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Westmount Partners’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Westmount Partners’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 		$997K Hold
27,508
– – 0.22% 98
2026
Q1 		$906K Hold
27,508
– – 0.22% 93
2025
Q4 		$901K Hold
27,508
– – 0.22% 84
2025
Q3 		$924K Hold
27,508
– – 0.24% 83
2025
Q2 		$829K Hold
27,508
– – 0.23% 85
2025
Q1 		$758K Buy
+27,508
New +$753K 0.23% 89

Other funds holding SCHE

Creative Planning
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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

Westmount Partners's SCHE Position: Q2 2026 in Review

Westmount Partners held its Schwab Emerging Markets Equity ETF (SCHE) position steady in Q2 2026 at 27,508 shares worth $997K. The position accounts for 0.22% of the portfolio, ranked #98.

Westmount Partners first reported a position in SCHE in Q1 2025 and has held it in 6 quarters since. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Westmount Partners held 27,508 shares of Schwab Emerging Markets Equity ETF worth $997K as of Q2 2026.
  • Westmount Partners left its Schwab Emerging Markets Equity ETF share count unchanged in Q2 2026.
  • Schwab Emerging Markets Equity ETF made up 0.22% of Westmount Partners's portfolio in Q2 2026, its #98 holding.
  • Westmount Partners first reported a position in Schwab Emerging Markets Equity ETF in Q1 2025 and has held it in 6 quarters since.
  • 892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.