Econ Financial Services’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Econ Financial 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	$1.91M	Buy	52,753 +1,096	+2%	+$39.1K	0.89%	48
2026 Q1	$1.7M	Buy	+51,657	New	+$1.76M	0.79%	46
2025 Q3	–	Sell	-14,644	Closed	-$441K	–	98
2025 Q2	$441K	Sell	14,644 -494	-3%	-$14K	0.23%	76
2025 Q1	$417K	Sell	15,138 -234	-2%	-$6.41K	0.22%	73
2024 Q4	$409K	Sell	15,372 -883	-5%	-$24.9K	0.23%	75
2024 Q3	$474K	Sell	16,255 -15,696	-49%	-$425K	0.27%	59
2024 Q2	$849K	Buy	31,951 +421	+1%	+$11K	0.53%	70
2024 Q1	$796K	Sell	31,530 -2,332	-7%	-$57.3K	0.49%	64
2023 Q4	$839K	Buy	33,862 +416	+1%	+$10K	0.59%	46
2023 Q3	$801K	Buy	+33,446	New	+$828K	0.58%	41
2022 Q4	–	Sell	-9,417	Closed	-$211K	–	73
2022 Q3	$211K	Sell	9,417 -89,049	-90%	-$2.2M	0.17%	71
2022 Q2	$2.5M	Buy	98,466 +53	+0.1%	+$1.39K	2.02%	15
2022 Q1	$2.73M	Buy	98,413 +31,951	+48%	+$925K	2.02%	18
2021 Q4	$187K	Buy	+66,462	New	+$2.03M	0.14%	79
2019 Q2	$3.32M	Buy	126,676 +25,961	+26%	+$672K	4.6%	6
2019 Q1	$2.62M	Sell	100,715 -1,619	-2%	-$41K	3.92%	9
2018 Q4	$2.41M	Buy	+102,334	New	+$2.48M	3.67%	7

Other funds holding SCHE

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

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

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Econ Financial Services's SCHE Position: Q2 2026 in Review

Econ Financial Services increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 2.1% in Q2 2026, buying an estimated $39.1K and bringing the position to 52,753 shares worth $1.91M. The position accounts for 0.89% of the portfolio, ranked #48.

Econ Financial Services first reported a position in SCHE in Q4 2018 and has held it in 17 quarters since. The position peaked at $3.32M in Q2 2019. 449 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Econ Financial Services held 52,753 shares of Schwab Emerging Markets Equity ETF worth $1.91M as of Q2 2026.
Econ Financial Services bought 1,096 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $39.1K.
Schwab Emerging Markets Equity ETF made up 0.89% of Econ Financial Services's portfolio in Q2 2026, its #48 holding.
Econ Financial Services first reported a position in Schwab Emerging Markets Equity ETF in Q4 2018 and has held it in 17 quarters since.
Econ Financial Services's Schwab Emerging Markets Equity ETF position peaked at $3.32M in Q2 2019.
449 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Econ Financial Services's 13F filing for Q2 2026, filed 23 Jul 2026.