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

Roberts 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	$2.47M	Sell	68,101 -954	-1%	-$34.1K	0.56%	52
2026 Q1	$2.28M	Hold	69,055	–	–	0.58%	52
2025 Q4	$2.26M	Sell	69,055 -1,181	-2%	-$39.4K	0.59%	49
2025 Q3	$2.34M	Sell	70,236 -1,714	-2%	-$54K	0.62%	49
2025 Q2	$2.17M	Sell	71,950 -1,123	-2%	-$31.8K	0.62%	49
2025 Q1	$2.01M	Sell	73,073 -246	-0.3%	-$6.73K	0.62%	53
2024 Q4	$1.93M	Sell	73,319 -574	-0.8%	-$16.2K	0.59%	52
2024 Q3	$2.17M	Sell	73,893 -223	-0.3%	-$6.04K	0.7%	47
2024 Q2	$2.02M	Sell	74,116 -18	-0%	-$469	0.69%	44
2024 Q1	$1.85M	Hold	74,134	–	–	0.69%	46
2023 Q4	$5.38M	Buy	74,134 +416	+0.6%	+$10K	0.84%	38
2023 Q3	$1.77M	Buy	+73,718	New	+$1.83M	0.78%	46

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

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

Roberts Wealth Advisors reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 1.4% in Q2 2026, selling an estimated $34.1K and leaving 68,101 shares worth $2.47M. The position accounts for 0.56% of the portfolio, ranked #52.

Roberts Wealth Advisors first reported a position in SCHE in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.38M in Q4 2023. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Roberts Wealth Advisors held 68,101 shares of Schwab Emerging Markets Equity ETF worth $2.47M as of Q2 2026.
Roberts Wealth Advisors sold 954 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $34.1K.
Schwab Emerging Markets Equity ETF made up 0.56% of Roberts Wealth Advisors's portfolio in Q2 2026, its #52 holding.
Roberts Wealth Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q3 2023 and has held it in 12 quarters since.
Roberts Wealth Advisors's Schwab Emerging Markets Equity ETF position peaked at $5.38M in Q4 2023.
892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Roberts Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.