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McKinley Carter Wealth Services’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

McKinley Carter Wealth Services’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 		$555K Buy
15,311
+7,805
+104% +$279K 0.03% 228
2026
Q1 		$247K Sell
7,506
-1,070
-12% -$36.5K 0.01% 279
2025
Q4 		$281K Sell
8,576
-6,489
-43% -$216K 0.02% 282
2025
Q3 		$503K Sell
15,065
-424
-3% -$13.4K 0.03% 225
2025
Q2 		$467K Buy
15,489
+4,742
+44% +$134K 0.03% 219
2025
Q1 		$296K Sell
10,747
-1,736
-14% -$47.5K 0.02% 259
2024
Q4 		$332K Sell
12,483
-372
-3% -$10.5K 0.02% 240
2024
Q3 		$375K Buy
12,855
+768
+6% +$20.8K 0.02% 233
2024
Q2 		$321K Buy
12,087
+87
+0.7% +$2.27K 0.02% 248
2024
Q1 		$303K Sell
12,000
-157
-1% -$3.86K 0.02% 256
2023
Q4 		$301K Sell
12,157
-768
-6% -$18.5K 0.02% 249
2023
Q3 		$309K Buy
12,925
+2,323
+22% +$57.5K 0.02% 243
2023
Q2 		$261K Buy
+10,602
New +$259K 0.02% 264
2022
Q4 		– Sell
-38,323
Closed -$858K – 297
2022
Q3 		$858K Sell
38,323
-733
-2% -$18.1K 0.08% 141
2022
Q2 		$991K Sell
39,056
-1,001
-2% -$26.2K 0.09% 137
2022
Q1 		$1.11M Sell
40,057
-18,508
-32% -$536K 0.09% 139
2021
Q4 		$1.74M Buy
58,565
+49,299
+532% +$1.51M 0.13% 116
2021
Q3 		$282K Sell
9,266
-2,257
-20% -$70.5K 0.02% 245
2021
Q2 		$378K Sell
11,523
-1,127
-9% -$36.6K 0.03% 220
2021
Q1 		$402K Buy
12,650
+5,199
+70% +$169K 0.03% 207
2020
Q4 		$228K Buy
+7,451
New +$216K 0.03% 239

Other funds holding SCHE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
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
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

McKinley Carter Wealth Services's SCHE Position: Q2 2026 in Review

McKinley Carter Wealth Services increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 104% in Q2 2026, buying an estimated $279K and bringing the position to 15,311 shares worth $555K. The position accounts for 0.03% of the portfolio, ranked #228.

McKinley Carter Wealth Services first reported a position in SCHE in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.74M in Q4 2021. 896 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • McKinley Carter Wealth Services held 15,311 shares of Schwab Emerging Markets Equity ETF worth $555K as of Q2 2026.
  • McKinley Carter Wealth Services bought 7,805 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $279K.
  • Schwab Emerging Markets Equity ETF made up 0.03% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #228 holding.
  • McKinley Carter Wealth Services first reported a position in Schwab Emerging Markets Equity ETF in Q4 2020 and has held it in 21 quarters since.
  • McKinley Carter Wealth Services's Schwab Emerging Markets Equity ETF position peaked at $1.74M in Q4 2021.
  • 896 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.