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Richardson Capital Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Richardson Capital 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 		$348K Buy
9,603
+11
+0.1% +$393 0.15% 31
2026
Q1 		$316K Hold
9,592
– – 0.15% 31
2025
Q4 		$314K Buy
9,592
+215
+2% +$7.17K 0.16% 24
2025
Q3 		$313K Hold
9,377
– – 0.15% 24
2025
Q2 		$283K Sell
9,377
-189
-2% -$5.35K 0.15% 28
2025
Q1 		$264K Sell
9,566
-53
-0.6% -$1.45K 0.16% 29
2024
Q4 		$256K Sell
9,619
-2,379
-20% -$67.2K 0.16% 28
2024
Q3 		$350K Buy
11,998
+13
+0.1% +$352 0.24% 22
2024
Q2 		$318K Hold
11,985
– – 0.25% 23
2024
Q1 		$303K Buy
11,985
+4,644
+63% +$114K 0.25% 21
2023
Q4 		$312K Buy
+7,341
New +$177K 0.3% 12

Other funds holding SCHE

R
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

Richardson Capital Management's SCHE Position: Q2 2026 in Review

Richardson Capital Management increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 0.11% in Q2 2026, buying an estimated $393 and bringing the position to 9,603 shares worth $348K. The position accounts for 0.15% of the portfolio, ranked #31.

Richardson Capital Management first reported a position in SCHE in Q4 2023 and has held it in 11 quarters since. The position peaked at $350K in Q3 2024. 520 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Richardson Capital Management held 9,603 shares of Schwab Emerging Markets Equity ETF worth $348K as of Q2 2026.
  • Richardson Capital Management bought 11 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $393.
  • Schwab Emerging Markets Equity ETF made up 0.15% of Richardson Capital Management's portfolio in Q2 2026, its #31 holding.
  • Richardson Capital Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • Richardson Capital Management's Schwab Emerging Markets Equity ETF position peaked at $350K in Q3 2024.
  • 520 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Richardson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.