3.59% 5
2022
Q2 		$20M Sell
786,238
-58,410
-7% -$1.53M 4.06% 4
2022
Q1 		$23.5M Sell
844,648
-34,213
-4% -$990K 3.97% 6
2021
Q4 		$26M Sell
878,861
-101,842
-10% -$3.11M 4.44% 5
2021
Q3 		$29.9M Buy
980,703
+74,502
+8% +$2.33M 5.15% 4
2021
Q2 		$29.8M Buy
906,201
+65,107
+8% +$2.11M 5.29% 4
2021
Q1 		$26.7M Buy
841,094
+132,022
+19% +$4.3M 5.13% 4
2020
Q4 		$21.7M Buy
709,072
+13,895
+2% +$403K 4.36% 5
2020
Q3 		$18.6M Sell
695,177
-65,162
-9% -$1.74M 4.1% 5
2020
Q2 		$18.5M Sell
760,339
-180,571
-19% -$4.1M 4.47% 4
2020
Q1 		$19.5M Buy
940,910
+130,056
+16% +$3.25M 5.18% 4
2019
Q4 		$22.2M Buy
810,854
+71,382
+10% +$1.88M 5.02% 4
2019
Q3 		$18.6M Buy
739,472
+13,204
+2% +$336K 4.6% 4
2019
Q2 		$19.1M Buy
726,268
+21,353
+3% +$553K 5.27% 3
2019
Q1 		$18.3M Buy
+704,915
New +$17.9M 4.89% 3
2015
Q3 		– Sell
-9,338
Closed -$230K – 150
2015
Q2 		$230K Buy
9,338
+355
+4% +$9.09K 0.1% 128
2015
Q1 		$219K Sell
8,983
-49
-0.5% -$1.19K 0.1% 135
2014
Q4 		$216K Buy
+9,032
New +$226K 0.12% 144

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

LVW Advisors's SCHE Position: Q2 2026 in Review

LVW Advisors increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 408% in Q2 2026, buying an estimated $4.78M and bringing the position to 166,689 shares worth $6.04M. The position accounts for 0.52% of the portfolio, ranked #33.

LVW Advisors first reported a position in SCHE in Q4 2014 and has held it in 26 quarters since. The position peaked at $29.9M in Q3 2021. 424 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • LVW Advisors held 166,689 shares of Schwab Emerging Markets Equity ETF worth $6.04M as of Q2 2026.
  • LVW Advisors bought 133,846 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $4.78M.
  • Schwab Emerging Markets Equity ETF made up 0.52% of LVW Advisors's portfolio in Q2 2026, its #33 holding.
  • LVW Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2014 and has held it in 26 quarters since.
  • LVW Advisors's Schwab Emerging Markets Equity ETF position peaked at $29.9M in Q3 2021.
  • 424 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.