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Financial Freedom LLC’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Financial Freedom LLC’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
Q1 		$1.56K Sell
47
-232
-83% -$7.92K ﹤0.01% 403
2025
Q4 		$9.14K Buy
279
+8
+3% +$267 ﹤0.01% 274
2025
Q3 		$9.05K Hold
271
– – ﹤0.01% 286
2025
Q2 		$8.18K Hold
271
– – ﹤0.01% 287
2025
Q1 		$7.47K Hold
271
– – ﹤0.01% 298
2024
Q4 		$7.22K Buy
271
+7
+3% +$198 ﹤0.01% 297
2024
Q3 		$7.69K Buy
264
+1
+0.4% +$27 ﹤0.01% 291
2024
Q2 		$6.99K Hold
263
– – ﹤0.01% 303
2024
Q1 		$6.64K Hold
263
– – ﹤0.01% 300
2023
Q4 		$6.52K Buy
263
+9
+4% +$216 ﹤0.01% 298
2023
Q3 		$6.09K Hold
254
– – ﹤0.01% 305
2023
Q2 		$6.26K Buy
254
+1
+0.4% +$24 ﹤0.01% 308
2023
Q1 		$6.2K Buy
+253
New +$6.27K ﹤0.01% 307

Other funds holding SCHE

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
R
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Financial Freedom LLC's SCHE Position: Q1 2026 in Review

Financial Freedom LLC reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 83% in Q1 2026, selling an estimated $7.92K and leaving 47 shares worth $1.56K. The position accounts for ﹤0.01% of the portfolio, ranked #403.

Financial Freedom LLC first reported a position in SCHE in Q1 2023 and has held it in 13 quarters since. The position peaked at $9.14K in Q4 2025. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Financial Freedom LLC held 47 shares of Schwab Emerging Markets Equity ETF worth $1.56K as of Q1 2026.
  • Financial Freedom LLC sold 232 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $7.92K.
  • Schwab Emerging Markets Equity ETF made up ﹤0.01% of Financial Freedom LLC's portfolio in Q1 2026, its #403 holding.
  • Financial Freedom LLC first reported a position in Schwab Emerging Markets Equity ETF in Q1 2023 and has held it in 13 quarters since.
  • Financial Freedom LLC's Schwab Emerging Markets Equity ETF position peaked at $9.14K in Q4 2025.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.