DBK Financial Counsel’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

DBK Financial Counsel’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	$263K	Hold	7,249	–	–	0.22%	55
2026 Q1	$239K	Hold	7,249	–	–	0.18%	57
2025 Q4	$237K	Hold	7,249	–	–	0.18%	56
2025 Q3	$242K	Sell	7,249 -991	-12%	-$31.2K	0.2%	53
2025 Q2	$248K	Hold	8,240	–	–	0.22%	51
2025 Q1	$227K	Sell	8,240 -13,500	-62%	-$370K	0.23%	48
2024 Q4	$579K	Hold	21,740	–	–	0.58%	35
2024 Q3	$634K	Hold	21,740	–	–	0.64%	36
2024 Q2	$577K	Hold	21,740	–	–	0.63%	35
2024 Q1	$549K	Hold	21,740	–	–	0.58%	34
2023 Q4	$539K	Hold	21,740	–	–	0.62%	33
2023 Q3	$520K	Hold	21,740	–	–	0.68%	31
2023 Q2	$535K	Hold	21,740	–	–	0.72%	27
2023 Q1	$533K	Hold	21,740	–	–	0.74%	27
2022 Q4	$515K	Hold	21,740	–	–	0.82%	28
2022 Q3	$487K	Hold	21,740	–	–	0.84%	26
2022 Q2	$552K	Hold	21,740	–	–	0.9%	26
2022 Q1	$604K	Hold	21,740	–	–	0.89%	24
2021 Q4	$644K	Buy	+21,740	New	+$664K	0.92%	23

Other funds holding SCHE

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

MCIA

Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return

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

DBK Financial Counsel's SCHE Position: Q2 2026 in Review

DBK Financial Counsel held its Schwab Emerging Markets Equity ETF (SCHE) position steady in Q2 2026 at 7,249 shares worth $263K. The position accounts for 0.22% of the portfolio, ranked #55.

DBK Financial Counsel first reported a position in SCHE in Q4 2021 and has held it in 19 quarters since. The position peaked at $644K in Q4 2021. 609 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

DBK Financial Counsel held 7,249 shares of Schwab Emerging Markets Equity ETF worth $263K as of Q2 2026.
DBK Financial Counsel left its Schwab Emerging Markets Equity ETF share count unchanged in Q2 2026.
Schwab Emerging Markets Equity ETF made up 0.22% of DBK Financial Counsel's portfolio in Q2 2026, its #55 holding.
DBK Financial Counsel first reported a position in Schwab Emerging Markets Equity ETF in Q4 2021 and has held it in 19 quarters since.
DBK Financial Counsel's Schwab Emerging Markets Equity ETF position peaked at $644K in Q4 2021.
609 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on DBK Financial Counsel's 13F filing for Q2 2026, filed 21 Jul 2026.