Financial Gravity Asset Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Financial Gravity Asset Management’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	–	Sell	-25	Closed	-$819	–	970
2025 Q4	$819	Hold	25	–	–	﹤0.01%	634
2025 Q3	$834	Buy	+25	New	+$788	﹤0.01%	816
2025 Q1	$2.1K	Buy	+76	New	+$2.08K	﹤0.01%	810
2024 Q2	–	Hold	0	–	–	–	310
2024 Q1	–	Hold	0	–	–	–	1130
2023 Q4	–	Hold	0	–	–	–	1275
2019 Q4	$41K	Sell	1,503 -463	-24%	-$12.2K	0.03%	735
2019 Q3	$49K	Sell	1,966 -1,563	-44%	-$39.8K	0.04%	295
2019 Q2	$93K	Buy	3,529 +2,050	+139%	+$53.1K	0.08%	238
2019 Q1	$39K	Buy	+1,479	New	+$37.5K	0.03%	365

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 $104B AUM 28.3% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 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

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

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

Financial Gravity Asset Management's SCHE Position: Q1 2026 in Review

Financial Gravity Asset Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2026, closing a stake of 25 shares — an estimated $819 sold.

Financial Gravity Asset Management first reported a position in SCHE in Q1 2019 and held it in 7 quarters. The position peaked at $93K in Q2 2019. 868 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

Financial Gravity Asset Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2026 after selling out during the quarter.
Financial Gravity Asset Management sold 25 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $819.
Financial Gravity Asset Management first reported a position in Schwab Emerging Markets Equity ETF in Q1 2019 and held it in 7 quarters.
Financial Gravity Asset Management's Schwab Emerging Markets Equity ETF position peaked at $93K in Q2 2019.
868 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.