Cascade Financial Partners’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Cascade Financial 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	$4.2M	Sell	115,854 -1,130	-1%	-$40.3K	0.36%	60
2026 Q1	$3.85M	Sell	116,984 -1,484	-1%	-$50.7K	0.4%	59
2025 Q4	$3.88M	Sell	118,468 -297	-0.3%	-$9.9K	0.39%	57
2025 Q3	$3.96M	Sell	118,765 -344	-0.3%	-$10.8K	0.45%	48
2025 Q2	$3.59M	Buy	119,109 +2	+0%	+$57	0.43%	48
2025 Q1	$3.28M	Sell	119,107 -5,850	-5%	-$160K	0.41%	49
2024 Q4	$3.33M	Buy	124,957 +152	+0.1%	+$4.29K	0.43%	47
2024 Q3	$3.61M	Buy	124,805 +1	+0%	+$27	0.45%	44
2024 Q2	$3.31M	Sell	124,804 -70	-0.1%	-$1.82K	0.44%	45
2024 Q1	$3.14M	Buy	+124,874	New	+$3.07M	0.45%	46

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 $104B AUM 28.3% 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

Cascade Financial Partners's SCHE Position: Q2 2026 in Review

Cascade Financial Partners reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 0.97% in Q2 2026, selling an estimated $40.3K and leaving 115,854 shares worth $4.2M. The position accounts for 0.36% of the portfolio, ranked #60.

Cascade Financial Partners first reported a position in SCHE in Q1 2024 and has held it in 10 quarters since. 899 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Cascade Financial Partners held 115,854 shares of Schwab Emerging Markets Equity ETF worth $4.2M as of Q2 2026.
Cascade Financial Partners sold 1,130 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $40.3K.
Schwab Emerging Markets Equity ETF made up 0.36% of Cascade Financial Partners's portfolio in Q2 2026, its #60 holding.
Cascade Financial Partners first reported a position in Schwab Emerging Markets Equity ETF in Q1 2024 and has held it in 10 quarters since.
899 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

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