Sachetta’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Sachetta’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	$646K	Sell	17,807 -169	-0.9%	-$6.03K	0.31%	50
2026 Q1	$592K	Sell	17,976 -65	-0.4%	-$2.22K	0.32%	54
2025 Q4	$591K	Buy	18,041 +279	+2%	+$9.3K	0.32%	53
2025 Q3	$593K	Hold	17,762	–	–	0.22%	83
2025 Q2	$535K	Hold	17,762	–	–	0.21%	87
2025 Q1	$490K	Sell	17,762 -647	-4%	-$17.7K	0.2%	89
2024 Q4	$490K	Sell	18,409 -17	-0.1%	-$480	0.19%	91
2024 Q3	$538K	Sell	18,426 -3,041	-14%	-$82.3K	0.21%	86
2024 Q2	$565K	Sell	21,467 -545	-2%	-$14.2K	0.25%	82
2024 Q1	$546K	Hold	22,012	–	–	0.26%	72
2023 Q4	$546K	Buy	+22,012	New	+$529K	0.26%	72

Other funds holding SCHE

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

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

BWM

Boyd Wealth Management Sacramento, California $264M AUM 18.15% 1-Year Est. Return

EWM

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

Sachetta's SCHE Position: Q2 2026 in Review

Sachetta reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 0.94% in Q2 2026, selling an estimated $6.03K and leaving 17,807 shares worth $646K. The position accounts for 0.31% of the portfolio, ranked #50.

Sachetta first reported a position in SCHE in Q4 2023 and has held it in 11 quarters since. 216 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Sachetta held 17,807 shares of Schwab Emerging Markets Equity ETF worth $646K as of Q2 2026.
Sachetta sold 169 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $6.03K.
Schwab Emerging Markets Equity ETF made up 0.31% of Sachetta's portfolio in Q2 2026, its #50 holding.
Sachetta first reported a position in Schwab Emerging Markets Equity ETF in Q4 2023 and has held it in 11 quarters since.
216 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.