Robinswood Financial’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Robinswood Financial’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	$582K	Buy	16,054 +10,090	+169%	+$360K	0.17%	45
2026 Q1	$197K	Buy	5,964 +1,083	+22%	+$37K	0.06%	77
2025 Q4	$160K	Buy	4,881 +36	+0.7%	+$1.2K	0.05%	82
2025 Q3	$162K	Hold	4,845	–	–	0.05%	81
2025 Q2	$146K	Buy	4,845 +1	+0%	+$28	0.05%	88
2025 Q1	$134K	Hold	4,844	–	–	0.05%	83
2024 Q4	$129K	Buy	4,844 +35	+0.7%	+$988	0.05%	81
2024 Q3	$140K	Buy	4,809 +2	+0%	+$54	0.05%	82
2024 Q2	$128K	Buy	4,807 +3,570	+289%	+$93K	0.05%	81
2024 Q1	$31.4K	Hold	1,237	–	–	0.01%	117
2023 Q4	$30.7K	Buy	1,237 +58	+5%	+$1.4K	0.01%	106
2023 Q3	$28.2K	Hold	1,179	–	–	0.01%	105
2023 Q2	$29.1K	Buy	+1,179	New	+$28.8K	0.01%	96

Other funds holding SCHE

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

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

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return