Global Financial Private Client’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Global Financial Private Client’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	$1.27M	Sell	34,897 -125	-0.4%	-$4.46K	0.34%	86
2026 Q1	$1.15M	Sell	35,022 -294	-0.8%	-$10K	0.38%	79
2025 Q4	$1.16M	Sell	35,316 -355	-1%	-$11.8K	0.41%	75
2025 Q3	$1.19M	Sell	35,671 -900	-2%	-$28.4K	0.42%	75
2025 Q2	$1.1M	Buy	36,571 +2,209	+6%	+$62.5K	0.41%	71
2025 Q1	$947K	Sell	34,362 -1,081	-3%	-$29.6K	0.36%	75
2024 Q4	$944K	Sell	35,443 -236	-0.7%	-$6.66K	0.35%	80
2024 Q3	$1.04M	Sell	35,679 -137	-0.4%	-$3.71K	0.41%	67
2024 Q2	$951K	Sell	35,816 -3	-0%	-$78	0.4%	70
2024 Q1	$908K	Sell	35,819 -466	-1%	-$11.5K	0.39%	72
2023 Q4	$900K	Buy	36,285 +1,442	+4%	+$34.7K	0.42%	65
2023 Q3	$831K	Sell	34,843 -32,876	-49%	-$814K	0.43%	62
2023 Q2	$1.68M	Sell	67,719 -11,481	-14%	-$281K	0.83%	24
2023 Q1	$1.95M	Buy	79,200 +1,494	+2%	+$37K	1.01%	21
2022 Q4	$1.84M	Sell	77,706 -3,402	-4%	-$79.2K	1.03%	23
2022 Q3	$1.84M	Sell	81,108 -8,187	-9%	-$202K	1.06%	20
2022 Q2	$2.25M	Sell	89,295 -16,515	-16%	-$432K	1.27%	18
2022 Q1	$3M	Buy	105,810 +1,814	+2%	+$52.5K	1.45%	16
2021 Q4	$3.08M	Buy	103,996 +1,660	+2%	+$50.7K	1.49%	17
2021 Q3	$3.12M	Buy	102,336 +5,515	+6%	+$172K	1.6%	15
2021 Q2	$3.17M	Buy	96,821 +24,982	+35%	+$810K	1.77%	14
2021 Q1	$2.3M	Sell	71,839 -2,256	-3%	-$73.5K	1.65%	16
2020 Q4	$2.27M	Buy	74,095 +1,152	+2%	+$33.4K	1.8%	16
2020 Q3	$1.97M	Buy	72,943 +7,195	+11%	+$192K	1.71%	17
2020 Q2	$1.62M	Buy	65,748 +29,180	+80%	+$663K	1.41%	17
2020 Q1	$727K	Buy	+36,568	New	+$915K	0.77%	24

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 $104B AUM 28.3% 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

Global Financial Private Client's SCHE Position: Q2 2026 in Review

Global Financial Private Client reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 0.36% in Q2 2026, selling an estimated $4.46K and leaving 34,897 shares worth $1.27M. The position accounts for 0.34% of the portfolio, ranked #86.

Global Financial Private Client first reported a position in SCHE in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.17M in Q2 2021. 898 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Global Financial Private Client held 34,897 shares of Schwab Emerging Markets Equity ETF worth $1.27M as of Q2 2026.
Global Financial Private Client sold 125 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $4.46K.
Schwab Emerging Markets Equity ETF made up 0.34% of Global Financial Private Client's portfolio in Q2 2026, its #86 holding.
Global Financial Private Client first reported a position in Schwab Emerging Markets Equity ETF in Q1 2020 and has held it in 26 quarters since.
Global Financial Private Client's Schwab Emerging Markets Equity ETF position peaked at $3.17M in Q2 2021.
898 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.