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

Forum Financial 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 Q2	$276K	Buy	+7,603	New	+$271K	﹤0.01%	283

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 $103B AUM 28.65% 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

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

Forum Financial Management opened a new position in Schwab Emerging Markets Equity ETF (SCHE) in Q2 2026: 7,603 shares worth $276K. The stake represents ﹤0.01% of the portfolio and ranks #283 among its holdings.

892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Forum Financial Management held 7,603 shares of Schwab Emerging Markets Equity ETF worth $276K as of Q2 2026.
Schwab Emerging Markets Equity ETF was a new Forum Financial Management position in Q2 2026.
Schwab Emerging Markets Equity ETF made up ﹤0.01% of Forum Financial Management's portfolio in Q2 2026, its #283 holding.
892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.