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

Financial Management Professionals’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	$108K	Hold	2,984	–	–	0.01%	217
2026 Q1	$98.3K	Sell	2,984 -411	-12%	-$14K	0.01%	195
2025 Q4	$111K	Buy	3,395 +3	+0.1%	+$100	0.01%	193
2025 Q3	$113K	Sell	3,392 -1,143	-25%	-$36K	0.01%	194
2025 Q2	$137K	Buy	4,535 +3,862	+574%	+$109K	0.02%	172
2025 Q1	$18.6K	Buy	673 +335	+99%	+$9.17K	﹤0.01%	438
2024 Q4	$9.01K	Sell	338 -37	-10%	-$1.04K	﹤0.01%	526
2024 Q3	$11K	Sell	375 -140	-27%	-$3.79K	﹤0.01%	515
2024 Q2	$14K	Hold	515	–	–	﹤0.01%	443
2024 Q1	$13K	Buy	515 +221	+75%	+$5.43K	﹤0.01%	501
2023 Q4	$7K	Buy	294 +2	+0.7%	+$48	﹤0.01%	613
2023 Q3	$7K	Hold	292	–	–	﹤0.01%	557
2023 Q2	$7K	Sell	292 -483	-62%	-$11.8K	﹤0.01%	614
2023 Q1	$19K	Buy	775 +1	+0.1%	+$25	﹤0.01%	440
2022 Q4	$18K	Buy	774 +240	+45%	+$5.59K	﹤0.01%	395
2022 Q3	$12K	Sell	534 -144,356	-100%	-$3.57M	﹤0.01%	447
2022 Q2	$3.68M	Sell	144,890 -36,395	-20%	-$951K	0.89%	26
2022 Q1	$5.03M	Sell	181,285 -26,815	-13%	-$776K	1.09%	23
2021 Q4	$6.16M	Buy	208,100 +207,959	+147,489%	+$6.35M	1.31%	21
2021 Q3	$4K	Sell	141 -315	-69%	-$9.84K	﹤0.01%	626
2021 Q2	$15K	Buy	456 +316	+226%	+$10.3K	﹤0.01%	321
2021 Q1	$4K	Buy	140 +20	+17%	+$651	﹤0.01%	509
2020 Q4	$4K	Buy	120 +9	+8%	+$261	﹤0.01%	481
2020 Q3	$3K	Hold	111	–	–	﹤0.01%	474
2020 Q2	$3K	Hold	111	–	–	﹤0.01%	463
2020 Q1	$2K	Buy	111 +44	+66%	+$1.1K	﹤0.01%	259
2019 Q4	$2K	Hold	67	–	–	﹤0.01%	283
2019 Q3	$2K	Hold	67	–	–	﹤0.01%	260
2019 Q2	$2K	Buy	67 +32	+91%	+$829	﹤0.01%	282
2019 Q1	$1K	Hold	35	–	–	﹤0.01%	270
2018 Q4	$1K	Hold	35	–	–	﹤0.01%	264
2018 Q3	$1K	Hold	35	–	–	﹤0.01%	279
2018 Q2	$1K	Buy	+35	New	+$962	﹤0.01%	270
2018 Q1	–	Sell	-1,422	Closed	-$39K	–	306
2017 Q4	$39K	Hold	1,422	–	–	0.02%	91
2017 Q3	$38K	Hold	1,422	–	–	0.02%	92
2017 Q2	$35K	Hold	1,422	–	–	0.02%	98
2017 Q1	$34K	Hold	1,422	–	–	0.02%	94
2016 Q4	$30K	Buy	1,422 +215	+18%	+$4.81K	0.02%	106
2016 Q3	$32K	Hold	1,207	–	–	0.02%	116
2016 Q2	$25K	Sell	1,207 -140	-10%	-$2.88K	0.01%	125
2016 Q1	$28K	Hold	1,347	–	–	0.01%	94
2015 Q4	$26K	Hold	1,347	–	–	0.01%	100
2015 Q3	$27K	Buy	1,347 +140	+12%	+$3.06K	0.02%	111
2015 Q2	$29K	Hold	1,207	–	–	0.01%	110
2015 Q1	$29K	Hold	1,207	–	–	0.01%	110
2014 Q4	$29K	Hold	1,207	–	–	0.02%	126
2014 Q3	$30K	Hold	1,207	–	–	0.02%	112
2014 Q2	$31K	Hold	1,207	–	–	0.02%	109
2014 Q1	$29K	Hold	1,207	–	–	0.02%	110
2013 Q4	$30K	Hold	1,207	–	–	0.02%	109
2013 Q3	$30K	Buy	1,207 +340	+39%	+$8.14K	0.02%	113
2013 Q2	$20K	Buy	+867	New	+$21.6K	0.01%	129

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

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

BWM

Boyd Wealth Management Sacramento, California $264M AUM 18.15% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Financial Management Professionals's SCHE Position: Q2 2026 in Review

Financial Management Professionals held its Schwab Emerging Markets Equity ETF (SCHE) position steady in Q2 2026 at 2,984 shares worth $108K. The position accounts for 0.01% of the portfolio, ranked #217.

Financial Management Professionals first reported a position in SCHE in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.16M in Q4 2021. 213 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Financial Management Professionals held 2,984 shares of Schwab Emerging Markets Equity ETF worth $108K as of Q2 2026.
Financial Management Professionals left its Schwab Emerging Markets Equity ETF share count unchanged in Q2 2026.
Schwab Emerging Markets Equity ETF made up 0.01% of Financial Management Professionals's portfolio in Q2 2026, its #217 holding.
Financial Management Professionals first reported a position in Schwab Emerging Markets Equity ETF in Q2 2013 and has held it in 52 quarters since.
Financial Management Professionals's Schwab Emerging Markets Equity ETF position peaked at $6.16M in Q4 2021.
213 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.