Comprehensive Money Management Services’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Comprehensive Money Management Services’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	$420K	Sell	11,588 -545	-4%	-$19.5K	0.26%	118
2026 Q1	$400K	Hold	12,133	–	–	0.26%	125
2025 Q4	$397K	Hold	12,133	–	–	0.27%	121
2025 Q3	$405K	Hold	12,133	–	–	0.29%	109
2025 Q2	$366K	Sell	12,133 -470	-4%	-$13.3K	0.28%	114
2025 Q1	$347K	Sell	12,603 -130	-1%	-$3.56K	0.28%	117
2024 Q4	$339K	Buy	+12,733	New	+$359K	0.28%	117

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

Comprehensive Money Management Services's SCHE Position: Q2 2026 in Review

Comprehensive Money Management Services reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 4.5% in Q2 2026, selling an estimated $19.5K and leaving 11,588 shares worth $420K. The position accounts for 0.26% of the portfolio, ranked #118.

Comprehensive Money Management Services first reported a position in SCHE in Q4 2024 and has held it in 7 quarters since. 899 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Comprehensive Money Management Services held 11,588 shares of Schwab Emerging Markets Equity ETF worth $420K as of Q2 2026.
Comprehensive Money Management Services sold 545 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $19.5K.
Schwab Emerging Markets Equity ETF made up 0.26% of Comprehensive Money Management Services's portfolio in Q2 2026, its #118 holding.
Comprehensive Money Management Services first reported a position in Schwab Emerging Markets Equity ETF in Q4 2024 and has held it in 7 quarters since.
899 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Comprehensive Money Management Services's 13F filing for Q2 2026, filed 17 Aug 2026.