VWA
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Valued Wealth Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Valued 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 		$2.08M Sell
57,311
-363
-0.6% -$13K 0.76% 19
2026
Q1 		$1.9M Buy
57,674
+34,729
+151% +$1.19M 0.77% 19
2025
Q4 		$751K Buy
22,945
+264
+1% +$8.8K 0.33% 25
2025
Q3 		$757K Sell
22,681
-6
-0% -$189 0.35% 24
2025
Q2 		$684K Buy
22,687
+6,559
+41% +$186K 0.36% 25
2025
Q1 		$445K Buy
16,128
+708
+5% +$19.4K 0.27% 28
2024
Q4 		$411K Buy
15,420
+4,010
+35% +$113K 0.26% 25
2024
Q3 		$333K Sell
11,410
-12
-0.1% -$325 0.22% 28
2024
Q2 		$303K Sell
11,422
-24
-0.2% -$626 0.21% 28
2024
Q1 		$289K Sell
11,446
-16
-0.1% -$393 0.2% 26
2023
Q4 		$274K Buy
+11,462
New +$276K 0.25% 26

Other funds holding SCHE

R
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
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
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return

Valued Wealth Advisors's SCHE Position: Q2 2026 in Review

Valued Wealth Advisors reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 0.63% in Q2 2026, selling an estimated $13K and leaving 57,311 shares worth $2.08M. The position accounts for 0.76% of the portfolio, ranked #19.

Valued Wealth Advisors first reported a position in SCHE in Q4 2023 and has held it in 11 quarters since. 313 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Valued Wealth Advisors held 57,311 shares of Schwab Emerging Markets Equity ETF worth $2.08M as of Q2 2026.
  • Valued Wealth Advisors sold 363 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $13K.
  • Schwab Emerging Markets Equity ETF made up 0.76% of Valued Wealth Advisors's portfolio in Q2 2026, its #19 holding.
  • Valued Wealth Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • 313 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

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