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Freedom Investment Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Freedom Investment 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 		$210K Sell
5,797
-1,868
-24% -$66.7K 0.06% 102
2026
Q1 		$253K Buy
7,665
+853
+13% +$29.1K 0.08% 91
2025
Q4 		$223K Buy
+6,812
New +$227K 0.06% 110
2025
Q3 		– Sell
-236,490
Closed -$7.13M – 585
2025
Q2 		$7.13M Sell
236,490
-1,773
-0.7% -$50.2K 0.57% 38
2025
Q1 		$6.57M Buy
238,263
+7,982
+3% +$218K 0.55% 37
2024
Q4 		$6.13M Buy
230,281
+439
+0.2% +$12.4K 0.51% 37
2024
Q3 		$6.71M Sell
229,842
-2,943
-1% -$79.7K 0.53% 35
2024
Q2 		$6.18M Buy
232,785
+23,298
+11% +$607K 0.51% 37
2024
Q1 		$5.29M Sell
209,487
-7,314
-3% -$180K 0.42% 44
2023
Q4 		$5.37M Buy
216,801
+31,836
+17% +$766K 0.44% 42
2023
Q3 		$4.43M Buy
184,965
+11,381
+7% +$282K 0.54% 30
2023
Q2 		$4.28M Buy
173,584
+148,982
+606% +$3.64M 0.48% 34
2023
Q1 		$603K Buy
+24,602
New +$610K 0.07% 349

Other funds holding SCHE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SageView Advisory Group
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Freedom Investment Management's SCHE Position: Q2 2026 in Review

Freedom Investment Management reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 24% in Q2 2026, selling an estimated $66.7K and leaving 5,797 shares worth $210K. The position accounts for 0.06% of the portfolio, ranked #102.

Freedom Investment Management first reported a position in SCHE in Q1 2023 and has held it in 13 quarters since. The position peaked at $7.13M in Q2 2025. 899 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Freedom Investment Management held 5,797 shares of Schwab Emerging Markets Equity ETF worth $210K as of Q2 2026.
  • Freedom Investment Management sold 1,868 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $66.7K.
  • Schwab Emerging Markets Equity ETF made up 0.06% of Freedom Investment Management's portfolio in Q2 2026, its #102 holding.
  • Freedom Investment Management first reported a position in Schwab Emerging Markets Equity ETF in Q1 2023 and has held it in 13 quarters since.
  • Freedom Investment Management's Schwab Emerging Markets Equity ETF position peaked at $7.13M in Q2 2025.
  • 899 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Freedom Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.