Watershed Private Wealth’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Watershed Private Wealth’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	$963K	Sell	26,557 -1,431	-5%	-$51.1K	0.27%	53
2026 Q1	$922K	Sell	27,988 -176	-0.6%	-$6.01K	0.29%	57
2025 Q4	$922K	Sell	28,164 -359	-1%	-$12K	0.28%	59
2025 Q3	$952K	Buy	28,523 +269	+1%	+$8.47K	0.3%	54
2025 Q2	$852K	Sell	28,254 -5,760	-17%	-$163K	0.31%	49
2025 Q1	$938K	Sell	34,014 -995	-3%	-$27.2K	0.37%	47
2024 Q4	$932K	Sell	35,009 -2,414	-6%	-$68.2K	0.36%	48
2024 Q3	$1.09M	Sell	37,423 -4,624	-11%	-$125K	0.44%	45
2024 Q2	$1.12M	Sell	42,047 -14	-0%	-$365	0.48%	45
2024 Q1	$1.06M	Sell	42,061 -8,866	-17%	-$218K	0.47%	47
2023 Q4	$1.26M	Sell	50,927 -6,717	-12%	-$162K	0.7%	38
2023 Q3	$1.38M	Buy	57,644 +14,443	+33%	+$358K	0.85%	34
2023 Q2	$1.06M	Hold	43,201	–	–	0.64%	43
2023 Q1	$1.06M	Buy	43,201 +1,824	+4%	+$45.2K	0.72%	41
2022 Q4	$979K	Buy	+41,377	New	+$963K	0.74%	40

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 $103B AUM 28.65% 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

Watershed Private Wealth's SCHE Position: Q2 2026 in Review

Watershed Private Wealth reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 5.1% in Q2 2026, selling an estimated $51.1K and leaving 26,557 shares worth $963K. The position accounts for 0.27% of the portfolio, ranked #53.

Watershed Private Wealth first reported a position in SCHE in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.38M in Q3 2023. 890 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Watershed Private Wealth held 26,557 shares of Schwab Emerging Markets Equity ETF worth $963K as of Q2 2026.
Watershed Private Wealth sold 1,431 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $51.1K.
Schwab Emerging Markets Equity ETF made up 0.27% of Watershed Private Wealth's portfolio in Q2 2026, its #53 holding.
Watershed Private Wealth first reported a position in Schwab Emerging Markets Equity ETF in Q4 2022 and has held it in 15 quarters since.
Watershed Private Wealth's Schwab Emerging Markets Equity ETF position peaked at $1.38M in Q3 2023.
890 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Watershed Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.