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

Valley Wealth Managers’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	–	Sell	-79	Closed	-$2.87K	–	355
2026 Q2	$2.87K	Buy	+79	New	+$2.82K	﹤0.01%	312

Other funds holding SCHE

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return

Valley Wealth Managers's SCHE Position: Q3 2026 in Review

Valley Wealth Managers sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2026, closing a stake of 79 shares — an estimated $2.87K sold.

Valley Wealth Managers first reported a position in SCHE in Q2 2026 and held it in 1 quarter. The position peaked at $2.87K in Q2 2026. 58 funds tracked by Wall St. Rank hold SCHE as of Q3 2026.

Valley Wealth Managers reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2026 after selling out during the quarter.
Valley Wealth Managers sold 79 Schwab Emerging Markets Equity ETF shares in Q3 2026, an estimated $2.87K.
Valley Wealth Managers first reported a position in Schwab Emerging Markets Equity ETF in Q2 2026 and held it in 1 quarter.
Valley Wealth Managers's Schwab Emerging Markets Equity ETF position peaked at $2.87K in Q2 2026.
58 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.