MWM
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Modera Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Modera Wealth Management’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 		$1.49M Sell
41,133
-1,439
-3% -$51.4K 0.02% 300
2026
Q1 		$1.4M Sell
42,572
-2,657
-6% -$90.7K 0.02% 295
2025
Q4 		$1.48M Sell
45,229
-946
-2% -$31.5K 0.02% 293
2025
Q3 		$1.54M Buy
46,175
+1,874
+4% +$59K 0.02% 286
2025
Q2 		$1.34M Sell
44,301
-721
-2% -$20.4K 0.02% 296
2025
Q1 		$1.24M Sell
45,022
-2,706
-6% -$74.1K 0.02% 296
2024
Q4 		$1.27M Sell
47,728
-7,259
-13% -$205K 0.02% 295
2024
Q3 		$1.6M Buy
54,987
+4,101
+8% +$111K 0.02% 256
2024
Q2 		$1.35M Sell
50,886
-963
-2% -$25.1K 0.02% 261
2024
Q1 		$1.31M Buy
51,849
+1,134
+2% +$27.9K 0.02% 266
2023
Q4 		$1.26M Sell
50,715
-3,722
-7% -$89.5K 0.02% 265
2023
Q3 		$1.3M Buy
54,437
+1,376
+3% +$34.1K 0.02% 256
2023
Q2 		$1.31M Buy
+53,061
New +$1.3M 0.02% 263
2021
Q4 		– Sell
-8,472
Closed -$258K – 603
2021
Q3 		$258K Buy
+8,472
New +$265K 0.01% 230
2021
Q2 		– Sell
-6,344
Closed -$202K – 248
2021
Q1 		$202K Buy
+6,344
New +$207K 0.01% 223

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

Modera Wealth Management's SCHE Position: Q2 2026 in Review

Modera Wealth Management reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 3.4% in Q2 2026, selling an estimated $51.4K and leaving 41,133 shares worth $1.49M. The position accounts for 0.02% of the portfolio, ranked #300.

Modera Wealth Management first reported a position in SCHE in Q1 2021 and has held it in 15 quarters since. The position peaked at $1.6M in Q3 2024. 896 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Modera Wealth Management held 41,133 shares of Schwab Emerging Markets Equity ETF worth $1.49M as of Q2 2026.
  • Modera Wealth Management sold 1,439 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $51.4K.
  • Schwab Emerging Markets Equity ETF made up 0.02% of Modera Wealth Management's portfolio in Q2 2026, its #300 holding.
  • Modera Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q1 2021 and has held it in 15 quarters since.
  • Modera Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $1.6M in Q3 2024.
  • 896 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.