Avantax Planning Partners’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Avantax Planning Partners’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	$229K	Sell	6,312 -2,012	-24%	-$71.8K	0.01%	417
2026 Q1	$274K	Sell	8,324 -464	-5%	-$15.8K	0.01%	369
2025 Q4	$288K	Hold	8,788	–	–	0.01%	360
2025 Q3	$293K	Sell	8,788 -1,851	-17%	-$58.3K	0.01%	356
2025 Q2	$321K	Buy	10,639 +158	+2%	+$4.47K	0.01%	341
2025 Q1	$289K	Sell	10,481 -2,824	-21%	-$77.3K	0.01%	340
2024 Q4	$354K	Sell	13,305 -5,216	-28%	-$147K	0.01%	305
2024 Q3	$540K	Sell	18,521 -9,655	-34%	-$261K	0.02%	246
2024 Q2	$748K	Sell	28,176 -49,594	-64%	-$1.29M	0.02%	231
2024 Q1	$1.96M	Buy	+77,770	New	+$1.91M	0.06%	147
2018 Q4	–	Sell	-1,670	Closed	-$43K	–	1018
2018 Q3	$43K	Buy	+1,670	New	+$43.3K	﹤0.01%	524
2018 Q2	–	Sell	-5,916	Closed	-$170K	–	1243
2018 Q1	$170K	Buy	+5,916	New	+$173K	0.01%	321

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

Avantax Planning Partners's SCHE Position: Q2 2026 in Review

Avantax Planning Partners reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 24% in Q2 2026, selling an estimated $71.8K and leaving 6,312 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #417.

Avantax Planning Partners first reported a position in SCHE in Q1 2018 and has held it in 12 quarters since. The position peaked at $1.96M in Q1 2024. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Avantax Planning Partners held 6,312 shares of Schwab Emerging Markets Equity ETF worth $229K as of Q2 2026.
Avantax Planning Partners sold 2,012 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $71.8K.
Schwab Emerging Markets Equity ETF made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #417 holding.
Avantax Planning Partners first reported a position in Schwab Emerging Markets Equity ETF in Q1 2018 and has held it in 12 quarters since.
Avantax Planning Partners's Schwab Emerging Markets Equity ETF position peaked at $1.96M in Q1 2024.
892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.