TruNorth Capital Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

TruNorth Capital 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	$18M	Buy	496,715 +47,289	+11%	+$1.69M	2.89%	9
2026 Q1	$14.8M	Sell	449,426 -2,516	-0.6%	-$85.9K	2.84%	10
2025 Q4	$14.8M	Buy	451,942 +5,643	+1%	+$188K	2.81%	9
2025 Q3	$14.9M	Buy	446,299 +30,731	+7%	+$968K	2.95%	9
2025 Q2	$12.5M	Buy	415,568 +70,240	+20%	+$1.99M	2.78%	9
2025 Q1	$9.52M	Buy	345,328 +16,631	+5%	+$455K	2.37%	10
2024 Q4	$8.75M	Buy	328,697 +40,708	+14%	+$1.15M	2.39%	10
2024 Q3	$8.4M	Buy	287,989 +16,154	+6%	+$437K	2.49%	8
2024 Q2	$7.22M	Buy	271,835 +8,043	+3%	+$210K	2.34%	8
2024 Q1	$6.66M	Buy	+263,792	New	+$6.48M	2.3%	10

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

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

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

TruNorth Capital Management's SCHE Position: Q2 2026 in Review

TruNorth Capital Management increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 11% in Q2 2026, buying an estimated $1.69M and bringing the position to 496,715 shares worth $18M. The position accounts for 2.89% of the portfolio, ranked #9.

TruNorth Capital Management first reported a position in SCHE in Q1 2024 and has held it in 10 quarters since. 449 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

TruNorth Capital Management held 496,715 shares of Schwab Emerging Markets Equity ETF worth $18M as of Q2 2026.
TruNorth Capital Management bought 47,289 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $1.69M.
Schwab Emerging Markets Equity ETF made up 2.89% of TruNorth Capital Management's portfolio in Q2 2026, its #9 holding.
TruNorth Capital Management first reported a position in Schwab Emerging Markets Equity ETF in Q1 2024 and has held it in 10 quarters since.
449 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on TruNorth Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.