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Financial Solutions Advisory Group’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Financial Solutions Advisory Group’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 		$1.41M Sell
38,890
-1,213
-3% -$43.3K 0.18% 58
2026
Q1 		$1.32M Buy
+40,103
New +$1.37M 0.18% 56

Other funds holding SCHE

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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return
BWM
Boyd Wealth Management Sacramento, California $264M AUM 18.15% 1-Year Est. Return

Financial Solutions Advisory Group's SCHE Position: Q2 2026 in Review

Financial Solutions Advisory Group reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 3% in Q2 2026, selling an estimated $43.3K and leaving 38,890 shares worth $1.41M. The position accounts for 0.18% of the portfolio, ranked #58.

Financial Solutions Advisory Group first reported a position in SCHE in Q1 2026 and has held it in 2 quarters since. 271 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Financial Solutions Advisory Group held 38,890 shares of Schwab Emerging Markets Equity ETF worth $1.41M as of Q2 2026.
  • Financial Solutions Advisory Group sold 1,213 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $43.3K.
  • Schwab Emerging Markets Equity ETF made up 0.18% of Financial Solutions Advisory Group's portfolio in Q2 2026, its #58 holding.
  • Financial Solutions Advisory Group first reported a position in Schwab Emerging Markets Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 271 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Financial Solutions Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.