Physician Wealth Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Physician Wealth Advisors’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	$38.7K	Hold	1,067	–	–	﹤0.01%	490
2026 Q1	$35.2K	Hold	1,067	–	–	﹤0.01%	483
2025 Q4	$34.9K	Hold	1,067	–	–	﹤0.01%	459
2025 Q3	$35.6K	Sell	1,067 -71	-6%	-$2.24K	0.01%	444
2025 Q2	$34.3K	Hold	1,138	–	–	0.01%	410
2025 Q1	$31.4K	Sell	1,138 -2,034	-64%	-$55.7K	0.01%	410
2024 Q4	$84.5K	Buy	+3,172	New	+$89.6K	0.01%	276
2024 Q2	–	Sell	-9,592	Closed	-$237K	–	187
2024 Q1	$237K	Hold	9,592	–	–	0.05%	145
2023 Q4	$227K	Sell	9,592 -822	-8%	-$19.8K	0.05%	147
2023 Q3	$247K	Hold	10,414	–	–	0.06%	129
2023 Q2	$259K	Buy	10,414 +70	+0.7%	+$1.71K	0.06%	130
2023 Q1	$253K	Sell	10,344 -697	-6%	-$17.3K	0.07%	128
2022 Q4	$289K	Sell	11,041 -15	-0.1%	-$349	0.08%	116
2022 Q3	$259K	Buy	11,056 +149	+1%	+$3.68K	0.08%	120
2022 Q2	$272K	Buy	10,907 +30	+0.3%	+$784	0.08%	121
2022 Q1	$291K	Sell	10,877 -2,817	-21%	-$81.5K	0.08%	124
2021 Q4	$406K	Buy	13,694 +799	+6%	+$24.4K	0.11%	96
2021 Q3	$408K	Buy	12,895 +693	+6%	+$21.7K	0.11%	95
2021 Q2	$389K	Sell	12,202 -259	-2%	-$8.4K	0.11%	94
2021 Q1	$401K	Sell	12,461 -2,186	-15%	-$71.2K	0.13%	90
2020 Q4	$500K	Buy	14,647 +585	+4%	+$17K	0.17%	78
2020 Q3	$388K	Sell	14,062 -25	-0.2%	-$668	0.16%	83
2020 Q2	$375K	Buy	14,087 +400	+3%	+$9.09K	0.15%	85
2020 Q1	$296K	Sell	13,687 -8,850	-39%	-$221K	0.15%	81
2019 Q4	$636K	Sell	22,537 -1,665	-7%	-$43.9K	0.28%	49
2019 Q3	$645K	Buy	+24,202	New	+$616K	0.32%	46

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

Physician Wealth Advisors's SCHE Position: Q2 2026 in Review

Physician Wealth Advisors held its Schwab Emerging Markets Equity ETF (SCHE) position steady in Q2 2026 at 1,067 shares worth $38.7K. The position accounts for ﹤0.01% of the portfolio, ranked #490.

Physician Wealth Advisors first reported a position in SCHE in Q3 2019 and has held it in 26 quarters since. The position peaked at $645K in Q3 2019. 242 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Physician Wealth Advisors held 1,067 shares of Schwab Emerging Markets Equity ETF worth $38.7K as of Q2 2026.
Physician Wealth Advisors left its Schwab Emerging Markets Equity ETF share count unchanged in Q2 2026.
Schwab Emerging Markets Equity ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #490 holding.
Physician Wealth Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q3 2019 and has held it in 26 quarters since.
Physician Wealth Advisors's Schwab Emerging Markets Equity ETF position peaked at $645K in Q3 2019.
242 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.