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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

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

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 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. 121 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.
121 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.