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

Sax 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	$1.08M	Buy	32,684 +20,450	+167%	+$730K	0.04%	219
2026 Q1	$401K	Hold	12,234	–	–	0.02%	331
2025 Q4	$401K	Sell	12,234 -25	-0.2%	-$834	0.02%	338
2025 Q3	$409K	Buy	12,259 +25	+0.2%	+$788	0.02%	306
2025 Q2	$369K	Hold	12,234	–	–	0.02%	304
2025 Q1	$337K	Buy	+12,234	New	+$335K	0.02%	273

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

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

Sax Wealth Advisors increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 167% in Q2 2026, buying an estimated $730K and bringing the position to 32,684 shares worth $1.08M. The position accounts for 0.04% of the portfolio, ranked #219.

Sax Wealth Advisors first reported a position in SCHE in Q1 2025 and has held it in 6 quarters since. 237 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Sax Wealth Advisors held 32,684 shares of Schwab Emerging Markets Equity ETF worth $1.08M as of Q2 2026.
Sax Wealth Advisors bought 20,450 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $730K.
Schwab Emerging Markets Equity ETF made up 0.04% of Sax Wealth Advisors's portfolio in Q2 2026, its #219 holding.
Sax Wealth Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q1 2025 and has held it in 6 quarters since.
237 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.