Upper Left Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Upper Left Wealth 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	$4.81M	Sell	132,708 -2,388	-2%	-$85.3K	2.67%	13
2026 Q1	$4.45M	Sell	135,096 -12,650	-9%	-$432K	2.63%	16
2025 Q4	$4.84M	Sell	147,746 -762	-0.5%	-$25.4K	2.95%	13
2025 Q3	$4.96M	Sell	148,508 -7,932	-5%	-$250K	3.11%	11
2025 Q2	$4.72M	Buy	156,440 +4,843	+3%	+$137K	3.15%	10
2025 Q1	$4.18M	Sell	151,597 -51,453	-25%	-$1.41M	3%	12
2024 Q4	$5.41M	Sell	203,050 -1,310	-0.6%	-$37K	4.62%	2
2024 Q3	$5.56M	Sell	204,360 -2,636	-1%	-$71.3K	4.86%	2
2024 Q2	$5.5M	Sell	206,996 -5,993	-3%	-$156K	4.97%	2
2024 Q1	$5.38M	Buy	212,989 +11,461	+6%	+$282K	4.98%	2
2023 Q4	$5M	Sell	201,528 -8,585	-4%	-$206K	4.9%	2
2023 Q3	$5.03M	Buy	210,113 +25,412	+14%	+$629K	5.23%	3
2023 Q2	$4.55M	Buy	184,701 +7,557	+4%	+$185K	5.06%	2
2023 Q1	$4.34M	Buy	177,144 +1,665	+0.9%	+$41.3K	4.93%	3
2022 Q4	$4.15M	Sell	175,479 -6,504	-4%	-$151K	4.91%	2
2022 Q3	$4.13M	Buy	181,983 +16,278	+10%	+$402K	5.36%	3
2022 Q2	$4.21M	Sell	165,705 -4,899	-3%	-$128K	4.87%	4
2022 Q1	$4.83M	Buy	170,604 +1,955	+1%	+$56.6K	5.01%	3
2021 Q4	$5.05M	Buy	+168,649	New	+$5.15M	5.05%	3

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

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

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

BWM

Boyd Wealth Management Sacramento, California $264M AUM 18.15% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Upper Left Wealth Management's SCHE Position: Q2 2026 in Review

Upper Left Wealth Management reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 1.8% in Q2 2026, selling an estimated $85.3K and leaving 132,708 shares worth $4.81M. The position accounts for 2.67% of the portfolio, ranked #13.

Upper Left Wealth Management first reported a position in SCHE in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.56M in Q3 2024. 186 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Upper Left Wealth Management held 132,708 shares of Schwab Emerging Markets Equity ETF worth $4.81M as of Q2 2026.
Upper Left Wealth Management sold 2,388 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $85.3K.
Schwab Emerging Markets Equity ETF made up 2.67% of Upper Left Wealth Management's portfolio in Q2 2026, its #13 holding.
Upper Left Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2021 and has held it in 19 quarters since.
Upper Left Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $5.56M in Q3 2024.
186 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Upper Left Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.