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

Carter 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 		$232K Sell
6,410
-6
-0.1% -$214 0.12% 115
2026
Q1 		$211K Buy
6,416
+278
+5% +$9.49K 0.13% 113
2025
Q4 		$201K Sell
6,138
-562
-8% -$18.7K 0.12% 114
2025
Q3 		$224K Sell
6,700
-177
-3% -$5.58K 0.14% 105
2025
Q2 		$207K Buy
+6,877
New +$195K 0.14% 106

Other funds holding SCHE

R
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 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
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
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

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

Carter Financial Group reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 0.09% in Q2 2026, selling an estimated $214 and leaving 6,410 shares worth $232K. The position accounts for 0.12% of the portfolio, ranked #115.

Carter Financial Group first reported a position in SCHE in Q2 2025 and has held it in 5 quarters since. 449 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Carter Financial Group held 6,410 shares of Schwab Emerging Markets Equity ETF worth $232K as of Q2 2026.
  • Carter Financial Group sold 6 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $214.
  • Schwab Emerging Markets Equity ETF made up 0.12% of Carter Financial Group's portfolio in Q2 2026, its #115 holding.
  • Carter Financial Group first reported a position in Schwab Emerging Markets Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • 449 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Carter Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.