Shearwater Capital’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Shearwater Capital’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	$204K	Buy	+5,630	New	+$201K	0.1%	65

Other funds holding SCHE

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

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

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

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 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

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Shearwater Capital's SCHE Position: Q2 2026 in Review

Shearwater Capital opened a new position in Schwab Emerging Markets Equity ETF (SCHE) in Q2 2026: 5,630 shares worth $204K. The stake represents 0.1% of the portfolio and ranks #65 among its holdings.

449 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Shearwater Capital held 5,630 shares of Schwab Emerging Markets Equity ETF worth $204K as of Q2 2026.
Schwab Emerging Markets Equity ETF was a new Shearwater Capital position in Q2 2026.
Schwab Emerging Markets Equity ETF made up 0.1% of Shearwater Capital's portfolio in Q2 2026, its #65 holding.
449 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Shearwater Capital's 13F filing for Q2 2026, filed 8 Jul 2026.