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

Oakwell Private 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	$2.54M	Sell	70,086 -65	-0.1%	-$2.32K	0.42%	25
2026 Q1	$2.31M	Hold	70,151	–	–	0.41%	27
2025 Q4	$2.3M	Hold	70,151	–	–	0.43%	26
2025 Q3	$2.34M	Hold	70,151	–	–	0.47%	24
2025 Q2	$2.11M	Hold	70,151	–	–	0.49%	21
2025 Q1	$1.93M	Sell	70,151 -9,087	-11%	-$249K	0.53%	21
2024 Q4	$2.11M	Sell	79,238 -19,587	-20%	-$553K	0.59%	21
2024 Q3	$2.88M	Sell	98,825 -7,482	-7%	-$203K	0.83%	18
2024 Q2	$2.82M	Hold	106,307	–	–	0.8%	18
2024 Q1	$2.68M	Sell	106,307 -1,767	-2%	-$43.4K	0.82%	18
2023 Q4	$2.68M	Sell	108,074 -6,924	-6%	-$166K	0.94%	17
2023 Q3	$2.75M	Sell	114,998 -2,654	-2%	-$65.7K	1.17%	17
2023 Q2	$2.9M	Sell	117,652 -255	-0.2%	-$6.23K	1.21%	17
2023 Q1	$2.89M	Sell	117,907 -34,218	-22%	-$848K	1.32%	17
2022 Q4	$3.6M	Buy	152,125 +11,823	+8%	+$275K	1.72%	15
2022 Q3	$3.14M	Buy	140,302 +95,776	+215%	+$2.37M	1.74%	15
2022 Q2	$1.13M	Buy	44,526 +32,787	+279%	+$857K	0.64%	22
2022 Q1	$326K	Hold	11,739	–	–	0.16%	48
2021 Q4	$348K	Sell	11,739 -2,533	-18%	-$77.4K	0.17%	49
2021 Q3	$435K	Sell	14,272 -1,294	-8%	-$40.4K	0.24%	44
2021 Q2	$512K	Buy	15,566 +2	+0%	+$65	0.33%	44
2021 Q1	$495K	Sell	15,564 -2,668	-15%	-$86.9K	0.35%	41
2020 Q4	$559K	Buy	+18,232	New	+$529K	0.44%	36

Other funds holding SCHE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Oakwell Private Wealth Management's SCHE Position: Q2 2026 in Review

Oakwell Private Wealth Management reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 0.09% in Q2 2026, selling an estimated $2.32K and leaving 70,086 shares worth $2.54M. The position accounts for 0.42% of the portfolio, ranked #25.

Oakwell Private Wealth Management first reported a position in SCHE in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.6M in Q4 2022. 896 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Oakwell Private Wealth Management held 70,086 shares of Schwab Emerging Markets Equity ETF worth $2.54M as of Q2 2026.
Oakwell Private Wealth Management sold 65 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $2.32K.
Schwab Emerging Markets Equity ETF made up 0.42% of Oakwell Private Wealth Management's portfolio in Q2 2026, its #25 holding.
Oakwell Private Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2020 and has held it in 23 quarters since.
Oakwell Private Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $3.6M in Q4 2022.
896 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Oakwell Private Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.