Wealth Enhancement Advisory Services
SCHE icon

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

Wealth Enhancement Advisory Services’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 		$47M Buy
1,311,736
+23,723
+2% +$847K 0.08% 222
2026
Q1 		$42.3M Sell
1,288,013
-946,710
-42% -$32.3M 0.09% 223
2025
Q4 		$75.8M Sell
2,234,723
-5,958
-0.3% -$199K 0.1% 191
2025
Q3 		$75.5M Sell
2,240,681
-15,576
-0.7% -$491K 0.11% 171
2025
Q2 		$68.7M Sell
2,256,257
-61,486
-3% -$1.74M 0.11% 175
2025
Q1 		$63.9M Sell
2,317,743
-25,490
-1% -$698K 0.12% 164
2024
Q4 		$62.4M Buy
2,343,233
+28,661
+1% +$809K 0.12% 165
2024
Q3 		$67.5M Sell
2,314,572
-75,528
-3% -$2.04M 0.15% 141
2024
Q2 		$63.5M Sell
2,390,100
-38,367
-2% -$1,000K 0.15% 141
2024
Q1 		$61.3M Sell
2,428,467
-50,641
-2% -$1.24M 0.16% 136
2023
Q4 		$61.5M Sell
2,479,108
-91,293
-4% -$2.2M 0.18% 125
2023
Q3 		$61.5M Buy
2,570,401
+702,595
+38% +$17.4M 0.2% 111
2023
Q2 		$46M Buy
1,867,806
+350,182
+23% +$8.56M 0.5% 31
2023
Q1 		$37.2M Sell
1,517,624
-461,608
-23% -$11.4M 0.43% 38
2022
Q4 		$50.9M Sell
1,979,232
-537,595
-21% -$12.5M 0.65% 31
2022
Q3 		$57.3M Sell
2,516,827
-204,384
-8% -$5.05M 0.82% 26
2022
Q2 		$68.9M Buy
2,721,211
+116,675
+4% +$3.05M 0.96% 23
2022
Q1 		$75.2M Sell
2,604,536
-93,756
-3% -$2.71M 1.01% 23
2021
Q4 		$80.5M Buy
2,698,292
+206,017
+8% +$6.29M 1.16% 20
2021
Q3 		$78.6M Sell
2,492,275
-86,386
-3% -$2.7M 1.16% 18
2021
Q2 		$83.2M Buy
2,578,661
+142,843
+6% +$4.63M 1.34% 16
2021
Q1 		$78.7M Buy
2,435,818
+898,960
+58% +$29.3M 1.43% 15
2020
Q4 		$49.4M Buy
1,536,858
+60,929
+4% +$1.77M 1.12% 19
2020
Q3 		$41.4M Sell
1,475,929
-17,406
-1% -$465K 1.08% 20
2020
Q2 		$39.7M Buy
1,493,335
+98,214
+7% +$2.23M 1.14% 18
2020
Q1 		$30.7M Sell
1,395,121
-1,529,136
-52% -$38.2M 1.09% 22
2019
Q4 		$80M Buy
2,924,257
+189,448
+7% +$4.99M 2.83% 12
2019
Q3 		$70.2M Buy
2,734,809
+111,491
+4% +$2.84M 2.83% 12
2019
Q2 		$68.9M Buy
2,623,318
+403,359
+18% +$10.4M 3.04% 12
2019
Q1 		$59.7M Buy
2,219,959
+148,339
+7% +$3.76M 3.38% 12
2018
Q4 		$51.8M Sell
2,071,620
-179,958
-8% -$4.36M 3.27% 12
2018
Q3 		$52.9M Buy
2,251,578
+261,743
+13% +$6.78M 3.18% 13
2018
Q2 		$52.4M Buy
1,989,835
+133,651
+7% +$3.67M 3.23% 12
2018
Q1 		$53.3M Buy
1,856,184
+122,026
+7% +$3.58M 3.57% 11
2017
Q4 		$51M Buy
1,734,158
+200,142
+13% +$5.52M 3.62% 9
2017
Q3 		$42M Sell
1,534,016
-371,978
-20% -$9.85M 3.48% 9
2017
Q2 		$47.8M Buy
1,905,994
+184,882
+11% +$4.54M 4.42% 5
2017
Q1 		$41.5M Buy
1,721,112
+459,412
+36% +$10.7M 4.4% 5
2016
Q4 		$27.2M Buy
1,261,700
+225,993
+22% +$5.06M 3.3% 8
2016
Q3 		$24.2M Buy
1,035,707
+145,366
+16% +$3.28M 3.6% 7
2016
Q2 		$19M Buy
890,341
+107,846
+14% +$2.22M 3.43% 7
2016
Q1 		$16.1M Buy
782,495
+151,416
+24% +$2.85M 3.27% 9
2015
Q4 		$12.3M Buy
631,079
+243,657
+63% +$5.1M 3.12% 7
2015
Q3 		$8.5M Sell
387,422
-126,792
-25% -$2.77M 2.59% 12
2015
Q2 		$12.6M Buy
514,214
+263,477
+105% +$6.75M 3.9% 6
2015
Q1 		$6.11M Sell
250,737
-105,013
-30% -$2.55M 2.35% 14
2014
Q4 		$8.5M Buy
+355,750
New +$8.89M 3.35% 10

Other funds holding SCHE

R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
BWM
Boyd Wealth Management Sacramento, California $264M AUM 18.15% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Wealth Enhancement Advisory Services's SCHE Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 1.8% in Q2 2026, buying an estimated $847K and bringing the position to 1,311,736 shares worth $47M. The position accounts for 0.08% of the portfolio, ranked #222.

Wealth Enhancement Advisory Services first reported a position in SCHE in Q4 2014 and has held it in 47 quarters since. The position peaked at $83.2M in Q2 2021. 213 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Wealth Enhancement Advisory Services held 1,311,736 shares of Schwab Emerging Markets Equity ETF worth $47M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 23,723 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $847K.
  • Schwab Emerging Markets Equity ETF made up 0.08% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #222 holding.
  • Wealth Enhancement Advisory Services first reported a position in Schwab Emerging Markets Equity ETF in Q4 2014 and has held it in 47 quarters since.
  • Wealth Enhancement Advisory Services's Schwab Emerging Markets Equity ETF position peaked at $83.2M in Q2 2021.
  • 213 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.