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Whipplewood Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Whipplewood Advisors’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 		$23.6K Sell
652
-9
-1% -$321 0.02% 182
2026
Q1 		$21.8K Buy
661
+10
+2% +$341 0.01% 379
2025
Q4 		$21.3K Buy
651
+169
+35% +$5.63K 0.01% 245
2025
Q3 		$16.1K Sell
482
-445
-48% -$14K 0.01% 252
2025
Q2 		$27.9K Buy
927
+865
+1,395% +$24.5K 0.02% 408
2025
Q1 		$25.6K Sell
62
-865
-93% -$23.7K 0.02% 410
2024
Q4 		$24.7K Buy
+927
New +$26.2K 0.01% 409

Other funds holding SCHE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

Whipplewood Advisors's SCHE Position: Q2 2026 in Review

Whipplewood Advisors reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 1.4% in Q2 2026, selling an estimated $321 and leaving 652 shares worth $23.6K. The position accounts for 0.02% of the portfolio, ranked #182.

Whipplewood Advisors first reported a position in SCHE in Q4 2024 and has held it in 7 quarters since. The position peaked at $27.9K in Q2 2025. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Whipplewood Advisors held 652 shares of Schwab Emerging Markets Equity ETF worth $23.6K as of Q2 2026.
  • Whipplewood Advisors sold 9 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $321.
  • Schwab Emerging Markets Equity ETF made up 0.02% of Whipplewood Advisors's portfolio in Q2 2026, its #182 holding.
  • Whipplewood Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • Whipplewood Advisors's Schwab Emerging Markets Equity ETF position peaked at $27.9K in Q2 2025.
  • 892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.