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 Q3	$534K	Sell	14,643 -1,768	-11%	-$64.6K	0.07%	124
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

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

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

93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return

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

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Thrive Wealth Management's SCHE Position: Q3 2026 in Review

Thrive Wealth Management reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 11% in Q3 2026, selling an estimated $64.6K and leaving 14,643 shares worth $534K. The position accounts for 0.07% of the portfolio, ranked #124.

Thrive Wealth Management first reported a position in SCHE in Q4 2023 and has held it in 8 quarters since. The position peaked at $595K in Q2 2026. 269 funds tracked by Wall St. Rank hold SCHE as of Q3 2026.

Thrive Wealth Management held 14,643 shares of Schwab Emerging Markets Equity ETF worth $534K as of Q3 2026.
Thrive Wealth Management sold 1,768 Schwab Emerging Markets Equity ETF shares in Q3 2026, an estimated $64.6K.
Schwab Emerging Markets Equity ETF made up 0.07% of Thrive Wealth Management's portfolio in Q3 2026, its #124 holding.
Thrive Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2023 and has held it in 8 quarters since.
Thrive Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $595K in Q2 2026.
269 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2026.

Based on Thrive Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.