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Guardian Financial Partners’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Guardian Financial Partners’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 		$6.35M Sell
175,255
-6,525
-4% -$233K 2.47% 15
2026
Q1 		$5.99M Sell
181,780
-2,776
-2% -$94.8K 2.53% 15
2025
Q4 		$6.04M Sell
184,556
-12,856
-7% -$429K 2.55% 16
2025
Q3 		$6.59M Sell
197,412
-3,842
-2% -$121K 2.78% 14
2025
Q2 		$6.07M Buy
201,254
+4,707
+2% +$133K 2.72% 14
2025
Q1 		$5.42M Buy
196,547
+791
+0.4% +$21.6K 2.59% 14
2024
Q4 		$5.21M Buy
195,756
+7,480
+4% +$211K 3.1% 11
2024
Q3 		$5.49M Buy
188,276
+4,590
+2% +$124K 3.44% 10
2024
Q2 		$4.88M Buy
183,686
+44
+0% +$1.15K 3.24% 11
2024
Q1 		$4.64M Sell
183,642
-311
-0.2% -$7.64K 3.18% 12
2023
Q4 		$4.56M Buy
183,953
+1,296
+0.7% +$31.2K 3.74% 8
2023
Q3 		$4.37M Buy
+182,657
New +$4.52M 4.11% 6
2023
Q2 		– Sell
-194,097
Closed -$4.76M – 30
2023
Q1 		$4.76M Sell
194,097
-11,047
-5% -$274K 4.78% 6
2022
Q4 		$4.86M Sell
205,144
-9,096
-4% -$212K 5.15% 6
2022
Q3 		$4.8M Sell
214,240
-97,556
-31% -$2.41M 5.56% 5
2022
Q2 		$7.91M Buy
311,796
+4,086
+1% +$107K 8.86% 4
2022
Q1 		$8.07M Buy
307,710
+20,542
+7% +$595K 8.31% 4
2021
Q4 		$8.51M Buy
+287,168
New +$8.77M 8.12% 4

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 $103B AUM 28.65% 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
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
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

Guardian Financial Partners's SCHE Position: Q2 2026 in Review

Guardian Financial Partners reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 3.6% in Q2 2026, selling an estimated $233K and leaving 175,255 shares worth $6.35M. The position accounts for 2.47% of the portfolio, ranked #15.

Guardian Financial Partners first reported a position in SCHE in Q4 2021 and has held it in 18 quarters since. The position peaked at $8.51M in Q4 2021. 890 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Guardian Financial Partners held 175,255 shares of Schwab Emerging Markets Equity ETF worth $6.35M as of Q2 2026.
  • Guardian Financial Partners sold 6,525 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $233K.
  • Schwab Emerging Markets Equity ETF made up 2.47% of Guardian Financial Partners's portfolio in Q2 2026, its #15 holding.
  • Guardian Financial Partners first reported a position in Schwab Emerging Markets Equity ETF in Q4 2021 and has held it in 18 quarters since.
  • Guardian Financial Partners's Schwab Emerging Markets Equity ETF position peaked at $8.51M in Q4 2021.
  • 890 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Guardian Financial Partners's 13F filing for Q2 2026, filed 15 Jul 2026.