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Trust Point Inc’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Trust Point Inc’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 		$1.43M Hold
39,468
– – 0.12% 98
2026
Q1 		$1.3M Hold
39,468
– – 0.11% 98
2025
Q4 		$1.29M Hold
39,468
– – 0.1% 100
2025
Q3 		$1.32M Hold
39,468
– – 0.11% 99
2025
Q2 		$1.19M Buy
+39,468
New +$1.12M 0.11% 96
2025
Q1 		– Sell
-10,292
Closed -$274K – 549
2024
Q4 		$274K Buy
+10,292
New +$291K 0.02% 458

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
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return

Trust Point Inc's SCHE Position: Q2 2026 in Review

Trust Point Inc held its Schwab Emerging Markets Equity ETF (SCHE) position steady in Q2 2026 at 39,468 shares worth $1.43M. The position accounts for 0.12% of the portfolio, ranked #98.

Trust Point Inc first reported a position in SCHE in Q4 2024 and has held it in 6 quarters since. 292 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Trust Point Inc held 39,468 shares of Schwab Emerging Markets Equity ETF worth $1.43M as of Q2 2026.
  • Trust Point Inc left its Schwab Emerging Markets Equity ETF share count unchanged in Q2 2026.
  • Schwab Emerging Markets Equity ETF made up 0.12% of Trust Point Inc's portfolio in Q2 2026, its #98 holding.
  • Trust Point Inc first reported a position in Schwab Emerging Markets Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • 292 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.