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

Portus 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 		– Sell
-32
Closed -$1.05K – 438
2026
Q1 		$1.05K Buy
+32
New +$1.09K ﹤0.01% 386

Other funds holding SCHE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

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

Portus Wealth Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2026, closing a stake of 32 shares — an estimated $1.05K sold.

Portus Wealth Advisors first reported a position in SCHE in Q1 2026 and held it in 1 quarter. The position peaked at $1.05K in Q1 2026. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Portus Wealth Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Portus Wealth Advisors sold 32 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $1.05K.
  • Portus Wealth Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q1 2026 and held it in 1 quarter.
  • Portus Wealth Advisors's Schwab Emerging Markets Equity ETF position peaked at $1.05K in Q1 2026.
  • 892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.