Cornerstone Planning Group’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Cornerstone Planning 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 Q3	–	Sell	-299	Closed	-$10.8K	–	1393
2026 Q2	$10.8K	Hold	299	–	–	﹤0.01%	870
2026 Q1	$10.8K	Sell	299 -86	-22%	-$2.94K	﹤0.01%	866
2025 Q4	$13.6K	Buy	+385	New	+$12.8K	﹤0.01%	708
2024 Q3	–	Sell	-240	Closed	-$6.09K	–	1355
2024 Q2	$6.09K	Buy	240 +87	+57%	+$2.27K	﹤0.01%	531
2024 Q1	$4.03K	Buy	+153	New	+$3.76K	﹤0.01%	551

Other funds holding SCHE

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

Towercrest Capital Management Newtown, Pennsylvania $700M AUM 8.37% 1-Year Est. Return

Cornerstone Planning Group's SCHE Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2026, closing a stake of 299 shares — an estimated $10.8K sold.

Cornerstone Planning Group first reported a position in SCHE in Q1 2024 and held it in 5 quarters. The position peaked at $13.6K in Q4 2025. 293 funds tracked by Wall St. Rank hold SCHE as of Q3 2026.

Cornerstone Planning Group reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 299 Schwab Emerging Markets Equity ETF shares in Q3 2026, an estimated $10.8K.
Cornerstone Planning Group first reported a position in Schwab Emerging Markets Equity ETF in Q1 2024 and held it in 5 quarters.
Cornerstone Planning Group's Schwab Emerging Markets Equity ETF position peaked at $13.6K in Q4 2025.
293 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.