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

SWS 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	$454K	Sell	12,531 -176	-1%	-$6.28K	0.1%	96
2026 Q1	$419K	Sell	12,707 -274	-2%	-$9.36K	0.1%	103
2025 Q4	$425K	Sell	12,981 -218	-2%	-$7.27K	0.1%	106
2025 Q3	$440K	Sell	13,199 -165	-1%	-$5.2K	0.11%	108
2025 Q2	$403K	Buy	13,364 +2	+0%	+$57	0.11%	108
2025 Q1	$368K	Sell	13,362 -1,639	-11%	-$44.9K	0.12%	99
2024 Q4	$399K	Sell	15,001 -1,492	-9%	-$42.1K	0.12%	106
2024 Q3	$481K	Buy	16,493 +221	+1%	+$5.98K	0.15%	99
2024 Q2	$432K	Sell	16,272 -6,032	-27%	-$157K	0.13%	100
2024 Q1	$563K	Sell	22,304 -634	-3%	-$15.6K	0.17%	98
2023 Q4	$569K	Sell	22,938 -253	-1%	-$6.08K	0.19%	98
2023 Q3	$555K	Sell	23,191 -50	-0.2%	-$1.24K	0.21%	96
2023 Q2	$572K	Sell	23,241 -270	-1%	-$6.6K	0.21%	96
2023 Q1	$576K	Sell	23,511 -5	-0%	-$124	0.21%	100
2022 Q4	$557K	Buy	23,516 +4,401	+23%	+$102K	0.26%	78
2022 Q3	$428K	Buy	+19,115	New	+$472K	0.2%	95
2021 Q1	–	Sell	-14,073	Closed	-$431K	–	105
2020 Q4	$431K	Sell	14,073 -578	-4%	-$16.8K	0.19%	102
2020 Q3	$392K	Buy	+14,651	New	+$391K	0.2%	102
2020 Q2	–	Sell	-13,433	Closed	-$278K	–	102
2020 Q1	$278K	Buy	+13,433	New	+$336K	0.2%	101
2019 Q3	$268K	Sell	10,120 -766	-7%	-$19.5K	0.16%	98
2019 Q2	$289K	Buy	+10,886	New	+$282K	0.18%	100
2018 Q4	$267K	Buy	11,349 +1,687	+17%	+$40.9K	0.2%	83
2018 Q3	$248K	Sell	9,662 -1,649	-15%	-$42.7K	0.16%	93
2018 Q2	$293K	Buy	11,311 +2,542	+29%	+$69.9K	0.21%	79
2018 Q1	$247K	Sell	8,769 -478	-5%	-$14K	0.18%	66
2017 Q4	$258K	Buy	+9,247	New	+$255K	0.19%	61

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

SWS Partners's SCHE Position: Q2 2026 in Review

SWS Partners reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 1.4% in Q2 2026, selling an estimated $6.28K and leaving 12,531 shares worth $454K. The position accounts for 0.1% of the portfolio, ranked #96.

SWS Partners first reported a position in SCHE in Q4 2017 and has held it in 26 quarters since. The position peaked at $576K in Q1 2023. 519 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

SWS Partners held 12,531 shares of Schwab Emerging Markets Equity ETF worth $454K as of Q2 2026.
SWS Partners sold 176 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $6.28K.
Schwab Emerging Markets Equity ETF made up 0.1% of SWS Partners's portfolio in Q2 2026, its #96 holding.
SWS Partners first reported a position in Schwab Emerging Markets Equity ETF in Q4 2017 and has held it in 26 quarters since.
SWS Partners's Schwab Emerging Markets Equity ETF position peaked at $576K in Q1 2023.
519 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on SWS Partners's 13F filing for Q2 2026, filed 3 Aug 2026.