FinDec Wealth Services’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

FinDec Wealth Services’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	$1M	Sell	27,593 -1,424	-5%	-$50.8K	1.18%	13
2026 Q1	$956K	Hold	29,017	–	–	1.17%	15
2025 Q4	$950K	Hold	29,017	–	–	1.02%	15
2025 Q3	$968K	Sell	29,017 -678	-2%	-$21.4K	1%	15
2025 Q2	$895K	Sell	29,695 -5,545	-16%	-$157K	0.94%	15
2025 Q1	$972K	Sell	35,240 -9,309	-21%	-$255K	0.96%	16
2024 Q4	$1.19M	Sell	44,549 -12,237	-22%	-$345K	0.82%	24
2024 Q3	$1.66M	Sell	56,786 -375	-0.7%	-$10.2K	0.96%	26
2024 Q2	$1.52M	Sell	57,161 -3,591	-6%	-$93.6K	0.96%	26
2024 Q1	$1.53M	Sell	60,752 -1,116	-2%	-$27.4K	0.96%	27
2023 Q4	$1.53M	Buy	61,868 +780	+1%	+$18.8K	1.02%	25
2023 Q3	$1.46M	Sell	61,088 -2,745	-4%	-$68K	1.06%	24
2023 Q2	$1.57M	Sell	63,833 -5,950	-9%	-$145K	1.1%	24
2023 Q1	$1.71M	Sell	69,783 -3,576	-5%	-$88.6K	1.29%	24
2022 Q4	$1.74M	Buy	+73,359	New	+$1.71M	1.43%	22

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

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

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

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

FinDec Wealth Services's SCHE Position: Q2 2026 in Review

FinDec Wealth Services reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 4.9% in Q2 2026, selling an estimated $50.8K and leaving 27,593 shares worth $1M. The position accounts for 1.18% of the portfolio, ranked #13.

FinDec Wealth Services first reported a position in SCHE in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.74M in Q4 2022. 896 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

FinDec Wealth Services held 27,593 shares of Schwab Emerging Markets Equity ETF worth $1M as of Q2 2026.
FinDec Wealth Services sold 1,424 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $50.8K.
Schwab Emerging Markets Equity ETF made up 1.18% of FinDec Wealth Services's portfolio in Q2 2026, its #13 holding.
FinDec Wealth Services first reported a position in Schwab Emerging Markets Equity ETF in Q4 2022 and has held it in 15 quarters since.
FinDec Wealth Services's Schwab Emerging Markets Equity ETF position peaked at $1.74M in Q4 2022.
896 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on FinDec Wealth Services's 13F filing for Q2 2026, filed 6 Aug 2026.