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Walkner Condon Financial Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Walkner Condon Financial 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 		$2.95M Buy
81,325
+5,626
+7% +$201K 0.34% 60
2026
Q1 		$2.49M Buy
75,699
+4,264
+6% +$146K 0.33% 68
2025
Q4 		$2.34M Buy
71,435
+396
+0.6% +$13.2K 0.32% 68
2025
Q3 		$2.37M Buy
71,039
+3,104
+5% +$97.8K 0.38% 64
2025
Q2 		$2.05M Buy
67,935
+7,275
+12% +$206K 0.38% 63
2025
Q1 		$1.67M Buy
60,660
+1,011
+2% +$27.7K 0.34% 67
2024
Q4 		$1.59M Buy
59,649
+613
+1% +$17.3K 0.32% 66
2024
Q3 		$1.72M Buy
59,036
+1,307
+2% +$35.4K 0.35% 64
2024
Q2 		$1.53M Buy
57,729
+2,568
+5% +$66.9K 0.33% 69
2024
Q1 		$1.39M Buy
55,161
+7,060
+15% +$173K 0.3% 77
2023
Q4 		$1.19M Buy
48,101
+10,759
+29% +$259K 0.27% 84
2023
Q3 		$894K Buy
37,342
+15,561
+71% +$385K 0.24% 91
2023
Q2 		$536K Sell
21,781
-149
-0.7% -$3.64K 0.14% 124
2023
Q1 		$538K Buy
21,930
+1,771
+9% +$43.9K 0.15% 119
2022
Q4 		$477K Sell
20,159
-64
-0.3% -$1.49K 0.14% 127
2022
Q3 		$453K Buy
20,223
+1,794
+10% +$44.3K 0.15% 126
2022
Q2 		$468K Buy
18,429
+29
+0.2% +$758 0.15% 126
2022
Q1 		$511K Sell
18,400
-2,048
-10% -$59.3K 0.15% 128
2021
Q4 		$606K Sell
20,448
-512
-2% -$15.6K 0.39% 61
2021
Q3 		$638K Sell
20,960
-1,726
-8% -$53.9K 0.31% 70
2021
Q2 		$747K Buy
22,686
+1,283
+6% +$41.6K 0.27% 69
2021
Q1 		$680K Buy
21,403
+2,823
+15% +$91.9K 0.26% 78
2020
Q4 		$569K Buy
18,580
+1,516
+9% +$44K 0.25% 74
2020
Q3 		$457K Buy
+17,064
New +$456K 0.24% 72

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 $104B AUM 28.3% 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

Walkner Condon Financial Advisors's SCHE Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 7.4% in Q2 2026, buying an estimated $201K and bringing the position to 81,325 shares worth $2.95M. The position accounts for 0.34% of the portfolio, ranked #60.

Walkner Condon Financial Advisors first reported a position in SCHE in Q3 2020 and has held it in 24 quarters since. 899 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Walkner Condon Financial Advisors held 81,325 shares of Schwab Emerging Markets Equity ETF worth $2.95M as of Q2 2026.
  • Walkner Condon Financial Advisors bought 5,626 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $201K.
  • Schwab Emerging Markets Equity ETF made up 0.34% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #60 holding.
  • Walkner Condon Financial Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q3 2020 and has held it in 24 quarters since.
  • 899 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.