WKWM
SCHE icon

Walter & Keenan Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Walter & Keenan Wealth Management’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 		$319K Sell
8,800
-3
-0% -$107 0.08% 139
2026
Q1 		$290K Hold
8,803
– – 0.08% 139
2025
Q4 		$288K Buy
8,803
+44
+0.5% +$1.47K 0.08% 137
2025
Q3 		$292K Sell
8,759
-90
-1% -$2.83K 0.08% 134
2025
Q2 		$267K Buy
8,849
+2
+0% +$57 0.08% 137
2025
Q1 		$244K Sell
8,847
-360
-4% -$9.85K 0.07% 138
2024
Q4 		$245K Buy
9,207
+583
+7% +$16.5K 0.07% 136
2024
Q3 		$252K Buy
8,624
+2
+0% +$54 0.08% 137
2024
Q2 		$229K Hold
8,622
– – 0.07% 139
2024
Q1 		$218K Hold
8,622
– – 0.07% 133
2023
Q4 		$214K Buy
8,622
+50
+0.6% +$1.2K 0.08% 136
2023
Q3 		$205K Hold
8,572
– – 0.08% 134
2023
Q2 		$211K Buy
8,572
+8
+0.1% +$195 0.08% 136
2023
Q1 		$210K Hold
8,564
– – 0.08% 136
2022
Q4 		$203K Buy
+8,564
New +$199K 0.08% 142
2022
Q3 		– Sell
-8,529
Closed -$216K – 145
2022
Q2 		$216K Buy
8,529
+4
+0% +$105 0.09% 134
2022
Q1 		$237K Buy
8,525
+1
+0% +$29 0.08% 139
2021
Q4 		$252K Buy
8,524
+30
+0.4% +$917 0.08% 136
2021
Q3 		$259K Buy
8,494
+1,120
+15% +$35K 0.09% 135
2021
Q2 		$242K Buy
7,374
+66
+0.9% +$2.14K 0.08% 128
2021
Q1 		$232K Hold
7,308
– – 0.08% 133
2020
Q4 		$224K Buy
+7,308
New +$212K 0.08% 137
2019
Q2 		– Sell
-10,860
Closed -$282K – 159
2019
Q1 		$282K Buy
+10,860
New +$275K 0.12% 123
2018
Q4 		– Sell
-8,450
Closed -$217K – 166
2018
Q3 		$217K Hold
8,450
– – 0.07% 153
2018
Q2 		$219K Sell
8,450
-100
-1% -$2.75K 0.09% 155
2018
Q1 		$245K Hold
8,550
– – 0.11% 150
2017
Q4 		$239K Buy
8,550
+29
+0.3% +$800 0.1% 153
2017
Q3 		$229K Buy
+8,521
New +$226K 0.11% 151

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

Walter & Keenan Wealth Management's SCHE Position: Q2 2026 in Review

Walter & Keenan Wealth Management reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 0.03% in Q2 2026, selling an estimated $107 and leaving 8,800 shares worth $319K. The position accounts for 0.08% of the portfolio, ranked #139.

Walter & Keenan Wealth Management first reported a position in SCHE in Q3 2017 and has held it in 28 quarters since. 899 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Walter & Keenan Wealth Management held 8,800 shares of Schwab Emerging Markets Equity ETF worth $319K as of Q2 2026.
  • Walter & Keenan Wealth Management sold 3 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $107.
  • Schwab Emerging Markets Equity ETF made up 0.08% of Walter & Keenan Wealth Management's portfolio in Q2 2026, its #139 holding.
  • Walter & Keenan Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q3 2017 and has held it in 28 quarters since.
  • 899 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Walter & Keenan Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.