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 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 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 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

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

Capital Planning's SCHE Position: Q2 2026 in Review

Capital Planning reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 49% in Q2 2026, selling an estimated $310K and leaving 8,939 shares worth $324K. The position accounts for 0.09% of the portfolio, ranked #70.

Capital Planning first reported a position in SCHE in Q4 2020 and has held it in 12 quarters since. The position peaked at $3.8M in Q4 2020. 313 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Capital Planning held 8,939 shares of Schwab Emerging Markets Equity ETF worth $324K as of Q2 2026.
Capital Planning sold 8,691 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $310K.
Schwab Emerging Markets Equity ETF made up 0.09% of Capital Planning's portfolio in Q2 2026, its #70 holding.
Capital Planning first reported a position in Schwab Emerging Markets Equity ETF in Q4 2020 and has held it in 12 quarters since.
Capital Planning's Schwab Emerging Markets Equity ETF position peaked at $3.8M in Q4 2020.
313 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Capital Planning's 13F filing for Q2 2026, filed 22 Jul 2026.