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

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 $104B AUM 28.3% 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

Wedmont Private Capital's SCHE Position: Q2 2026 in Review

Wedmont Private Capital reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 0.81% in Q2 2026, selling an estimated $76.1K and leaving 262,436 shares worth $9.58M. The position accounts for 0.26% of the portfolio, ranked #54.

Wedmont Private Capital first reported a position in SCHE in Q4 2021 and has held it in 19 quarters since. 896 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Wedmont Private Capital held 262,436 shares of Schwab Emerging Markets Equity ETF worth $9.58M as of Q2 2026.
Wedmont Private Capital sold 2,131 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $76.1K.
Schwab Emerging Markets Equity ETF made up 0.26% of Wedmont Private Capital's portfolio in Q2 2026, its #54 holding.
Wedmont Private Capital first reported a position in Schwab Emerging Markets Equity ETF in Q4 2021 and has held it in 19 quarters since.
896 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.