Holistic Financial Partners’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.98M | Sell |
54,589
-29,524
| -35% | -$1.05M | 1.21% | 24 |
|
|
2026
Q1 | $2.77M | Buy |
84,113
+2,574
| +3% | +$87.9K | 1.03% | 22 |
|
|
2025
Q4 | $2.67M | Buy |
81,539
+5,053
| +7% | +$168K | 0.97% | 23 |
|
|
2025
Q3 | $2.55M | Sell |
76,486
-2,627
| -3% | -$82.8K | 1.05% | 22 |
|
|
2025
Q2 | $2.38M | Sell |
79,113
-107,390
| -58% | -$3.04M | 1.04% | 23 |
|
|
2025
Q1 | $5.14M | Sell |
186,503
-34,283
| -16% | -$938K | 2.48% | 8 |
|
|
2024
Q4 | $5.88M | Sell |
220,786
-24,430
| -10% | -$690K | 2.92% | 7 |
|
|
2024
Q3 | $7.16M | Buy |
245,216
+2,648
| +1% | +$71.7K | 3.44% | 7 |
|
|
2024
Q2 | $6.44M | Sell |
242,568
-12,843
| -5% | -$335K | 3.23% | 7 |
|
|
2024
Q1 | $6.45M | Buy |
255,411
+1,528
| +0.6% | +$37.5K | 3.28% | 7 |
|
|
2023
Q4 | $6.29M | Sell |
253,883
-4,551
| -2% | -$109K | 3.79% | 7 |
|
|
2023
Q3 | $6.19M | Sell |
258,434
-17,027
| -6% | -$422K | 4.11% | 7 |
|
|
2023
Q2 | $6.78M | Sell |
275,461
-5,486
| -2% | -$134K | 4.71% | 5 |
|
|
2023
Q1 | $6.89M | Sell |
280,947
-139,125
| -33% | -$3.45M | 5.39% | 5 |
|
|
2022
Q4 | $9.94M | Buy |
420,072
+7,576
| +2% | +$176K | 8.9% | 2 |
|
|
2022
Q3 | $9.24M | Sell |
412,496
-1,446
| -0.3% | -$35.7K | 9.15% | 2 |
|
|
2022
Q2 | $10.5M | Sell |
413,942
-35,016
| -8% | -$915K | 9.91% | 2 |
|
|
2022
Q1 | $12.5M | Sell |
448,958
-61,642
| -12% | -$1.78M | 7.92% | 2 |
|
|
2021
Q4 | $15.1M | Sell |
510,600
-161,081
| -24% | -$4.92M | 8.77% | 2 |
|
|
2021
Q3 | $20.5M | Buy |
671,681
+33,791
| +5% | +$1.06M | 12.62% | 1 |
|
|
2021
Q2 | $21M | Buy |
637,890
+12,465
| +2% | +$404K | 12.52% | 1 |
|
|
2021
Q1 | $19.9M | Sell |
625,425
-36,245
| -5% | -$1.18M | 13.11% | 1 |
|
|
2020
Q4 | $20.3M | Buy |
661,670
+2,612
| +0.4% | +$75.7K | 13.99% | 1 |
|
|
2020
Q3 | $17.7M | Buy |
659,058
+14,015
| +2% | +$374K | 14.16% | 1 |
|
|
2020
Q2 | $15.7M | Buy |
645,043
+56,247
| +10% | +$1.28M | 13.56% | 1 |
|
|
2020
Q1 | $12.2M | Sell |
588,796
-47,966
| -8% | -$1.2M | 12.63% | 1 |
|
|
2019
Q4 | $17.4M | Buy |
636,762
+36,331
| +6% | +$958K | 10.42% | 2 |
|
|
2019
Q3 | $15.1M | Buy |
600,431
+175,467
| +41% | +$4.46M | 13.38% | 1 |
|
|
2019
Q2 | $11.2M | Buy |
424,964
+20,612
| +5% | +$534K | 11.11% | 1 |
|
|
2019
Q1 | $10.5M | Buy |
404,352
+40,174
| +11% | +$1.02M | 4.43% | 4 |
|
|
2018
Q4 | $8.57M | Buy |
364,178
+46,128
| +15% | +$1.12M | 8.93% | 3 |
|
|
2018
Q3 | $8.18M | Buy |
318,050
+83,996
| +36% | +$2.18M | 7.63% | 3 |
|
|
2018
Q2 | $6.06M | Buy |
234,054
+37,659
| +19% | +$1.04M | 6.94% | 6 |
|
|
2018
Q1 | $5.64M | Buy |
196,395
+39,518
| +25% | +$1.16M | 4.7% | 6 |
|
|
2017
Q4 | $4.38M | Buy |
+156,877
| New | +$4.33M | 3.6% | 8 |
|
Other funds holding SCHE
SAG
RIM
R
Holistic Financial Partners's SCHE Position: Q2 2026 in Review
Holistic Financial Partners reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 35% in Q2 2026, selling an estimated $1.05M and leaving 54,589 shares worth $1.98M. The position accounts for 1.21% of the portfolio, ranked #24.
Holistic Financial Partners first reported a position in SCHE in Q4 2017 and has held it in 35 quarters since. The position peaked at $21M in Q2 2021. 896 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.
- Holistic Financial Partners held 54,589 shares of Schwab Emerging Markets Equity ETF worth $1.98M as of Q2 2026.
- Holistic Financial Partners sold 29,524 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $1.05M.
- Schwab Emerging Markets Equity ETF made up 1.21% of Holistic Financial Partners's portfolio in Q2 2026, its #24 holding.
- Holistic Financial Partners first reported a position in Schwab Emerging Markets Equity ETF in Q4 2017 and has held it in 35 quarters since.
- Holistic Financial Partners's Schwab Emerging Markets Equity ETF position peaked at $21M in Q2 2021.
- 896 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.
Based on Holistic Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.