Goldstone Financial Group’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Goldstone Financial Group’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	$2.52M	Sell	69,623 -5,508	-7%	-$197K	0.23%	79
2026 Q1	$2.48M	Sell	75,131 -3,511	-4%	-$120K	0.27%	72
2025 Q4	$2.58M	Buy	78,642 +17,438	+28%	+$581K	0.29%	64
2025 Q3	$2.04M	Buy	61,204 +15,386	+34%	+$485K	0.24%	68
2025 Q2	$1.4M	Buy	45,818 +6,951	+18%	+$197K	0.18%	75
2025 Q1	$1.07M	Buy	38,867 +15,404	+66%	+$422K	0.16%	82
2024 Q4	$625K	Buy	23,463 +14,315	+156%	+$404K	0.1%	111
2024 Q3	$267K	Sell	9,148 -157	-2%	-$4.25K	0.05%	159
2024 Q2	$247K	Buy	+9,305	New	+$243K	0.05%	160

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

Goldstone Financial Group's SCHE Position: Q2 2026 in Review

Goldstone Financial Group reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 7.3% in Q2 2026, selling an estimated $197K and leaving 69,623 shares worth $2.52M. The position accounts for 0.23% of the portfolio, ranked #79.

Goldstone Financial Group first reported a position in SCHE in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.58M in Q4 2025. 899 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Goldstone Financial Group held 69,623 shares of Schwab Emerging Markets Equity ETF worth $2.52M as of Q2 2026.
Goldstone Financial Group sold 5,508 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $197K.
Schwab Emerging Markets Equity ETF made up 0.23% of Goldstone Financial Group's portfolio in Q2 2026, its #79 holding.
Goldstone Financial Group first reported a position in Schwab Emerging Markets Equity ETF in Q2 2024 and has held it in 9 quarters since.
Goldstone Financial Group's Schwab Emerging Markets Equity ETF position peaked at $2.58M in Q4 2025.
899 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.