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

MorganRosel 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 		$6.92M Buy
190,814
+8,281
+5% +$296K 2.34% 9
2026
Q1 		$6.01M Sell
182,533
-117,388
-39% -$4.01M 2.37% 10
2025
Q4 		$9.82M Buy
299,921
+2,826
+1% +$94.2K 2.46% 9
2025
Q3 		$9.91M Sell
297,095
-20,896
-7% -$658K 2.57% 6
2025
Q2 		$9.58M Buy
317,991
+2,030
+0.6% +$57.5K 2.61% 6
2025
Q1 		$8.71M Sell
315,961
-5,432
-2% -$149K 2.64% 6
2024
Q4 		$8.56M Buy
321,393
+1,734
+0.5% +$49K 2.81% 6
2024
Q3 		$9.33M Buy
319,659
+365
+0.1% +$9.88K 3.08% 4
2024
Q2 		$8.48M Buy
319,294
+8,218
+3% +$214K 2.99% 4
2024
Q1 		$7.85M Buy
311,076
+26,746
+9% +$657K 2.8% 6
2023
Q4 		$7.05M Sell
284,330
-11,580
-4% -$278K 2.73% 8
2023
Q3 		$7.08M Buy
295,910
+10,312
+4% +$255K 2.96% 5
2023
Q2 		$7.03M Buy
285,598
+10,550
+4% +$258K 2.87% 7
2023
Q1 		$6.74M Sell
275,048
-3,913
-1% -$97K 2.88% 8
2022
Q4 		$6.6M Sell
278,961
-23,316
-8% -$543K 3.04% 8
2022
Q3 		$6.77M Buy
302,277
+71,022
+31% +$1.76M 3.4% 7
2022
Q2 		$5.87M Sell
231,255
-1,532
-0.7% -$40K 3.14% 8
2022
Q1 		$6.46M Buy
232,787
+55,047
+31% +$1.59M 3.13% 7
2021
Q4 		$5.26M Buy
177,740
+15,589
+10% +$476K 2.56% 13
2021
Q3 		$4.94M Buy
162,151
+18,577
+13% +$580K 2.7% 12
2021
Q2 		$4.72M Buy
143,574
+19,300
+16% +$626K 2.65% 13
2021
Q1 		$3.95M Buy
124,274
+21,042
+20% +$685K 2.49% 12
2020
Q4 		$3.16M Buy
103,232
+7,685
+8% +$223K 2.23% 12
2020
Q3 		$2.56M Buy
95,547
+10,177
+12% +$272K 2.06% 14
2020
Q2 		$2.08M Buy
85,370
+22,586
+36% +$513K 1.92% 14
2020
Q1 		$1.3M Buy
62,784
+6,189
+11% +$155K 1.48% 14
2019
Q4 		$1.55M Buy
56,595
+2,900
+5% +$76.4K 1.18% 17
2019
Q3 		$1.35M Sell
53,695
-56,132
-51% -$1.43M 1.11% 17
2019
Q2 		$2.88M Buy
109,827
+4,710
+4% +$122K 2.37% 13
2019
Q1 		$2.73M Buy
105,117
+82,487
+365% +$2.09M 2.32% 13
2018
Q4 		$532K Buy
+22,630
New +$548K 0.55% 46

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

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

MorganRosel Wealth Management increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 4.5% in Q2 2026, buying an estimated $296K and bringing the position to 190,814 shares worth $6.92M. The position accounts for 2.34% of the portfolio, ranked #9.

MorganRosel Wealth Management first reported a position in SCHE in Q4 2018 and has held it in 31 quarters since. The position peaked at $9.91M in Q3 2025. 896 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • MorganRosel Wealth Management held 190,814 shares of Schwab Emerging Markets Equity ETF worth $6.92M as of Q2 2026.
  • MorganRosel Wealth Management bought 8,281 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $296K.
  • Schwab Emerging Markets Equity ETF made up 2.34% of MorganRosel Wealth Management's portfolio in Q2 2026, its #9 holding.
  • MorganRosel Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2018 and has held it in 31 quarters since.
  • MorganRosel Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $9.91M in Q3 2025.
  • 896 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on MorganRosel Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.