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Oak Harbor Wealth Partners’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Oak Harbor Wealth Partners’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 		$544 Sell
15
-1,129
-99% -$40.3K ﹤0.01% 223
2026
Q1 		$37.7K Buy
1,144
+180
+19% +$6.15K 0.01% 230
2025
Q4 		$31.6K Buy
964
+919
+2,042% +$30.6K 0.01% 231
2025
Q3 		$1.5K Buy
45
+43
+2,150% +$1.35K ﹤0.01% 248
2025
Q2 		$60 Buy
+2
New +$57 ﹤0.01% 247

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Financial Engines Advisors
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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

Oak Harbor Wealth Partners's SCHE Position: Q2 2026 in Review

Oak Harbor Wealth Partners reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 99% in Q2 2026, selling an estimated $40.3K and leaving 15 shares worth $544. The position accounts for ﹤0.01% of the portfolio, ranked #223.

Oak Harbor Wealth Partners first reported a position in SCHE in Q2 2025 and has held it in 5 quarters since. The position peaked at $37.7K in Q1 2026. 896 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Oak Harbor Wealth Partners held 15 shares of Schwab Emerging Markets Equity ETF worth $544 as of Q2 2026.
  • Oak Harbor Wealth Partners sold 1,129 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $40.3K.
  • Schwab Emerging Markets Equity ETF made up ﹤0.01% of Oak Harbor Wealth Partners's portfolio in Q2 2026, its #223 holding.
  • Oak Harbor Wealth Partners first reported a position in Schwab Emerging Markets Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • Oak Harbor Wealth Partners's Schwab Emerging Markets Equity ETF position peaked at $37.7K in Q1 2026.
  • 896 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.