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BFC Planning, Inc.’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

BFC Planning, Inc.’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
Q3 		$74.2K Sell
2,036
-71
-3% -$2.59K ﹤0.01% 1366
2026
Q2 		$76.4K Buy
2,107
+1,777
+538% +$63.4K ﹤0.01% 1346
2026
Q1 		$10.9K Hold
330
– – ﹤0.01% 2002
2025
Q4 		$10.8K Buy
330
+278
+535% +$9.27K ﹤0.01% 2040
2025
Q3 		$1.74K Hold
52
– – ﹤0.01% 2516
2025
Q2 		$1.57K Sell
52
-5
-9% -$142 ﹤0.01% 2359
2025
Q1 		$1.57K Buy
57
+5
+10% +$137 ﹤0.01% 2351
2024
Q4 		$1.38K Hold
52
– – ﹤0.01% 2355
2024
Q3 		$1.52K Buy
+52
New +$1.41K ﹤0.01% 2334

Other funds holding SCHE

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Fund Evaluation Group
Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

BFC Planning, Inc.'s SCHE Position: Q3 2026 in Review

BFC Planning, Inc. reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 3.4% in Q3 2026, selling an estimated $2.59K and leaving 2,036 shares worth $74.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1366.

BFC Planning, Inc. first reported a position in SCHE in Q3 2024 and has held it in 9 quarters since. The position peaked at $76.4K in Q2 2026. 809 funds tracked by Wall St. Rank hold SCHE as of Q3 2026.

  • BFC Planning, Inc. held 2,036 shares of Schwab Emerging Markets Equity ETF worth $74.2K as of Q3 2026.
  • BFC Planning, Inc. sold 71 Schwab Emerging Markets Equity ETF shares in Q3 2026, an estimated $2.59K.
  • Schwab Emerging Markets Equity ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #1366 holding.
  • BFC Planning, Inc. first reported a position in Schwab Emerging Markets Equity ETF in Q3 2024 and has held it in 9 quarters since.
  • BFC Planning, Inc.'s Schwab Emerging Markets Equity ETF position peaked at $76.4K in Q2 2026.
  • 809 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.