AIM
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Aspen Investment Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Aspen Investment 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 		$785K Sell
21,652
-845
-4% -$30.2K 0.21% 108
2026
Q1 		$741K Buy
22,497
+499
+2% +$17K 0.23% 101
2025
Q4 		$720K Buy
21,998
+41
+0.2% +$1.37K 0.22% 101
2025
Q3 		$733K Sell
21,957
-500
-2% -$15.8K 0.28% 87
2025
Q2 		$677K Buy
22,457
+1
+0% +$28 0.28% 83
2025
Q1 		$619K Sell
22,456
-250
-1% -$6.84K 0.29% 85
2024
Q4 		$605K Sell
22,706
-259
-1% -$7.31K 0.28% 89
2024
Q3 		$670K Buy
22,965
+71
+0.3% +$1.92K 0.31% 82
2024
Q2 		$608K Sell
22,894
-15
-0.1% -$391 0.3% 88
2024
Q1 		$578K Sell
22,909
-763
-3% -$18.7K 0.29% 93
2023
Q4 		$587K Sell
23,672
-300
-1% -$7.21K 0.33% 84
2023
Q3 		$573K Sell
23,972
-690
-3% -$17.1K 0.35% 81
2023
Q2 		$607K Buy
24,662
+111
+0.5% +$2.71K 0.36% 78
2023
Q1 		$602K Sell
24,551
-1,312
-5% -$32.5K 0.39% 74
2022
Q4 		$612K Sell
25,863
-2,225
-8% -$51.8K 0.4% 76
2022
Q3 		$629K Sell
28,088
-380
-1% -$9.39K 0.42% 80
2022
Q2 		$723K Buy
28,468
+103
+0.4% +$2.69K 0.45% 73
2022
Q1 		$788K Sell
28,365
-77
-0.3% -$2.23K 0.41% 82
2021
Q4 		$842K Buy
28,442
+29
+0.1% +$886 0.41% 79
2021
Q3 		$866K Sell
28,413
-565
-2% -$17.7K 0.46% 75
2021
Q2 		$953K Buy
28,978
+6
+0% +$195 0.5% 74
2021
Q1 		$921K Sell
28,972
-200
-0.7% -$6.51K 0.51% 72
2020
Q4 		$894K Sell
29,172
-105
-0.4% -$3.04K 0.53% 67
2020
Q3 		$783K Hold
29,277
– – 0.52% 66
2020
Q2 		$713K Sell
29,277
-339
-1% -$7.7K 0.51% 66
2020
Q1 		$613K Sell
29,616
-3,875
-12% -$96.9K 0.53% 62
2019
Q4 		$917K Buy
33,491
+2,122
+7% +$55.9K 0.57% 63
2019
Q3 		$788K Sell
31,369
-236
-0.7% -$6K 0.53% 67
2019
Q2 		$829K Sell
31,605
-165
-0.5% -$4.27K 0.55% 64
2019
Q1 		$826K Buy
31,770
+1,781
+6% +$45.1K 0.58% 58
2018
Q4 		$706K Buy
29,989
+159
+0.5% +$3.85K 0.57% 58
2018
Q3 		$767K Sell
29,830
-27,255
-48% -$706K 0.51% 62
2018
Q2 		$1.48M Buy
57,085
+3,577
+7% +$98.3K 1.02% 23
2018
Q1 		$1.54M Buy
53,508
+8,150
+18% +$239K 1.1% 21
2017
Q4 		$1.27M Buy
45,358
+13,877
+44% +$383K 0.9% 32
2017
Q3 		$847K Buy
31,481
+726
+2% +$19.2K 0.63% 44
2017
Q2 		$764K Buy
30,755
+2,686
+10% +$66K 0.57% 47
2017
Q1 		$673K Buy
28,069
+13,828
+97% +$322K 0.5% 53
2016
Q4 		$307K Buy
14,241
+1,913
+16% +$42.8K 0.23% 101
2016
Q3 		$284K Buy
12,328
+500
+4% +$11.3K 0.23% 101
2016
Q2 		$252K Buy
11,828
+1,050
+10% +$21.6K 0.21% 106
2016
Q1 		$224K Buy
10,778
+500
+5% +$9.4K 0.21% 109
2015
Q4 		$201K Buy
+10,278
New +$215K 0.2% 116
2015
Q3 		– Sell
-11,586
Closed -$285K – 125
2015
Q2 		$285K Buy
11,586
+1,460
+14% +$37.4K 0.24% 96
2015
Q1 		$247K Buy
10,126
+120
+1% +$2.91K 0.2% 112
2014
Q4 		$239K Buy
10,006
+147
+1% +$3.67K 0.2% 109
2014
Q3 		$250K Sell
9,859
-25
-0.3% -$672 0.21% 100
2014
Q2 		$257K Buy
9,884
+900
+10% +$22.7K 0.16% 111
2014
Q1 		$219K Sell
8,984
-775
-8% -$18K 0.14% 117
2013
Q4 		$240K Buy
+9,759
New +$245K 0.16% 112

Other funds holding SCHE

R
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
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
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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return

Aspen Investment Management's SCHE Position: Q2 2026 in Review

Aspen Investment Management reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 3.8% in Q2 2026, selling an estimated $30.2K and leaving 21,652 shares worth $785K. The position accounts for 0.21% of the portfolio, ranked #108.

Aspen Investment Management first reported a position in SCHE in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.54M in Q1 2018. 313 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Aspen Investment Management held 21,652 shares of Schwab Emerging Markets Equity ETF worth $785K as of Q2 2026.
  • Aspen Investment Management sold 845 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $30.2K.
  • Schwab Emerging Markets Equity ETF made up 0.21% of Aspen Investment Management's portfolio in Q2 2026, its #108 holding.
  • Aspen Investment Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2013 and has held it in 50 quarters since.
  • Aspen Investment Management's Schwab Emerging Markets Equity ETF position peaked at $1.54M in Q1 2018.
  • 313 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Aspen Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.