Weik Capital Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Weik Capital Management’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	$213K	Buy	+5,875	New	+$210K	0.08%	90
2021 Q3	–	Sell	-14,000	Closed	-$460K	–	114
2021 Q2	$460K	Buy	14,000 +200	+1%	+$6.49K	0.18%	88
2021 Q1	$439K	Buy	13,800 +1,460	+12%	+$47.6K	0.19%	89
2020 Q4	$378K	Buy	12,340 +350	+3%	+$10.1K	0.17%	89
2020 Q3	$321K	Sell	11,990 -800	-6%	-$21.4K	0.16%	89
2020 Q2	$311K	Sell	12,790 -5,600	-30%	-$127K	0.17%	90
2020 Q1	$380K	Buy	18,390 +600	+3%	+$15K	0.22%	83
2019 Q4	$487K	Sell	17,790 -170	-0.9%	-$4.48K	0.22%	80
2019 Q3	$451K	Sell	17,960 -900	-5%	-$22.9K	0.22%	79
2019 Q2	$495K	Buy	18,860 +7,885	+72%	+$204K	0.24%	76
2019 Q1	$285K	Hold	10,975	–	–	0.14%	104
2018 Q4	$258K	Sell	10,975 -440	-4%	-$10.7K	0.14%	106
2018 Q3	$293K	Hold	11,415	–	–	0.14%	109
2018 Q2	$296K	Buy	11,415 +225	+2%	+$6.18K	0.15%	105
2018 Q1	$321K	Buy	+11,190	New	+$328K	0.15%	105

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

Weik Capital Management's SCHE Position: Q2 2026 in Review

Weik Capital Management opened a new position in Schwab Emerging Markets Equity ETF (SCHE) in Q2 2026: 5,875 shares worth $213K. The stake represents 0.08% of the portfolio and ranks #90 among its holdings. This is a return to the name: Weik Capital Management previously reported a position in SCHE as recently as Q2 2021.

Weik Capital Management first reported a position in SCHE in Q1 2018 and has held it in 15 quarters since. The position peaked at $495K in Q2 2019. 898 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Weik Capital Management held 5,875 shares of Schwab Emerging Markets Equity ETF worth $213K as of Q2 2026.
Schwab Emerging Markets Equity ETF was a new Weik Capital Management position in Q2 2026.
Schwab Emerging Markets Equity ETF made up 0.08% of Weik Capital Management's portfolio in Q2 2026, its #90 holding.
Weik Capital Management first reported a position in Schwab Emerging Markets Equity ETF in Q1 2018 and has held it in 15 quarters since.
Weik Capital Management's Schwab Emerging Markets Equity ETF position peaked at $495K in Q2 2019.
898 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Weik Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.