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Sound Income Strategies’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Sound Income Strategies’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 		– Sell
-937
Closed -$31K – 2043
2026
Q1 		$31K Hold
937
– – ﹤0.01% 1007
2025
Q4 		$32K Buy
937
+14
+2% +$467 ﹤0.01% 965
2025
Q3 		$31K Sell
923
-287
-24% -$9.04K ﹤0.01% 692
2025
Q2 		$36.5K Buy
1,210
+117
+11% +$3.31K ﹤0.01% 599
2025
Q1 		$30.1K Sell
1,093
-1,899
-63% -$52K ﹤0.01% 624
2024
Q4 		$79.7K Buy
2,992
+2,514
+526% +$71K ﹤0.01% 385
2024
Q3 		$13.9K Buy
+478
New +$12.9K ﹤0.01% 716
2024
Q1 		– Sell
-1,867
Closed -$46.3K – 1433
2023
Q4 		$46.3K Buy
+1,867
New +$44.9K ﹤0.01% 423
2023
Q3 		– Sell
-205
Closed -$5.05K – 1217
2023
Q2 		$5.05K Sell
205
-158
-44% -$3.86K ﹤0.01% 737
2023
Q1 		$8.9K Buy
363
+218
+150% +$5.4K ﹤0.01% 581
2022
Q4 		$3.43K Buy
+145
New +$3.38K ﹤0.01% 695
2022
Q3 		– Sell
-70
Closed -$2K – 966
2022
Q2 		$2K Hold
70
– – ﹤0.01% 749
2022
Q1 		$2K Hold
70
– – ﹤0.01% 740
2021
Q4 		$2K Hold
70
– – ﹤0.01% 731
2021
Q3 		$2K Hold
70
– – ﹤0.01% 707
2021
Q2 		$2K Sell
70
-355
-84% -$11.5K ﹤0.01% 740
2021
Q1 		$13.5K Buy
425
+355
+507% +$11.6K ﹤0.01% 422
2020
Q4 		$2K Hold
70
– – ﹤0.01% 734
2020
Q3 		$2K Hold
70
– – ﹤0.01% 685
2020
Q2 		$2K Hold
70
– – ﹤0.01% 652
2020
Q1 		$1K Buy
70
+63
+900% +$1.58K ﹤0.01% 701
2019
Q4 		$0 Sell
7
-181
-96% -$4.77K ﹤0.01% 768
2019
Q3 		$5K Buy
+188
New +$4.78K ﹤0.01% 432
2019
Q2 		– Sell
-710
Closed -$18K – 756
2019
Q1 		$18K Hold
710
– – 0.01% 243
2018
Q4 		$17K Hold
710
– – 0.01% 258
2018
Q3 		$18K Hold
710
– – 0.01% 258
2018
Q2 		$18K Hold
710
– – 0.01% 230
2018
Q1 		$20K Buy
+710
New +$20.8K 0.01% 198

Other funds holding SCHE

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
R
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
KF
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sound Income Strategies's SCHE Position: Q2 2026 in Review

Sound Income Strategies sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2026, closing a stake of 937 shares — an estimated $31K sold.

Sound Income Strategies first reported a position in SCHE in Q1 2018 and held it in 28 quarters. The position peaked at $79.7K in Q4 2024. 721 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Sound Income Strategies reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 937 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $31K.
  • Sound Income Strategies first reported a position in Schwab Emerging Markets Equity ETF in Q1 2018 and held it in 28 quarters.
  • Sound Income Strategies's Schwab Emerging Markets Equity ETF position peaked at $79.7K in Q4 2024.
  • 721 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.