Howard Financial Services
SCHE icon

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
Q3 		$2.93M Sell
80,412
-267
-0.3% -$9.8K 0.31% 42
2026
Q2 		$2.93M Sell
80,679
-1,073
-1% -$38.3K 0.32% 41
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

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Fund Evaluation Group
Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Howard Financial Services's SCHE Position: Q3 2026 in Review

Howard Financial Services reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 0.33% in Q3 2026, selling an estimated $9.8K and leaving 80,412 shares worth $2.93M. The position accounts for 0.31% of the portfolio, ranked #42.

Howard Financial Services first reported a position in SCHE in Q4 2018 and has held it in 32 quarters since. The position peaked at $3.5M in Q4 2019. 645 funds tracked by Wall St. Rank hold SCHE as of Q3 2026.

  • Howard Financial Services held 80,412 shares of Schwab Emerging Markets Equity ETF worth $2.93M as of Q3 2026.
  • Howard Financial Services sold 267 Schwab Emerging Markets Equity ETF shares in Q3 2026, an estimated $9.8K.
  • Schwab Emerging Markets Equity ETF made up 0.31% of Howard Financial Services's portfolio in Q3 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 32 quarters since.
  • Howard Financial Services's Schwab Emerging Markets Equity ETF position peaked at $3.5M in Q4 2019.
  • 645 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2026.

Based on Howard Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.