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 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 $1.91B 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

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Unique Wealth's SCHE Position: Q2 2026 in Review

Unique Wealth reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 16% in Q2 2026, selling an estimated $46.5K and leaving 6,851 shares worth $248K. The position accounts for 0.03% of the portfolio, ranked #187.

Unique Wealth first reported a position in SCHE in Q2 2023 and has held it in 6 quarters since. The position peaked at $269K in Q1 2026. 399 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Unique Wealth held 6,851 shares of Schwab Emerging Markets Equity ETF worth $248K as of Q2 2026.
Unique Wealth sold 1,302 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $46.5K.
Schwab Emerging Markets Equity ETF made up 0.03% of Unique Wealth's portfolio in Q2 2026, its #187 holding.
Unique Wealth first reported a position in Schwab Emerging Markets Equity ETF in Q2 2023 and has held it in 6 quarters since.
Unique Wealth's Schwab Emerging Markets Equity ETF position peaked at $269K in Q1 2026.
399 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Unique Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.