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VSM Wealth Advisory’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

VSM Wealth Advisory’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 		$355K Sell
9,789
-142
-1% -$5.07K 0.09% 88
2026
Q1 		$327K Buy
9,931
+172
+2% +$5.87K 0.1% 84
2025
Q4 		$320K Sell
9,759
-28
-0.3% -$934 0.1% 75
2025
Q3 		$327K Sell
9,787
-185
-2% -$5.83K 0.1% 70
2025
Q2 		$301K Buy
9,972
+4
+0% +$113 0.1% 75
2025
Q1 		$275K Sell
9,968
-596
-6% -$16.3K 0.1% 75
2024
Q4 		$281K Buy
+10,564
New +$298K 0.1% 73

Other funds holding SCHE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VSM Wealth Advisory's SCHE Position: Q2 2026 in Review

VSM Wealth Advisory reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 1.4% in Q2 2026, selling an estimated $5.07K and leaving 9,789 shares worth $355K. The position accounts for 0.09% of the portfolio, ranked #88.

VSM Wealth Advisory first reported a position in SCHE in Q4 2024 and has held it in 7 quarters since. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • VSM Wealth Advisory held 9,789 shares of Schwab Emerging Markets Equity ETF worth $355K as of Q2 2026.
  • VSM Wealth Advisory sold 142 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $5.07K.
  • Schwab Emerging Markets Equity ETF made up 0.09% of VSM Wealth Advisory's portfolio in Q2 2026, its #88 holding.
  • VSM Wealth Advisory first reported a position in Schwab Emerging Markets Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • 892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.