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Align Financial’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Align Financial’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 		$44.8K Hold
1,235
– – 0.02% 167
2026
Q1 		$40.7K Sell
1,235
-39,208
-97% -$1.34M 0.02% 167
2025
Q4 		$40.4K Buy
+40,443
New +$1.35M 0.02% 173

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 $103B AUM 28.65% 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

Align Financial's SCHE Position: Q2 2026 in Review

Align Financial held its Schwab Emerging Markets Equity ETF (SCHE) position steady in Q2 2026 at 1,235 shares worth $44.8K. The position accounts for 0.02% of the portfolio, ranked #167.

Align Financial first reported a position in SCHE in Q4 2025 and has held it in 3 quarters since. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Align Financial held 1,235 shares of Schwab Emerging Markets Equity ETF worth $44.8K as of Q2 2026.
  • Align Financial left its Schwab Emerging Markets Equity ETF share count unchanged in Q2 2026.
  • Schwab Emerging Markets Equity ETF made up 0.02% of Align Financial's portfolio in Q2 2026, its #167 holding.
  • Align Financial first reported a position in Schwab Emerging Markets Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Align Financial's 13F filing for Q2 2026, filed 27 Jul 2026.