Abound Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Abound Wealth Management’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	$540K	Buy	14,889 +19	+0.1%	+$678	0.11%	53
2026 Q1	$490K	Buy	14,870 +319	+2%	+$10.9K	0.11%	51
2025 Q4	$477K	Buy	14,551 +172	+1%	+$5.74K	0.11%	50
2025 Q3	$480K	Sell	14,379 -2,302	-14%	-$72.5K	0.12%	47
2025 Q2	$503K	Sell	16,681 -1,646	-9%	-$46.6K	0.14%	44
2025 Q1	$505K	Sell	18,327 -689	-4%	-$18.9K	0.17%	39
2024 Q4	$506K	Sell	19,016 -1,054	-5%	-$29.8K	0.16%	39
2024 Q3	$586K	Buy	20,070 +525	+3%	+$14.2K	0.19%	37
2024 Q2	$519K	Sell	19,545 -336	-2%	-$8.76K	0.19%	37
2024 Q1	$502K	Sell	19,881 -5,221	-21%	-$128K	0.19%	35
2023 Q4	$622K	Buy	25,102 +5,574	+29%	+$134K	0.25%	32
2023 Q3	$468K	Buy	19,528 +751	+4%	+$18.6K	0.2%	34
2023 Q2	$462K	Buy	18,777 +1,532	+9%	+$37.4K	0.19%	36
2023 Q1	$423K	Buy	17,245 +196	+1%	+$4.86K	0.19%	34
2022 Q4	$404K	Buy	17,049 +7,243	+74%	+$169K	0.2%	34
2022 Q3	$220K	Sell	9,806 -7,102	-42%	-$176K	0.12%	40
2022 Q2	$429K	Buy	16,908 +8,823	+109%	+$231K	0.24%	33
2022 Q1	$225K	Buy	8,085 +3,792	+88%	+$110K	0.16%	37
2021 Q4	$127K	Buy	+4,293	New	+$131K	0.1%	45

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 $103B AUM 28.65% 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

Abound Wealth Management's SCHE Position: Q2 2026 in Review

Abound Wealth Management increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 0.13% in Q2 2026, buying an estimated $678 and bringing the position to 14,889 shares worth $540K. The position accounts for 0.11% of the portfolio, ranked #53.

Abound Wealth Management first reported a position in SCHE in Q4 2021 and has held it in 19 quarters since. The position peaked at $622K in Q4 2023. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Abound Wealth Management held 14,889 shares of Schwab Emerging Markets Equity ETF worth $540K as of Q2 2026.
Abound Wealth Management bought 19 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $678.
Schwab Emerging Markets Equity ETF made up 0.11% of Abound Wealth Management's portfolio in Q2 2026, its #53 holding.
Abound Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2021 and has held it in 19 quarters since.
Abound Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $622K in Q4 2023.
892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.