Vawter Financial’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Vawter Financial’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	$740K	Sell	20,419 -2,026	-9%	-$72.3K	0.28%	50
2026 Q1	$740K	Sell	22,445 -6,342	-22%	-$217K	0.31%	46
2025 Q4	$943K	Sell	28,787 -1,496	-5%	-$49.9K	0.4%	42
2025 Q3	$1.01M	Buy	+30,283	New	+$954K	0.46%	41
2025 Q2	–	Sell	-31,709	Closed	-$874K	–	84
2025 Q1	$874K	Sell	31,709 -148	-0.5%	-$4.05K	0.49%	39
2024 Q4	$848K	Sell	31,857 -2,018	-6%	-$57K	0.51%	36
2024 Q3	$988K	Buy	33,875 +1,038	+3%	+$28.1K	0.6%	35
2024 Q2	$872K	Buy	32,837 +8,275	+34%	+$216K	0.6%	34
2024 Q1	$620K	Sell	24,562 -7,103	-22%	-$175K	0.45%	40
2023 Q4	$785K	Buy	31,665 +7,416	+31%	+$178K	0.61%	32
2023 Q3	$581K	Sell	24,249 -7,418	-23%	-$184K	0.52%	32
2023 Q2	$780K	Buy	31,667 +15,184	+92%	+$371K	0.67%	28
2023 Q1	$404K	Hold	16,483	–	–	0.41%	36
2022 Q4	$390K	Buy	+16,483	New	+$384K	0.45%	35

Other funds holding SCHE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vawter Financial's SCHE Position: Q2 2026 in Review

Vawter Financial reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 9% in Q2 2026, selling an estimated $72.3K and leaving 20,419 shares worth $740K. The position accounts for 0.28% of the portfolio, ranked #50.

Vawter Financial first reported a position in SCHE in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.01M in Q3 2025. 896 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Vawter Financial held 20,419 shares of Schwab Emerging Markets Equity ETF worth $740K as of Q2 2026.
Vawter Financial sold 2,026 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $72.3K.
Schwab Emerging Markets Equity ETF made up 0.28% of Vawter Financial's portfolio in Q2 2026, its #50 holding.
Vawter Financial first reported a position in Schwab Emerging Markets Equity ETF in Q4 2022 and has held it in 14 quarters since.
Vawter Financial's Schwab Emerging Markets Equity ETF position peaked at $1.01M in Q3 2025.
896 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Vawter Financial's 13F filing for Q2 2026, filed 24 Jul 2026.