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Waverly Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Waverly 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 		$36.9M Sell
1,017,905
-25,078
-2% -$895K 0.21% 98
2026
Q1 		$34.4M Buy
1,042,983
+536,116
+106% +$18.3M 0.26% 79
2025
Q4 		$16.6M Sell
506,867
-10,144
-2% -$338K 0.13% 147
2025
Q3 		$17.3M Buy
517,011
+28,811
+6% +$908K 0.17% 112
2025
Q2 		$14.7M Buy
488,200
+1,363
+0.3% +$38.6K 0.16% 127
2025
Q1 		$13.4M Buy
486,837
+305,545
+169% +$8.36M 0.16% 133
2024
Q4 		$4.83M Sell
181,292
-115,094
-39% -$3.25M 0.07% 221
2024
Q3 		$8.65M Sell
296,386
-16,985
-5% -$460K 0.16% 138
2024
Q2 		$8.32M Buy
313,371
+10,325
+3% +$269K 0.16% 130
2024
Q1 		$7.65M Buy
+303,046
New +$7.45M 0.18% 106

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

Waverly Advisors's SCHE Position: Q2 2026 in Review

Waverly Advisors reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 2.4% in Q2 2026, selling an estimated $895K and leaving 1,017,905 shares worth $36.9M. The position accounts for 0.21% of the portfolio, ranked #98.

Waverly Advisors first reported a position in SCHE in Q1 2024 and has held it in 10 quarters since. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Waverly Advisors held 1,017,905 shares of Schwab Emerging Markets Equity ETF worth $36.9M as of Q2 2026.
  • Waverly Advisors sold 25,078 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $895K.
  • Schwab Emerging Markets Equity ETF made up 0.21% of Waverly Advisors's portfolio in Q2 2026, its #98 holding.
  • Waverly Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q1 2024 and has held it in 10 quarters since.
  • 892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.