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Twin Peaks Wealth Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Twin Peaks Wealth Advisors’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
-530
Closed -$17.5K – 1826
2026
Q1 		$17.5K Buy
+530
New +$18.1K ﹤0.01% 777

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HighTower Advisors
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US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Twin Peaks Wealth Advisors's SCHE Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2026, closing a stake of 530 shares — an estimated $17.5K sold.

Twin Peaks Wealth Advisors first reported a position in SCHE in Q1 2026 and held it in 1 quarter. The position peaked at $17.5K in Q1 2026. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 530 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $17.5K.
  • Twin Peaks Wealth Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q1 2026 and held it in 1 quarter.
  • Twin Peaks Wealth Advisors's Schwab Emerging Markets Equity ETF position peaked at $17.5K in Q1 2026.
  • 892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.