Moneywise Inc’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Moneywise Inc’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	$2.02M	Buy	55,710 +10,302	+23%	+$368K	0.75%	35
2026 Q1	$1.5M	Buy	45,408 +9,679	+27%	+$330K	0.65%	37
2025 Q4	$1.17M	Buy	+35,729	New	+$1.19M	0.49%	43
2020 Q2	–	Sell	-10,028	Closed	-$207K	–	44
2020 Q1	$207K	Sell	10,028 -403	-4%	-$10.1K	0.18%	40
2019 Q4	$262K	Sell	10,431 -850	-8%	-$22.4K	0.2%	32
2019 Q3	$283K	Sell	11,281 -97	-0.9%	-$2.47K	0.23%	30
2019 Q2	$299K	Buy	11,378 +3,124	+38%	+$80.9K	0.23%	30
2019 Q1	$237K	Sell	8,254 -2,883	-26%	-$73.1K	0.2%	32
2018 Q4	$262K	Buy	11,137 +1,163	+12%	+$28.2K	0.25%	31
2018 Q3	$256K	Buy	9,974 +709	+8%	+$18.4K	0.22%	33
2018 Q2	$240K	Buy	9,265 +425	+5%	+$11.7K	0.21%	35
2018 Q1	$254K	Buy	8,840 +126	+1%	+$3.69K	0.21%	33
2017 Q4	$243K	Buy	8,714 +300	+4%	+$8.27K	0.18%	30
2017 Q3	$226K	Buy	8,414 +121	+1%	+$3.2K	0.18%	31
2017 Q2	$206K	Buy	+8,293	New	+$204K	0.18%	36

Other funds holding SCHE

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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

BWM

Boyd Wealth Management Sacramento, California $264M AUM 18.15% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Moneywise Inc's SCHE Position: Q2 2026 in Review

Moneywise Inc increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 23% in Q2 2026, buying an estimated $368K and bringing the position to 55,710 shares worth $2.02M. The position accounts for 0.75% of the portfolio, ranked #35.

Moneywise Inc first reported a position in SCHE in Q2 2017 and has held it in 15 quarters since. 235 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Moneywise Inc held 55,710 shares of Schwab Emerging Markets Equity ETF worth $2.02M as of Q2 2026.
Moneywise Inc bought 10,302 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $368K.
Schwab Emerging Markets Equity ETF made up 0.75% of Moneywise Inc's portfolio in Q2 2026, its #35 holding.
Moneywise Inc first reported a position in Schwab Emerging Markets Equity ETF in Q2 2017 and has held it in 15 quarters since.
235 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Moneywise Inc's 13F filing for Q2 2026, filed 21 Jul 2026.