Creative Planning
SCHE icon

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

Creative 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
2019
Q4 		– Sell
-56,700
Closed -$107K – 2097
2019
Q3 		$107K Buy
+56,700
New +$1.44M ﹤0.01% 1710

Other funds holding SCHE

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SageView Advisory Group
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Creative Planning's SCHE Position: Q2 2026 in Review

Creative Planning reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 3.1% in Q2 2026, selling an estimated $24M and leaving 21,086,695 shares worth $765M. The position accounts for 0.45% of the portfolio, ranked #38.

Creative Planning first reported a position in SCHE in Q3 2013 and has held it in 52 quarters since. 899 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Creative Planning held 21,086,695 shares of Schwab Emerging Markets Equity ETF worth $765M as of Q2 2026.
  • Creative Planning sold 671,447 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $24M.
  • Schwab Emerging Markets Equity ETF made up 0.45% of Creative Planning's portfolio in Q2 2026, its #38 holding.
  • Creative Planning first reported a position in Schwab Emerging Markets Equity ETF in Q3 2013 and has held it in 52 quarters since.
  • 899 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.