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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
Q3 		$279K Buy
7,666
+167
+2% +$6.1K 0.02% 285
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

Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

YHB Investment Advisors's SCHE Position: Q3 2026 in Review

YHB Investment Advisors increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 2.2% in Q3 2026, buying an estimated $6.1K and bringing the position to 7,666 shares worth $279K. The position accounts for 0.02% of the portfolio, ranked #285.

YHB Investment Advisors first reported a position in SCHE in Q3 2020 and has held it in 17 quarters since. The position peaked at $2.34M in Q4 2021. 146 funds tracked by Wall St. Rank hold SCHE as of Q3 2026.

  • YHB Investment Advisors held 7,666 shares of Schwab Emerging Markets Equity ETF worth $279K as of Q3 2026.
  • YHB Investment Advisors bought 167 Schwab Emerging Markets Equity ETF shares in Q3 2026, an estimated $6.1K.
  • Schwab Emerging Markets Equity ETF made up 0.02% of YHB Investment Advisors's portfolio in Q3 2026, its #285 holding.
  • YHB Investment Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q3 2020 and has held it in 17 quarters since.
  • YHB Investment Advisors's Schwab Emerging Markets Equity ETF position peaked at $2.34M in Q4 2021.
  • 146 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2026.

Based on YHB Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.