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

Reston 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	$685K	Sell	18,903 -296	-2%	-$10.6K	0.18%	31
2026 Q1	$633K	Buy	19,199 +1,385	+8%	+$47.3K	0.19%	31
2025 Q4	$583K	Sell	17,814 -2,394	-12%	-$79.8K	0.18%	32
2025 Q3	$674K	Buy	20,208 +392	+2%	+$12.3K	0.22%	25
2025 Q2	$597K	Sell	19,816 -319	-2%	-$9.03K	0.21%	26
2025 Q1	$555K	Sell	20,135 -10,667	-35%	-$292K	0.22%	26
2024 Q4	$820K	Buy	30,802 +9,187	+43%	+$259K	0.31%	22
2024 Q3	$631K	Sell	21,615 -77,174	-78%	-$2.09M	0.23%	27
2024 Q2	$2.62M	Sell	98,789 -2,306	-2%	-$60.1K	1.05%	14
2024 Q1	$2.55M	Sell	101,095 -4,274	-4%	-$105K	1.04%	14
2023 Q4	$2.61M	Sell	105,369 -1,654	-2%	-$39.8K	1.2%	12
2023 Q3	$2.56M	Sell	107,023 -10,585	-9%	-$262K	1.29%	11
2023 Q2	$2.9M	Buy	117,608 +5,216	+5%	+$127K	1.38%	11
2023 Q1	$2.76M	Buy	112,392 +717	+0.6%	+$17.8K	1.44%	12
2022 Q4	$2.64M	Buy	111,675 +5,453	+5%	+$127K	1.46%	13
2022 Q3	$2.38M	Buy	106,222 +20,173	+23%	+$499K	1.42%	11
2022 Q2	$2.18M	Sell	86,049 -3,993	-4%	-$104K	1.22%	12
2022 Q1	$2.5M	Buy	90,042 +2,523	+3%	+$73K	1.28%	12
2021 Q4	$2.59M	Buy	87,519 +8,099	+10%	+$247K	1.26%	14
2021 Q3	$2.42M	Buy	79,420 +4,036	+5%	+$126K	1.26%	13
2021 Q2	$2.48M	Buy	75,384 +31,888	+73%	+$1.03M	1.24%	15
2021 Q1	$1.38M	Buy	43,496 +558	+1%	+$18.2K	0.72%	17
2020 Q4	$1.32M	Buy	42,938 +1,782	+4%	+$51.7K	0.75%	16
2020 Q3	$1.1M	Buy	41,156 +43	+0.1%	+$1.15K	0.71%	16
2020 Q2	$1M	Sell	41,113 -9,437	-19%	-$214K	0.69%	18
2020 Q1	$1.05M	Sell	50,550 -2,740	-5%	-$68.5K	0.84%	16
2019 Q4	$1.46M	Sell	53,290 -4,974	-9%	-$131K	1.17%	16
2019 Q3	$1.46M	Buy	58,264 +1,539	+3%	+$39.2K	1.31%	16
2019 Q2	$1.49M	Sell	56,725 -691	-1%	-$17.9K	1.17%	17
2019 Q1	$1.52M	Buy	57,416 +8,462	+17%	+$214K	1.22%	16
2018 Q4	$1.15M	Buy	+48,954	New	+$1.19M	1.1%	16

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 $103B AUM 28.65% 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

Reston Wealth Management's SCHE Position: Q2 2026 in Review

Reston Wealth Management reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 1.5% in Q2 2026, selling an estimated $10.6K and leaving 18,903 shares worth $685K. The position accounts for 0.18% of the portfolio, ranked #31.

Reston Wealth Management first reported a position in SCHE in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.9M in Q2 2023. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Reston Wealth Management held 18,903 shares of Schwab Emerging Markets Equity ETF worth $685K as of Q2 2026.
Reston Wealth Management sold 296 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $10.6K.
Schwab Emerging Markets Equity ETF made up 0.18% of Reston Wealth Management's portfolio in Q2 2026, its #31 holding.
Reston Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2018 and has held it in 31 quarters since.
Reston Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $2.9M in Q2 2023.
892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Reston Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.