Unique Wealth’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Unique Wealth’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	$226K	Sell	6,214 -637	-9%	-$23.3K	0.03%	199
2026 Q2	$248K	Sell	6,851 -1,302	-16%	-$46.5K	0.03%	187
2026 Q1	$269K	Buy	8,153 +647	+9%	+$22.1K	0.04%	164
2025 Q4	$246K	Buy	7,506 +871	+13%	+$29K	0.03%	169
2025 Q3	$221K	Buy	+6,635	New	+$209K	0.03%	172
2023 Q4	–	Sell	-9,222	Closed	-$221K	–	85
2023 Q3	$221K	Hold	9,222	–	–	0.09%	77
2023 Q2	$227K	Buy	+9,222	New	+$225K	0.1%	72

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

Rainey & Randall Wealth Advisors Celebration, Florida $698M AUM 11.67% 1-Year Est. Return

BlueSky Wealth Advisors New Bern, North Carolina $865M AUM 9.64% 1-Year Est. Return

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

Unique Wealth's SCHE Position: Q3 2026 in Review

Unique Wealth reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 9.3% in Q3 2026, selling an estimated $23.3K and leaving 6,214 shares worth $226K. The position accounts for 0.03% of the portfolio, ranked #199.

Unique Wealth first reported a position in SCHE in Q2 2023 and has held it in 7 quarters since. The position peaked at $269K in Q1 2026. 408 funds tracked by Wall St. Rank hold SCHE as of Q3 2026.

Unique Wealth held 6,214 shares of Schwab Emerging Markets Equity ETF worth $226K as of Q3 2026.
Unique Wealth sold 637 Schwab Emerging Markets Equity ETF shares in Q3 2026, an estimated $23.3K.
Schwab Emerging Markets Equity ETF made up 0.03% of Unique Wealth's portfolio in Q3 2026, its #199 holding.
Unique Wealth first reported a position in Schwab Emerging Markets Equity ETF in Q2 2023 and has held it in 7 quarters since.
Unique Wealth's Schwab Emerging Markets Equity ETF position peaked at $269K in Q1 2026.
408 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2026.

Based on Unique Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.