Market Street Wealth Management Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Market Street Wealth Management 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	$224K	Sell	6,184 -425	-6%	-$15.2K	0.03%	115
2026 Q1	$218K	Hold	6,609	–	–	0.03%	100
2025 Q4	$216K	Hold	6,609	–	–	0.03%	100
2025 Q3	$221K	Buy	+6,609	New	+$208K	0.04%	99
2023 Q3	–	Sell	-10,788	Closed	-$266K	–	94
2023 Q2	$266K	Hold	10,788	–	–	0.07%	84
2023 Q1	$265K	Sell	10,788 -807	-7%	-$20K	0.07%	87
2022 Q4	$274K	Sell	11,595 -9,967	-46%	-$232K	0.08%	86
2022 Q3	$483K	Sell	21,562 -7,968	-27%	-$197K	0.15%	71
2022 Q2	$749K	Sell	29,530 -14,136	-32%	-$369K	0.23%	59
2022 Q1	$1.21M	Sell	43,666 -10,653	-20%	-$308K	0.43%	46
2021 Q4	$1.61M	Sell	54,319 -11,570	-18%	-$354K	0.52%	39
2021 Q3	$2.01M	Sell	65,889 -3,891	-6%	-$122K	0.8%	26
2021 Q2	$2.29M	Sell	69,780 -1,440	-2%	-$46.7K	1.01%	25
2021 Q1	$2.26M	Sell	71,220 -5,486	-7%	-$179K	1.34%	21
2020 Q4	$2.35M	Sell	76,706 -1,043	-1%	-$30.2K	1.83%	16
2020 Q3	$2.08M	Sell	77,749 -5,123	-6%	-$137K	1.86%	16
2020 Q2	$2.02M	Buy	82,872 +12,241	+17%	+$278K	1.84%	16
2020 Q1	$1.46M	Buy	70,631 +51,825	+276%	+$1.3M	1.57%	19
2019 Q4	$515K	Sell	18,806 -2,720	-13%	-$71.7K	0.47%	31
2019 Q3	$541K	Buy	+21,526	New	+$548K	0.53%	29

Other funds holding SCHE

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Market Street Wealth Management Advisors's SCHE Position: Q2 2026 in Review

Market Street Wealth Management Advisors reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 6.4% in Q2 2026, selling an estimated $15.2K and leaving 6,184 shares worth $224K. The position accounts for 0.03% of the portfolio, ranked #115.

Market Street Wealth Management Advisors first reported a position in SCHE in Q3 2019 and has held it in 20 quarters since. The position peaked at $2.35M in Q4 2020. 588 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Market Street Wealth Management Advisors held 6,184 shares of Schwab Emerging Markets Equity ETF worth $224K as of Q2 2026.
Market Street Wealth Management Advisors sold 425 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $15.2K.
Schwab Emerging Markets Equity ETF made up 0.03% of Market Street Wealth Management Advisors's portfolio in Q2 2026, its #115 holding.
Market Street Wealth Management Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q3 2019 and has held it in 20 quarters since.
Market Street Wealth Management Advisors's Schwab Emerging Markets Equity ETF position peaked at $2.35M in Q4 2020.
588 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Market Street Wealth Management Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.