Howard Financial Services’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Howard Financial Services’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	$2.94M	Sell	81,218 -534	-0.7%	-$19.1K	0.29%	42
2026 Q1	$2.69M	Sell	81,752 -134	-0.2%	-$4.58K	0.3%	41
2025 Q4	$2.68M	Buy	81,886 +963	+1%	+$32.1K	0.31%	44
2025 Q3	$2.7M	Sell	80,923 -1,331	-2%	-$41.9K	0.33%	41
2025 Q2	$2.48M	Sell	82,254 -1,323	-2%	-$37.5K	0.33%	40
2025 Q1	$2.3M	Sell	83,577 -6,981	-8%	-$191K	0.31%	42
2024 Q4	$2.41M	Buy	90,558 +2,174	+2%	+$61.4K	0.33%	42
2024 Q3	$2.58M	Buy	88,384 +7,592	+9%	+$205K	0.37%	40
2024 Q2	$2.15M	Buy	80,792 +2,792	+4%	+$72.8K	0.35%	41
2024 Q1	$1.97M	Buy	78,000 +10,315	+15%	+$253K	0.34%	40
2023 Q4	$1.68M	Sell	67,685 -12,366	-15%	-$297K	0.32%	41
2023 Q3	$1.92M	Hold	80,051	–	–	0.44%	34
2023 Q2	$1.97M	Sell	80,051 -14,212	-15%	-$347K	0.47%	31
2023 Q1	$2.31M	Sell	94,263 -2,304	-2%	-$57.1K	0.56%	29
2022 Q4	$2.29M	Buy	96,567 +45,172	+88%	+$1.05M	0.6%	29
2022 Q3	$1.15M	Buy	51,395 +31,267	+155%	+$773K	0.37%	38
2022 Q2	$511K	Sell	20,128 -872	-4%	-$22.8K	0.17%	54
2022 Q1	$583K	Buy	21,000 +3	+0%	+$87	0.17%	50
2021 Q4	$622K	Buy	20,997 +1,055	+5%	+$32.2K	0.19%	49
2021 Q3	$608K	Hold	19,942	–	–	0.23%	46
2021 Q2	$656K	Buy	19,942 +103	+0.5%	+$3.34K	0.26%	42
2021 Q1	$630K	Sell	19,839 -310	-2%	-$10.1K	0.28%	39
2020 Q4	$618K	Sell	20,149 -10,426	-34%	-$302K	0.33%	39
2020 Q3	$818K	Sell	30,575 -6,014	-16%	-$161K	0.53%	27
2020 Q2	$891K	Sell	36,589 -68,303	-65%	-$1.55M	0.63%	25
2020 Q1	$2.17M	Sell	104,892 -22,967	-18%	-$574K	1.92%	9
2019 Q4	$3.5M	Buy	127,859 +932	+0.7%	+$24.6K	2.15%	11
2019 Q3	$3.19M	Sell	126,927 -1,919	-1%	-$48.8K	2.11%	11
2019 Q2	$3.38M	Sell	128,846 -2,535	-2%	-$65.7K	2.31%	10
2019 Q1	$3.42M	Buy	131,381 +4,904	+4%	+$124K	2.42%	10
2018 Q4	$2.98M	Buy	+126,477	New	+$3.06M	2.29%	12

Other funds holding SCHE

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

MCIA

Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Howard Financial Services's SCHE Position: Q2 2026 in Review

Howard Financial Services reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 0.65% in Q2 2026, selling an estimated $19.1K and leaving 81,218 shares worth $2.94M. The position accounts for 0.29% of the portfolio, ranked #42.

Howard Financial Services first reported a position in SCHE in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.5M in Q4 2019. 357 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Howard Financial Services held 81,218 shares of Schwab Emerging Markets Equity ETF worth $2.94M as of Q2 2026.
Howard Financial Services sold 534 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $19.1K.
Schwab Emerging Markets Equity ETF made up 0.29% of Howard Financial Services's portfolio in Q2 2026, its #42 holding.
Howard Financial Services first reported a position in Schwab Emerging Markets Equity ETF in Q4 2018 and has held it in 31 quarters since.
Howard Financial Services's Schwab Emerging Markets Equity ETF position peaked at $3.5M in Q4 2019.
357 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.