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Synergy Investment Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Synergy Investment Management’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
-509
Closed -$16.8K – 1173
2026
Q1 		$16.8K Buy
+509
New +$17.4K 0.01% 433

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Synergy Investment Management's SCHE Position: Q2 2026 in Review

Synergy Investment Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2026, closing a stake of 509 shares — an estimated $16.8K sold.

Synergy Investment Management first reported a position in SCHE in Q1 2026 and held it in 1 quarter. The position peaked at $16.8K in Q1 2026. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Synergy Investment Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Synergy Investment Management sold 509 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $16.8K.
  • Synergy Investment Management first reported a position in Schwab Emerging Markets Equity ETF in Q1 2026 and held it in 1 quarter.
  • Synergy Investment Management's Schwab Emerging Markets Equity ETF position peaked at $16.8K in Q1 2026.
  • 892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.