TWM
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Thrive Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Thrive Wealth 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 		$595K Buy
16,411
+6,006
+58% +$214K 0.08% 121
2026
Q1 		$343K Buy
10,405
+536
+5% +$18.3K 0.05% 157
2025
Q4 		$323K Buy
9,869
+844
+9% +$28.1K 0.05% 168
2025
Q3 		$301K Buy
9,025
+552
+7% +$17.4K 0.05% 183
2025
Q2 		$255K Buy
8,473
+686
+9% +$19.4K 0.04% 199
2025
Q1 		$215K Buy
+7,787
New +$213K 0.04% 205
2024
Q1 		– Sell
-8,588
Closed -$213K – 217
2023
Q4 		$213K Buy
+8,588
New +$207K 0.05% 183

Other funds holding SCHE

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
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
BWM
Boyd Wealth Management Sacramento, California $264M AUM 18.15% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Thrive Wealth Management's SCHE Position: Q2 2026 in Review

Thrive Wealth Management increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 58% in Q2 2026, buying an estimated $214K and bringing the position to 16,411 shares worth $595K. The position accounts for 0.08% of the portfolio, ranked #121.

Thrive Wealth Management first reported a position in SCHE in Q4 2023 and has held it in 7 quarters since. 186 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Thrive Wealth Management held 16,411 shares of Schwab Emerging Markets Equity ETF worth $595K as of Q2 2026.
  • Thrive Wealth Management bought 6,006 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $214K.
  • Schwab Emerging Markets Equity ETF made up 0.08% of Thrive Wealth Management's portfolio in Q2 2026, its #121 holding.
  • Thrive Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2023 and has held it in 7 quarters since.
  • 186 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.