Modera Wealth Management
SCHE icon

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
Q3 		$1.44M Sell
39,373
-1,760
-4% -$64.3K 0.02% 305
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

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HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Fund Evaluation Group
Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Modera Wealth Management's SCHE Position: Q3 2026 in Review

Modera Wealth Management reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 4.3% in Q3 2026, selling an estimated $64.3K and leaving 39,373 shares worth $1.44M. The position accounts for 0.02% of the portfolio, ranked #305.

Modera Wealth Management first reported a position in SCHE in Q1 2021 and has held it in 16 quarters since. The position peaked at $1.6M in Q3 2024. 809 funds tracked by Wall St. Rank hold SCHE as of Q3 2026.

  • Modera Wealth Management held 39,373 shares of Schwab Emerging Markets Equity ETF worth $1.44M as of Q3 2026.
  • Modera Wealth Management sold 1,760 Schwab Emerging Markets Equity ETF shares in Q3 2026, an estimated $64.3K.
  • Schwab Emerging Markets Equity ETF made up 0.02% of Modera Wealth Management's portfolio in Q3 2026, its #305 holding.
  • Modera Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q1 2021 and has held it in 16 quarters since.
  • Modera Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $1.6M in Q3 2024.
  • 809 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2026.

Based on Modera Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.