Morton Brown Family Wealth’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Morton Brown Family Wealth’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	$32.3K	Hold	891	–	–	0.01%	141
2026 Q1	$29.4K	Hold	891	–	–	0.01%	135
2025 Q4	$29.2K	Hold	891	–	–	0.01%	133
2025 Q3	$29.7K	Buy	891 +490	+122%	+$15.4K	0.01%	127
2025 Q2	$12.1K	Hold	401	–	–	﹤0.01%	179
2025 Q1	$11.1K	Hold	401	–	–	﹤0.01%	184
2024 Q4	$10.7K	Hold	401	–	–	﹤0.01%	170
2024 Q3	$11.7K	Hold	401	–	–	﹤0.01%	158
2024 Q2	$10.8K	Sell	401 -376	-48%	-$9.8K	﹤0.01%	151
2024 Q1	$19.6K	Sell	777 -5,030	-87%	-$124K	0.01%	122
2023 Q4	$144K	Sell	5,807 -115	-2%	-$2.77K	0.06%	61
2023 Q3	$142K	Sell	5,922 -14,287	-71%	-$354K	0.07%	51
2023 Q2	$498K	Sell	20,209 -447	-2%	-$10.9K	0.27%	34
2023 Q1	$506K	Buy	20,656 +1,237	+6%	+$30.6K	0.3%	34
2022 Q4	$460K	Buy	19,419 +16,330	+529%	+$380K	0.31%	32
2022 Q3	$69K	Buy	+3,089	New	+$76.3K	0.06%	61

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

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

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

TCM

TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return

Morton Brown Family Wealth's SCHE Position: Q2 2026 in Review

Morton Brown Family Wealth held its Schwab Emerging Markets Equity ETF (SCHE) position steady in Q2 2026 at 891 shares worth $32.3K. The position accounts for 0.01% of the portfolio, ranked #141.

Morton Brown Family Wealth first reported a position in SCHE in Q3 2022 and has held it in 16 quarters since. The position peaked at $506K in Q1 2023. 313 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Morton Brown Family Wealth held 891 shares of Schwab Emerging Markets Equity ETF worth $32.3K as of Q2 2026.
Morton Brown Family Wealth left its Schwab Emerging Markets Equity ETF share count unchanged in Q2 2026.
Schwab Emerging Markets Equity ETF made up 0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #141 holding.
Morton Brown Family Wealth first reported a position in Schwab Emerging Markets Equity ETF in Q3 2022 and has held it in 16 quarters since.
Morton Brown Family Wealth's Schwab Emerging Markets Equity ETF position peaked at $506K in Q1 2023.
313 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.