Center for Financial Planning’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Center for Financial 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
2025 Q2	–	Sell	-44	Closed	-$1.21K	–	704
2025 Q1	$1.21K	Buy	+44	New	+$1.2K	﹤0.01%	629
2023 Q3	–	Sell	-10	Closed	-$247	–	565
2023 Q2	$247	Hold	10	–	–	﹤0.01%	553
2023 Q1	$246	Hold	10	–	–	﹤0.01%	516
2022 Q4	$237	Hold	10	–	–	﹤0.01%	523
2022 Q3	$0	Hold	10	–	–	﹤0.01%	680
2022 Q2	$0	Hold	10	–	–	﹤0.01%	560
2022 Q1	$0	Buy	+10	New	+$289	﹤0.01%	569
2020 Q2	–	Sell	-39	Closed	-$1K	–	550
2020 Q1	$1K	Buy	+39	New	+$975	﹤0.01%	546

Other funds holding SCHE

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Center for Financial Planning's SCHE Position: Q2 2025 in Review

Center for Financial Planning sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2025, closing a stake of 44 shares — an estimated $1.21K sold.

Center for Financial Planning first reported a position in SCHE in Q1 2020 and held it in 8 quarters. The position peaked at $1.21K in Q1 2025. 769 funds tracked by Wall St. Rank hold SCHE as of Q2 2025.

Center for Financial Planning reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2025 after selling out during the quarter.
Center for Financial Planning sold 44 Schwab Emerging Markets Equity ETF shares in Q2 2025, an estimated $1.21K.
Center for Financial Planning first reported a position in Schwab Emerging Markets Equity ETF in Q1 2020 and held it in 8 quarters.
Center for Financial Planning's Schwab Emerging Markets Equity ETF position peaked at $1.21K in Q1 2025.
769 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2025.

Based on Center for Financial Planning's 13F filing for Q2 2025, filed 4 Aug 2025.