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

YHB Investment 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	$272K	Buy	7,499 +280	+4%	+$10K	0.02%	281
2026 Q1	$238K	Buy	7,219 +536	+8%	+$18.3K	0.02%	280
2025 Q4	$219K	Buy	6,683 +293	+5%	+$9.77K	0.02%	291
2025 Q3	$213K	Buy	+6,390	New	+$201K	0.02%	290
2023 Q3	–	Sell	-8,315	Closed	-$205K	–	280
2023 Q2	$205K	Hold	8,315	–	–	0.02%	274
2023 Q1	$204K	Sell	8,315 -1,817	-18%	-$45K	0.02%	281
2022 Q4	$240K	Sell	10,132 -61,015	-86%	-$1.42M	0.03%	258
2022 Q3	$1.59M	Sell	71,147 -7,856	-10%	-$194K	0.18%	117
2022 Q2	$2M	Sell	79,003 -2,732	-3%	-$71.4K	0.21%	109
2022 Q1	$2.27M	Buy	81,735 +2,789	+4%	+$80.7K	0.2%	108
2021 Q4	$2.34M	Buy	78,946 +3,635	+5%	+$111K	0.19%	116
2021 Q3	$2.29M	Buy	75,311 +5,622	+8%	+$176K	0.2%	112
2021 Q2	$2.29M	Buy	69,689 +4,489	+7%	+$146K	0.2%	116
2021 Q1	$2.1M	Buy	65,200 +7,983	+14%	+$260K	0.18%	118
2020 Q4	$1.75M	Buy	57,217 +4,323	+8%	+$125K	0.17%	122
2020 Q3	$1.42M	Buy	+52,894	New	+$1.41M	0.15%	127

Other funds holding SCHE

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

MCIA

Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

YHB Investment Advisors's SCHE Position: Q2 2026 in Review

YHB Investment Advisors increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 3.9% in Q2 2026, buying an estimated $10K and bringing the position to 7,499 shares worth $272K. The position accounts for 0.02% of the portfolio, ranked #281.

YHB Investment Advisors first reported a position in SCHE in Q3 2020 and has held it in 16 quarters since. The position peaked at $2.34M in Q4 2021. 449 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

YHB Investment Advisors held 7,499 shares of Schwab Emerging Markets Equity ETF worth $272K as of Q2 2026.
YHB Investment Advisors bought 280 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $10K.
Schwab Emerging Markets Equity ETF made up 0.02% of YHB Investment Advisors's portfolio in Q2 2026, its #281 holding.
YHB Investment Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q3 2020 and has held it in 16 quarters since.
YHB Investment Advisors's Schwab Emerging Markets Equity ETF position peaked at $2.34M in Q4 2021.
449 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.