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

Whalerock Point 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	$232K	Hold	6,400	–	–	0.04%	193
2026 Q1	$211K	Hold	6,400	–	–	0.04%	193
2025 Q4	$210K	Hold	6,400	–	–	0.04%	189
2025 Q3	$214K	Buy	+6,400	New	+$202K	0.04%	177
2021 Q3	–	Sell	-6,400	Closed	-$210K	–	155
2021 Q2	$210K	Hold	6,400	–	–	0.08%	141
2021 Q1	$203K	Buy	+6,400	New	+$208K	0.09%	131

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

Whalerock Point Partners's SCHE Position: Q2 2026 in Review

Whalerock Point Partners held its Schwab Emerging Markets Equity ETF (SCHE) position steady in Q2 2026 at 6,400 shares worth $232K. The position accounts for 0.04% of the portfolio, ranked #193.

Whalerock Point Partners first reported a position in SCHE in Q1 2021 and has held it in 6 quarters since. 896 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Whalerock Point Partners held 6,400 shares of Schwab Emerging Markets Equity ETF worth $232K as of Q2 2026.
Whalerock Point Partners left its Schwab Emerging Markets Equity ETF share count unchanged in Q2 2026.
Schwab Emerging Markets Equity ETF made up 0.04% of Whalerock Point Partners's portfolio in Q2 2026, its #193 holding.
Whalerock Point Partners first reported a position in Schwab Emerging Markets Equity ETF in Q1 2021 and has held it in 6 quarters since.
896 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Whalerock Point Partners's 13F filing for Q2 2026, filed 13 Aug 2026.