Sellwood Investment Partners’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Sellwood Investment Partners’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	$9.75K	Hold	269	–	–	﹤0.01%	56
2026 Q1	$8.85K	Hold	269	–	–	﹤0.01%	56
2025 Q4	$8.8K	Buy	269 +72	+37%	+$2.4K	﹤0.01%	55
2025 Q3	$6.56K	Hold	197	–	–	﹤0.01%	71
2025 Q2	$5.92K	Buy	197 +1	+0.5%	+$28	﹤0.01%	46
2025 Q1	$5.41K	Sell	196 -134	-41%	-$3.67K	﹤0.01%	36
2024 Q4	$8.8K	Buy	+330	New	+$9.32K	﹤0.01%	51

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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 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 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

Sellwood Investment Partners's SCHE Position: Q2 2026 in Review

Sellwood Investment Partners held its Schwab Emerging Markets Equity ETF (SCHE) position steady in Q2 2026 at 269 shares worth $9.75K. The position accounts for ﹤0.01% of the portfolio, ranked #56.

Sellwood Investment Partners first reported a position in SCHE in Q4 2024 and has held it in 7 quarters since. 484 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Sellwood Investment Partners held 269 shares of Schwab Emerging Markets Equity ETF worth $9.75K as of Q2 2026.
Sellwood Investment Partners left its Schwab Emerging Markets Equity ETF share count unchanged in Q2 2026.
Schwab Emerging Markets Equity ETF made up ﹤0.01% of Sellwood Investment Partners's portfolio in Q2 2026, its #56 holding.
Sellwood Investment Partners first reported a position in Schwab Emerging Markets Equity ETF in Q4 2024 and has held it in 7 quarters since.
484 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Sellwood Investment Partners's 13F filing for Q2 2026, filed 28 Jul 2026.