Stone Summit Wealth’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Stone Summit Wealth’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 Q3	$262K	Sell	7,180 -240	-3%	-$8.77K	0.07%	125
2026 Q2	$269K	Sell	7,420 -402	-5%	-$14.4K	0.07%	131
2026 Q1	$258K	Sell	7,822 -189	-2%	-$6.45K	0.07%	134
2025 Q4	$262K	Sell	8,011 -64	-0.8%	-$2.13K	0.07%	135
2025 Q3	$269K	Sell	8,075 -1,221	-13%	-$38.5K	0.08%	129
2025 Q2	$280K	Sell	9,296 -347	-4%	-$9.8K	0.09%	127
2025 Q1	$266K	Sell	9,643 -1,431	-13%	-$39.2K	0.09%	128
2024 Q4	$295K	Buy	11,074 +417	+4%	+$11.8K	0.1%	122
2024 Q3	$311K	Sell	10,657 -80	-0.7%	-$2.16K	0.1%	123
2024 Q2	$285K	Sell	10,737 -30	-0.3%	-$782	0.1%	122
2024 Q1	$272K	Buy	10,767 +589	+6%	+$14.5K	0.09%	128
2023 Q4	$252K	Sell	10,178 -56	-0.5%	-$1.35K	0.1%	131
2023 Q3	$245K	Buy	+10,234	New	+$253K	0.11%	134

Other funds holding SCHE

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

RBWA

RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Stone Summit Wealth's SCHE Position: Q3 2026 in Review

Stone Summit Wealth reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 3.2% in Q3 2026, selling an estimated $8.77K and leaving 7,180 shares worth $262K. The position accounts for 0.07% of the portfolio, ranked #125.

Stone Summit Wealth first reported a position in SCHE in Q3 2023 and has held it in 13 quarters since. The position peaked at $311K in Q3 2024. 221 funds tracked by Wall St. Rank hold SCHE as of Q3 2026.

Stone Summit Wealth held 7,180 shares of Schwab Emerging Markets Equity ETF worth $262K as of Q3 2026.
Stone Summit Wealth sold 240 Schwab Emerging Markets Equity ETF shares in Q3 2026, an estimated $8.77K.
Schwab Emerging Markets Equity ETF made up 0.07% of Stone Summit Wealth's portfolio in Q3 2026, its #125 holding.
Stone Summit Wealth first reported a position in Schwab Emerging Markets Equity ETF in Q3 2023 and has held it in 13 quarters since.
Stone Summit Wealth's Schwab Emerging Markets Equity ETF position peaked at $311K in Q3 2024.
221 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.