Capital Planning
SCHE icon

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

Capital Planning’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
Q3 		– Sell
-8,939
Closed -$324K – 90
2026
Q2 		$324K Sell
8,939
-8,691
-49% -$310K 0.09% 70
2026
Q1 		$581K Buy
17,630
+6,220
+55% +$212K 0.19% 48
2025
Q4 		$382K Sell
11,410
-9,548
-46% -$318K 0.11% 67
2025
Q3 		$699K Buy
20,958
+620
+3% +$19.5K 0.2% 44
2025
Q2 		$613K Buy
20,338
+1,783
+10% +$50.5K 0.19% 44
2025
Q1 		$512K Buy
+18,555
New +$508K 0.14% 59
2024
Q4 		– Sell
-21,257
Closed -$620K – 98
2024
Q3 		$620K Buy
21,257
+12,771
+150% +$346K 0.17% 54
2024
Q2 		$226K Sell
8,486
-8,317
-49% -$217K 0.07% 79
2024
Q1 		$424K Buy
16,803
+2,745
+20% +$67.5K 0.14% 58
2023
Q4 		$348K Buy
+14,058
New +$338K 0.12% 62
2021
Q2 		– Sell
-63,028
Closed -$2M – 69
2021
Q1 		$2M Sell
63,028
-60,814
-49% -$1.98M 0.88% 29
2020
Q4 		$3.8M Buy
+123,842
New +$3.59M 1.78% 22

Other funds holding SCHE

Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Rainey & Randall Wealth Advisors
Rainey & Randall Wealth Advisors Celebration, Florida $698M AUM 11.67% 1-Year Est. Return
BlueSky Wealth Advisors
BlueSky Wealth Advisors New Bern, North Carolina $865M AUM 9.64% 1-Year Est. Return
93 Financial Group
93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return

Capital Planning's SCHE Position: Q3 2026 in Review

Capital Planning sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2026, closing a stake of 8,939 shares — an estimated $324K sold.

Capital Planning first reported a position in SCHE in Q4 2020 and held it in 12 quarters. The position peaked at $3.8M in Q4 2020. 392 funds tracked by Wall St. Rank hold SCHE as of Q3 2026.

  • Capital Planning reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2026 after selling out during the quarter.
  • Capital Planning sold 8,939 Schwab Emerging Markets Equity ETF shares in Q3 2026, an estimated $324K.
  • Capital Planning first reported a position in Schwab Emerging Markets Equity ETF in Q4 2020 and held it in 12 quarters.
  • Capital Planning's Schwab Emerging Markets Equity ETF position peaked at $3.8M in Q4 2020.
  • 392 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2026.

Based on Capital Planning's 13F filing for Q3 2026, filed 9 Oct 2026.