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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
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

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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 $10B AUM 15.14% 1-Year Est. Return

FinDec Wealth Services's SCHE Position: Q1 2026 in Review

FinDec Wealth Services held its Schwab Emerging Markets Equity ETF (SCHE) position steady in Q1 2026 at 29,017 shares worth $956K. The position accounts for 1.17% of the portfolio, ranked #15.

FinDec Wealth Services first reported a position in SCHE in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.74M in Q4 2022. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • FinDec Wealth Services held 29,017 shares of Schwab Emerging Markets Equity ETF worth $956K as of Q1 2026.
  • FinDec Wealth Services left its Schwab Emerging Markets Equity ETF share count unchanged in Q1 2026.
  • Schwab Emerging Markets Equity ETF made up 1.17% of FinDec Wealth Services's portfolio in Q1 2026, its #15 holding.
  • FinDec Wealth Services first reported a position in Schwab Emerging Markets Equity ETF in Q4 2022 and has held it in 14 quarters since.
  • FinDec Wealth Services's Schwab Emerging Markets Equity ETF position peaked at $1.74M in Q4 2022.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on FinDec Wealth Services's 13F filing for Q1 2026, filed 5 May 2026.