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

Navigation 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	$1.17M	Buy	32,375 +1,507	+5%	+$53.8K	1.62%	7
2026 Q1	$1.02M	Sell	30,868 -1,168	-4%	-$39.9K	3.67%	7
2025 Q4	$1.05M	Buy	32,036 +3,676	+13%	+$123K	1.56%	7
2025 Q3	$947K	Buy	28,360 +6,456	+29%	+$203K	1.39%	7
2025 Q2	$660K	Buy	+21,904	New	+$620K	0.97%	9

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

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

Navigation Wealth Management increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 4.9% in Q2 2026, buying an estimated $53.8K and bringing the position to 32,375 shares worth $1.17M. The position accounts for 1.62% of the portfolio, ranked #7.

Navigation Wealth Management first reported a position in SCHE in Q2 2025 and has held it in 5 quarters since. 186 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Navigation Wealth Management held 32,375 shares of Schwab Emerging Markets Equity ETF worth $1.17M as of Q2 2026.
Navigation Wealth Management bought 1,507 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $53.8K.
Schwab Emerging Markets Equity ETF made up 1.62% of Navigation Wealth Management's portfolio in Q2 2026, its #7 holding.
Navigation Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q2 2025 and has held it in 5 quarters since.
186 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Navigation Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.