Falcon Wealth Planning’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Falcon Wealth 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	$757K	Sell	20,881 -615	-3%	-$22K	0.05%	118
2026 Q1	$708K	Buy	21,496 +1,599	+8%	+$54.6K	0.05%	109
2025 Q4	$652K	Sell	19,897 -252	-1%	-$8.4K	0.05%	107
2025 Q3	$672K	Hold	20,149	–	–	0.06%	95
2025 Q2	$607K	Sell	20,149 -126	-0.6%	-$3.57K	0.06%	92
2025 Q1	$559K	Sell	20,275 -300	-1%	-$8.21K	0.06%	92
2024 Q4	$548K	Hold	20,575	–	–	0.06%	90
2024 Q3	$600K	Sell	20,575 -1,427	-6%	-$38.6K	0.07%	78
2024 Q2	$584K	Sell	22,002 -1,881	-8%	-$49K	0.08%	72
2024 Q1	$603K	Sell	23,883 -1,934	-7%	-$47.5K	0.1%	71
2023 Q4	$640K	Hold	25,817	–	–	0.11%	64
2023 Q3	$618K	Sell	25,817 -333	-1%	-$8.25K	0.13%	51
2023 Q2	$644K	Sell	26,150 -1	-0%	-$24	0.14%	50
2023 Q1	$641K	Sell	26,151 -182	-0.7%	-$4.51K	0.16%	45
2022 Q4	$623K	Sell	26,333 -682	-3%	-$15.9K	0.18%	44
2022 Q3	$605K	Sell	27,015 -2,019	-7%	-$49.9K	0.2%	38
2022 Q2	$737K	Buy	29,034 +1,148	+4%	+$30K	0.25%	41
2022 Q1	$774K	Sell	27,886 -332	-1%	-$9.61K	0.24%	33
2021 Q4	$836K	Sell	28,218 -1	-0%	-$31	0.27%	32
2021 Q3	$860K	Sell	28,219 -40	-0.1%	-$1.25K	0.33%	28
2021 Q2	$929K	Buy	28,259 +1	+0%	+$32	0.4%	25
2021 Q1	$898K	Sell	28,258 -1,277	-4%	-$41.6K	0.44%	24
2020 Q4	$905K	Buy	+29,535	New	+$856K	0.51%	24

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

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

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SWRP

Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return

Falcon Wealth Planning's SCHE Position: Q2 2026 in Review

Falcon Wealth Planning reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 2.9% in Q2 2026, selling an estimated $22K and leaving 20,881 shares worth $757K. The position accounts for 0.05% of the portfolio, ranked #118.

Falcon Wealth Planning first reported a position in SCHE in Q4 2020 and has held it in 23 quarters since. The position peaked at $929K in Q2 2021. 319 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Falcon Wealth Planning held 20,881 shares of Schwab Emerging Markets Equity ETF worth $757K as of Q2 2026.
Falcon Wealth Planning sold 615 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $22K.
Schwab Emerging Markets Equity ETF made up 0.05% of Falcon Wealth Planning's portfolio in Q2 2026, its #118 holding.
Falcon Wealth Planning first reported a position in Schwab Emerging Markets Equity ETF in Q4 2020 and has held it in 23 quarters since.
Falcon Wealth Planning's Schwab Emerging Markets Equity ETF position peaked at $929K in Q2 2021.
319 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.