Richard P. Slaughter Associates’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Richard P. Slaughter Associates’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 Q3	$281K	Buy	+7,713	New	+$282K	0.06%	100
2025 Q1	–	Sell	-11,587	Closed	-$309K	–	155
2024 Q4	$309K	Sell	11,587 -742	-6%	-$20.9K	0.07%	126
2024 Q3	$360K	Buy	12,329 +80	+0.7%	+$2.17K	0.08%	122
2024 Q2	$325K	Buy	12,249 +1,637	+15%	+$42.7K	0.08%	120
2024 Q1	$268K	Buy	10,612 +746	+8%	+$18.3K	0.06%	136
2023 Q4	$245K	Buy	9,866 +1,370	+16%	+$32.9K	0.06%	136
2023 Q3	$203K	Buy	+8,496	New	+$210K	0.05%	133

Other funds holding SCHE

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TCM

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

RBWA

RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

Richard P. Slaughter Associates's SCHE Position: Q3 2026 in Review

Richard P. Slaughter Associates opened a new position in Schwab Emerging Markets Equity ETF (SCHE) in Q3 2026: 7,713 shares worth $281K. The stake represents 0.06% of the portfolio and ranks #100 among its holdings. This is a return to the name: Richard P. Slaughter Associates previously reported a position in SCHE as recently as Q4 2024.

Richard P. Slaughter Associates first reported a position in SCHE in Q3 2023 and has held it in 7 quarters since. The position peaked at $360K in Q3 2024. 121 funds tracked by Wall St. Rank hold SCHE as of Q3 2026.

Richard P. Slaughter Associates held 7,713 shares of Schwab Emerging Markets Equity ETF worth $281K as of Q3 2026.
Schwab Emerging Markets Equity ETF was a new Richard P. Slaughter Associates position in Q3 2026.
Schwab Emerging Markets Equity ETF made up 0.06% of Richard P. Slaughter Associates's portfolio in Q3 2026, its #100 holding.
Richard P. Slaughter Associates first reported a position in Schwab Emerging Markets Equity ETF in Q3 2023 and has held it in 7 quarters since.
Richard P. Slaughter Associates's Schwab Emerging Markets Equity ETF position peaked at $360K in Q3 2024.
121 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2026.

Based on Richard P. Slaughter Associates's 13F filing for Q3 2026, filed 13 Oct 2026.