Orgel Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $79.7M | Buy |
2,198,585
+88,370
| +4% | +$3.16M | 1.51% | 17 |
|
|
2026
Q1 | $69.5M | Buy |
2,110,215
+107,539
| +5% | +$3.67M | 1.5% | 18 |
|
|
2025
Q4 | $65.6M | Buy |
2,002,676
+33,631
| +2% | +$1.12M | 1.45% | 19 |
|
|
2025
Q3 | $65.7M | Buy |
1,969,045
+18,372
| +0.9% | +$579K | 1.5% | 19 |
|
|
2025
Q2 | $58.8M | Buy |
1,950,673
+80,949
| +4% | +$2.29M | 1.42% | 21 |
|
|
2025
Q1 | $51.5M | Buy |
1,869,724
+79,855
| +4% | +$2.19M | 1.34% | 19 |
|
|
2024
Q4 | $47.7M | Buy |
1,789,869
+83,348
| +5% | +$2.35M | 1.24% | 21 |
|
|
2024
Q3 | $49.8M | Buy |
1,706,521
+75,392
| +5% | +$2.04M | 1.25% | 21 |
|
|
2024
Q2 | $43.3M | Buy |
1,631,129
+187,257
| +13% | +$4.88M | 1.17% | 21 |
|
|
2024
Q1 | $36.5M | Buy |
1,443,872
+532,740
| +58% | +$13.1M | 1% | 22 |
|
|
2023
Q4 | $22.6M | Buy |
911,132
+91,121
| +11% | +$2.19M | 0.67% | 25 |
|
|
2023
Q3 | $19.6M | Sell |
820,011
-384,837
| -32% | -$9.53M | 0.66% | 22 |
|
|
2023
Q2 | $29.7M | Buy |
1,204,848
+93,553
| +8% | +$2.29M | 0.98% | 21 |
|
|
2023
Q1 | $27.2M | Buy |
1,111,295
+66,167
| +6% | +$1.64M | 0.97% | 21 |
|
|
2022
Q4 | $24.7M | Buy |
1,045,128
+536,905
| +106% | +$12.5M | 0.95% | 21 |
|
|
2022
Q3 | $11.4M | Sell |
508,223
-484,892
| -49% | -$12M | 0.56% | 22 |
|
|
2022
Q2 | $25.2M | Buy |
993,115
+391,599
| +65% | +$10.2M | 1.43% | 15 |
|
|
2022
Q1 | $16.7M | Buy |
601,516
+83,869
| +16% | +$2.43M | 1.15% | 15 |
|
|
2021
Q4 | $15.3M | Buy |
517,647
+164,078
| +46% | +$5.01M | 1.48% | 13 |
|
|
2021
Q3 | $10.8M | Buy |
353,569
+92,043
| +35% | +$2.88M | 1.22% | 15 |
|
|
2021
Q2 | $8.6M | Buy |
261,526
+59,059
| +29% | +$1.92M | 1.08% | 16 |
|
|
2021
Q1 | $6.43M | Buy |
202,467
+71,225
| +54% | +$2.32M | 0.91% | 17 |
|
|
2020
Q4 | $4.02M | Buy |
131,242
+21,447
| +20% | +$622K | 0.83% | 17 |
|
|
2020
Q3 | $2.94M | Sell |
109,795
-105,705
| -49% | -$2.82M | 0.82% | 15 |
|
|
2020
Q2 | $5.25M | Sell |
215,500
-26,361
| -11% | -$599K | 1.98% | 13 |
|
|
2020
Q1 | $5M | Buy |
241,861
+108,152
| +81% | +$2.71M | 1.98% | 12 |
|
|
2019
Q4 | $3.66M | Buy |
133,709
+44,141
| +49% | +$1.16M | 1.01% | 17 |
|
|
2019
Q3 | $2.25M | Buy |
89,568
+3,685
| +4% | +$93.8K | 0.85% | 17 |
|
|
2019
Q2 | $2.25M | Buy |
85,883
+4,922
| +6% | +$127K | 0.88% | 15 |
|
|
2019
Q1 | $2.11M | Buy |
80,961
+1,054
| +1% | +$26.7K | 0.71% | 15 |
|
|
2018
Q4 | $1.88M | Buy |
79,907
+30,108
| +60% | +$730K | 0.57% | 17 |
|
|
2018
Q3 | $1.28M | Buy |
49,799
+3,479
| +8% | +$90.1K | 0.56% | 14 |
|
|
2018
Q2 | $1.2M | Buy |
46,320
+6,120
| +15% | +$168K | 0.3% | 14 |
|
|
2018
Q1 | $1.15M | Buy |
40,200
+12,494
| +45% | +$366K | 0.29% | 13 |
|
|
2017
Q4 | $774K | Buy |
+27,706
| New | +$764K | 0.19% | 17 |
|
Other funds holding SCHE
SAG
RIM
R
Orgel Wealth Management's SCHE Position: Q2 2026 in Review
Orgel Wealth Management increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 4.2% in Q2 2026, buying an estimated $3.16M and bringing the position to 2,198,585 shares worth $79.7M. The position accounts for 1.51% of the portfolio, ranked #17.
Orgel Wealth Management first reported a position in SCHE in Q4 2017 and has held it in 35 quarters since. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.
- Orgel Wealth Management held 2,198,585 shares of Schwab Emerging Markets Equity ETF worth $79.7M as of Q2 2026.
- Orgel Wealth Management bought 88,370 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $3.16M.
- Schwab Emerging Markets Equity ETF made up 1.51% of Orgel Wealth Management's portfolio in Q2 2026, its #17 holding.
- Orgel Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2017 and has held it in 35 quarters since.
- 892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.
Based on Orgel Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.