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

Berger Financial Group’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 		$219K Sell
6,034
-1,461
-19% -$52.2K 0.01% 445
2026
Q1 		$247K Buy
+7,495
New +$256K 0.01% 403
2024
Q1 		– Sell
-9,574
Closed -$237K – 373
2023
Q4 		$237K Buy
+9,574
New +$230K 0.02% 273

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

Berger Financial Group's SCHE Position: Q2 2026 in Review

Berger Financial Group reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 19% in Q2 2026, selling an estimated $52.2K and leaving 6,034 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #445.

Berger Financial Group first reported a position in SCHE in Q4 2023 and has held it in 3 quarters since. The position peaked at $247K in Q1 2026. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Berger Financial Group held 6,034 shares of Schwab Emerging Markets Equity ETF worth $219K as of Q2 2026.
  • Berger Financial Group sold 1,461 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $52.2K.
  • Schwab Emerging Markets Equity ETF made up 0.01% of Berger Financial Group's portfolio in Q2 2026, its #445 holding.
  • Berger Financial Group first reported a position in Schwab Emerging Markets Equity ETF in Q4 2023 and has held it in 3 quarters since.
  • Berger Financial Group's Schwab Emerging Markets Equity ETF position peaked at $247K in Q1 2026.
  • 892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.