Econ Financial Services
SCHE icon

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
Q3 		$1.78M Sell
48,915
-3,838
-7% -$140K 0.75% 53
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% -$6.4K 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% +$1.38K 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

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Fund Evaluation Group
Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Econ Financial Services's SCHE Position: Q3 2026 in Review

Econ Financial Services reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 7.3% in Q3 2026, selling an estimated $140K and leaving 48,915 shares worth $1.78M. The position accounts for 0.75% of the portfolio, ranked #53.

Econ Financial Services first reported a position in SCHE in Q4 2018 and has held it in 18 quarters since. The position peaked at $3.32M in Q2 2019. 637 funds tracked by Wall St. Rank hold SCHE as of Q3 2026.

  • Econ Financial Services held 48,915 shares of Schwab Emerging Markets Equity ETF worth $1.78M as of Q3 2026.
  • Econ Financial Services sold 3,838 Schwab Emerging Markets Equity ETF shares in Q3 2026, an estimated $140K.
  • Schwab Emerging Markets Equity ETF made up 0.75% of Econ Financial Services's portfolio in Q3 2026, its #53 holding.
  • Econ Financial Services first reported a position in Schwab Emerging Markets Equity ETF in Q4 2018 and has held it in 18 quarters since.
  • Econ Financial Services's Schwab Emerging Markets Equity ETF position peaked at $3.32M in Q2 2019.
  • 637 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2026.

Based on Econ Financial Services's 13F filing for Q3 2026, filed 19 Oct 2026.