Falcon Wealth Planning
SCHE icon

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
Q3 		$765K Buy
20,998
+117
+0.6% +$4.27K 0.05% 122
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% -$9.6K 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

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 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

Falcon Wealth Planning's SCHE Position: Q3 2026 in Review

Falcon Wealth Planning increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 0.56% in Q3 2026, buying an estimated $4.27K and bringing the position to 20,998 shares worth $765K. The position accounts for 0.05% of the portfolio, ranked #122.

Falcon Wealth Planning first reported a position in SCHE in Q4 2020 and has held it in 24 quarters since. The position peaked at $929K in Q2 2021. 809 funds tracked by Wall St. Rank hold SCHE as of Q3 2026.

  • Falcon Wealth Planning held 20,998 shares of Schwab Emerging Markets Equity ETF worth $765K as of Q3 2026.
  • Falcon Wealth Planning bought 117 Schwab Emerging Markets Equity ETF shares in Q3 2026, an estimated $4.27K.
  • Schwab Emerging Markets Equity ETF made up 0.05% of Falcon Wealth Planning's portfolio in Q3 2026, its #122 holding.
  • Falcon Wealth Planning first reported a position in Schwab Emerging Markets Equity ETF in Q4 2020 and has held it in 24 quarters since.
  • Falcon Wealth Planning's Schwab Emerging Markets Equity ETF position peaked at $929K in Q2 2021.
  • 809 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2026.

Based on Falcon Wealth Planning's 13F filing for Q3 2026, filed 6 Nov 2026.