WPC
SCHE icon

Wedmont Private Capital’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Wedmont Private Capital’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 		$9.58M Sell
262,436
-2,131
-0.8% -$76.1K 0.26% 54
2026
Q1 		$9.11M Sell
264,567
-538
-0.2% -$18.4K 0.29% 52
2025
Q4 		$8.93M Sell
265,105
-7,018
-3% -$234K 0.31% 49
2025
Q3 		$9.17M Sell
272,123
-9,712
-3% -$306K 0.34% 46
2025
Q2 		$8.5M Buy
281,835
+4,317
+2% +$122K 0.36% 43
2025
Q1 		$7.32M Buy
277,518
+7,216
+3% +$198K 0.38% 42
2024
Q4 		$7.01M Buy
270,302
+2,790
+1% +$78.8K 0.37% 41
2024
Q3 		$8.09M Buy
267,512
+5,334
+2% +$144K 0.46% 34
2024
Q2 		$7.26M Sell
262,178
-28,889
-10% -$753K 0.46% 37
2024
Q1 		$7.51M Buy
291,067
+6,493
+2% +$160K 0.55% 31
2023
Q4 		$6.95M Buy
284,574
+90,703
+47% +$2.18M 0.57% 31
2023
Q3 		$4.6M Buy
193,871
+10,047
+5% +$249K 0.46% 34
2023
Q2 		$4.67M Buy
183,824
+16,570
+10% +$405K 0.5% 32
2023
Q1 		$4.11M Buy
167,254
+3,779
+2% +$93.6K 0.54% 29
2022
Q4 		$4.08M Buy
163,475
+131,879
+417% +$3.07M 0.61% 27
2022
Q3 		$708K Buy
31,596
+17,779
+129% +$439K 0.14% 114
2022
Q2 		$351K Buy
13,817
+6,757
+96% +$177K 0.08% 202
2022
Q1 		$204K Hold
7,060
– – 0.05% 312
2021
Q4 		$215K Buy
+7,060
New +$216K 0.07% 220

Other funds holding SCHE

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
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
PF
Prota Financial Houston, Texas $152M AUM
GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return