Asset Allocation Strategies’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Asset Allocation Strategies’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	$4.4M	Buy	121,251 +1,452	+1%	+$51.8K	0.68%	34
2026 Q1	$3.95M	Buy	119,799 +1,907	+2%	+$65.1K	0.7%	34
2025 Q4	$3.86M	Buy	117,892 +7,552	+7%	+$252K	0.71%	38
2025 Q3	$3.68M	Buy	110,340 +10,485	+11%	+$330K	0.73%	39
2025 Q2	$3.01M	Buy	99,855 +7,171	+8%	+$203K	0.67%	39
2025 Q1	$2.56M	Buy	92,684 +7,770	+9%	+$213K	0.64%	38
2024 Q4	$2.34M	Buy	84,914 +41,572	+96%	+$1.17M	0.56%	41
2024 Q3	$1.26M	Buy	+43,342	New	+$1.17M	0.36%	58

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 $104B AUM 28.3% 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

Asset Allocation Strategies's SCHE Position: Q2 2026 in Review

Asset Allocation Strategies increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 1.2% in Q2 2026, buying an estimated $51.8K and bringing the position to 121,251 shares worth $4.4M. The position accounts for 0.68% of the portfolio, ranked #34.

Asset Allocation Strategies first reported a position in SCHE in Q3 2024 and has held it in 8 quarters since. 896 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Asset Allocation Strategies held 121,251 shares of Schwab Emerging Markets Equity ETF worth $4.4M as of Q2 2026.
Asset Allocation Strategies bought 1,452 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $51.8K.
Schwab Emerging Markets Equity ETF made up 0.68% of Asset Allocation Strategies's portfolio in Q2 2026, its #34 holding.
Asset Allocation Strategies first reported a position in Schwab Emerging Markets Equity ETF in Q3 2024 and has held it in 8 quarters since.
896 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Asset Allocation Strategies's 13F filing for Q2 2026, filed 17 Aug 2026.