Facet Wealth Inc
SCHE icon

Facet Wealth Inc’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Facet Wealth Inc’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 		$776K Buy
21,299
+1,603
+8% +$58.6K 0.01% 173
2026
Q2 		$714K Buy
19,696
+5,591
+40% +$200K 0.01% 162
2026
Q1 		$465K Buy
14,105
+5,159
+58% +$176K 0.01% 184
2025
Q4 		$316K Buy
8,946
+1,526
+21% +$50.9K 0.01% 217
2025
Q3 		$248K Buy
7,420
+265
+4% +$8.35K 0.01% 191
2025
Q2 		$218K Sell
7,155
-35
-0.5% -$991 ﹤0.01% 168
2025
Q1 		$205K Sell
7,190
-1,819
-20% -$49.8K 0.01% 136
2024
Q4 		$246K Buy
9,009
+604
+7% +$17.1K 0.01% 122
2024
Q3 		$238K Buy
8,405
+178
+2% +$4.82K 0.01% 129
2024
Q2 		$217K Buy
+8,227
New +$214K 0.01% 133
2022
Q4 		– Sell
-33,788
Closed -$774K – 74
2022
Q3 		$774K Sell
33,788
-3,042
-8% -$75.2K 0.06% 40
2022
Q2 		$935K Buy
36,830
+3,248
+10% +$84.9K 0.08% 41
2022
Q1 		$933K Sell
33,582
-20
-0.1% -$579 0.08% 39
2021
Q4 		$995K Buy
33,602
+298
+0.9% +$9.1K 0.09% 42
2021
Q3 		$1.02M Sell
33,304
-36
-0.1% -$1.12K 0.12% 36
2021
Q2 		$1.1M Sell
33,340
-7,136
-18% -$231K 0.15% 33
2021
Q1 		$1.29M Sell
40,476
-522
-1% -$17K 0.23% 31
2020
Q4 		$1.26M Buy
+40,998
New +$1.19M 0.29% 31

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Creative Planning
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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
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Facet Wealth Inc's SCHE Position: Q3 2026 in Review

Facet Wealth Inc increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 8.1% in Q3 2026, buying an estimated $58.6K and bringing the position to 21,299 shares worth $776K. The position accounts for 0.01% of the portfolio, ranked #173.

Facet Wealth Inc first reported a position in SCHE in Q4 2020 and has held it in 18 quarters since. The position peaked at $1.29M in Q1 2021. 530 funds tracked by Wall St. Rank hold SCHE as of Q3 2026.

  • Facet Wealth Inc held 21,299 shares of Schwab Emerging Markets Equity ETF worth $776K as of Q3 2026.
  • Facet Wealth Inc bought 1,603 Schwab Emerging Markets Equity ETF shares in Q3 2026, an estimated $58.6K.
  • Schwab Emerging Markets Equity ETF made up 0.01% of Facet Wealth Inc's portfolio in Q3 2026, its #173 holding.
  • Facet Wealth Inc first reported a position in Schwab Emerging Markets Equity ETF in Q4 2020 and has held it in 18 quarters since.
  • Facet Wealth Inc's Schwab Emerging Markets Equity ETF position peaked at $1.29M in Q1 2021.
  • 530 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2026.

Based on Facet Wealth Inc's 13F filing for Q3 2026, filed 4 Nov 2026.