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IFP Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

IFP Advisors’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 		$1.65M Buy
45,469
+9,055
+25% +$323K 0.03% 549
2026
Q1 		$1.2M Buy
36,414
+606
+2% +$20.7K 0.02% 613
2025
Q4 		$1.17M Buy
35,808
+6,307
+21% +$210K 0.03% 588
2025
Q3 		$984K Buy
29,501
+3,933
+15% +$124K 0.03% 607
2025
Q2 		$771K Buy
25,568
+2,842
+13% +$80.5K 0.02% 667
2025
Q1 		$627K Buy
22,726
+2,011
+10% +$55K 0.02% 704
2024
Q4 		$552K Sell
20,715
-445
-2% -$12.6K 0.02% 699
2024
Q3 		$617K Buy
21,160
+9,234
+77% +$250K 0.02% 613
2024
Q2 		$317K Buy
11,926
+1,764
+17% +$46K 0.01% 818
2024
Q1 		$257K Sell
10,162
-6,707
-40% -$165K 0.01% 872
2023
Q4 		$418K Sell
16,869
-39,498
-70% -$950K 0.02% 641
2023
Q3 		$1.35M Buy
56,367
+4,695
+9% +$116K 0.06% 318
2023
Q2 		$1.27M Sell
51,672
-80,155
-61% -$1.96M 0.05% 361
2023
Q1 		$3.61M Buy
131,827
+83,128
+171% +$2.06M 0.16% 126
2022
Q4 		$1.35M Sell
48,699
-4,080
-8% -$95K 0.04% 503
2022
Q3 		$1.47M Buy
52,779
+17,440
+49% +$431K 0.04% 503
2022
Q2 		$992K Hold
35,339
– – 0.03% 586
2022
Q1 		$992K Buy
35,339
+7,051
+25% +$204K 0.03% 586
2021
Q4 		$860K Sell
28,288
-2,437
-8% -$74.5K 0.02% 442
2021
Q3 		$959K Buy
30,725
+3,891
+15% +$122K 0.02% 413
2021
Q2 		$883K Sell
26,834
-260
-1% -$8.43K 0.02% 402
2021
Q1 		$861K Sell
27,094
-10,324
-28% -$336K 0.02% 383
2020
Q4 		$1.15M Buy
37,418
+7,583
+25% +$220K 0.05% 315
2020
Q3 		$796K Sell
29,835
-2,721
-8% -$72.7K 0.05% 333
2020
Q2 		$795K Sell
32,556
-5,448
-14% -$124K 0.06% 315
2020
Q1 		$817K Sell
38,004
-29,942
-44% -$749K 0.08% 249
2019
Q4 		$1.86M Sell
67,946
-1,595
-2% -$42K 0.14% 179
2019
Q3 		$1.74M Buy
+69,541
New +$1.77M 0.12% 200
2019
Q1 		– Sell
-122,669
Closed -$2.9M – 3246
2018
Q4 		$2.9M Sell
122,669
-32,455
-21% -$786K 0.18% 134
2018
Q3 		$3.99M Buy
155,124
+33,414
+27% +$866K 0.16% 144
2018
Q2 		$3.15M Buy
121,710
+22,288
+22% +$613K 0.13% 176
2018
Q1 		$2.78M Hold
99,422
– – 0.13% 187
2017
Q4 		$2.78M Buy
99,422
+12,062
+14% +$333K 0.13% 187
2017
Q3 		$2.35M Sell
87,360
-6,810
-7% -$180K 0.09% 235
2017
Q2 		$2.34M Buy
94,170
+11,436
+14% +$281K 0.1% 227
2017
Q1 		$1.98M Buy
82,734
+20,187
+32% +$470K 0.09% 256
2016
Q4 		$1.35M Buy
62,547
+10,000
+19% +$224K 0.07% 321
2016
Q3 		$1.21M Buy
52,547
+14,947
+40% +$338K 0.06% 318
2016
Q2 		$801K Buy
+37,600
New +$773K 0.04% 404
2016
Q1 		– Sell
-6,218
Closed -$121K – 3253
2015
Q4 		$121K Buy
+6,218
New +$130K 0.01% 1069

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

IFP Advisors's SCHE Position: Q2 2026 in Review

IFP Advisors increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 25% in Q2 2026, buying an estimated $323K and bringing the position to 45,469 shares worth $1.65M. The position accounts for 0.03% of the portfolio, ranked #549.

IFP Advisors first reported a position in SCHE in Q4 2015 and has held it in 40 quarters since. The position peaked at $3.99M in Q3 2018. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • IFP Advisors held 45,469 shares of Schwab Emerging Markets Equity ETF worth $1.65M as of Q2 2026.
  • IFP Advisors bought 9,055 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $323K.
  • Schwab Emerging Markets Equity ETF made up 0.03% of IFP Advisors's portfolio in Q2 2026, its #549 holding.
  • IFP Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2015 and has held it in 40 quarters since.
  • IFP Advisors's Schwab Emerging Markets Equity ETF position peaked at $3.99M in Q3 2018.
  • 892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.