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

Elser Financial 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
2026 Q2	$631K	Sell	17,389 -432	-2%	-$15.4K	0.03%	65
2026 Q1	$581K	Sell	17,821 -1,553	-8%	-$53K	0.03%	68
2025 Q4	$634K	Sell	19,374 -149	-0.8%	-$4.97K	0.46%	33
2025 Q3	$657K	Sell	19,523 -8,667	-31%	-$273K	0.79%	25
2025 Q2	$850K	Sell	28,190 -730	-3%	-$20.7K	1.06%	21
2025 Q1	$797K	Sell	28,920 -499	-2%	-$13.7K	1.1%	20
2024 Q4	$783K	Sell	29,419 -1,405	-5%	-$39.7K	0.05%	44
2024 Q3	$899K	Buy	30,824 +1,722	+6%	+$46.6K	1.31%	16
2024 Q2	$773K	Buy	+29,102	New	+$759K	0.13%	39

Other funds holding SCHE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Elser Financial Planning's SCHE Position: Q2 2026 in Review

Elser Financial Planning reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 2.4% in Q2 2026, selling an estimated $15.4K and leaving 17,389 shares worth $631K. The position accounts for 0.03% of the portfolio, ranked #65.

Elser Financial Planning first reported a position in SCHE in Q2 2024 and has held it in 9 quarters since. The position peaked at $899K in Q3 2024. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Elser Financial Planning held 17,389 shares of Schwab Emerging Markets Equity ETF worth $631K as of Q2 2026.
Elser Financial Planning sold 432 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $15.4K.
Schwab Emerging Markets Equity ETF made up 0.03% of Elser Financial Planning's portfolio in Q2 2026, its #65 holding.
Elser Financial Planning first reported a position in Schwab Emerging Markets Equity ETF in Q2 2024 and has held it in 9 quarters since.
Elser Financial Planning's Schwab Emerging Markets Equity ETF position peaked at $899K in Q3 2024.
892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Elser Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.