FFA
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Founders Financial Alliance’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Founders Financial Alliance’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 		$2.31K Hold
70
– – ﹤0.01% 708
2025
Q4 		$2.29K Hold
70
– – ﹤0.01% 577
2025
Q3 		$2.34K Hold
70
– – ﹤0.01% 683
2025
Q2 		$2.11K Hold
70
– – ﹤0.01% 517
2025
Q1 		$1.93K Hold
70
– – ﹤0.01% 588
2024
Q4 		$1.86K Hold
70
– – ﹤0.01% 553
2024
Q3 		$2.04K Buy
+70
New +$1.9K ﹤0.01% 560
2022
Q3 		– Sell
-849
Closed -$22K – 532
2022
Q2 		$22K Buy
+849
New +$22.2K 0.01% 399

Other funds holding SCHE

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
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 $1.72B AUM 13.51% 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