James J. Burns & Company’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

James J. Burns & Company’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	$2.1M	Sell	58,031 -126	-0.2%	-$4.5K	0.23%	52
2026 Q1	$1.92M	Sell	58,157 -1,659	-3%	-$56.6K	0.26%	52
2025 Q4	$1.96M	Buy	59,816 +577	+1%	+$19.2K	0.27%	51
2025 Q3	$1.98M	Sell	59,239 -425	-0.7%	-$13.4K	0.29%	48
2025 Q2	$1.8M	Buy	59,664 +2,039	+4%	+$57.7K	0.29%	47
2025 Q1	$1.59M	Sell	57,625 -782	-1%	-$21.4K	0.28%	49
2024 Q4	$1.56M	Buy	58,407 +869	+2%	+$24.5K	0.27%	51
2024 Q3	$1.68M	Sell	57,538 -271	-0.5%	-$7.33K	0.3%	48
2024 Q2	$1.53M	Buy	57,809 +14,539	+34%	+$379K	0.3%	49
2024 Q1	$1.1M	Sell	43,270 -21,255	-33%	-$522K	0.38%	39
2023 Q4	$1.6M	Buy	64,525 +4,317	+7%	+$104K	0.38%	40
2023 Q3	$1.44M	Sell	60,208 -21,172	-26%	-$524K	0.39%	42
2023 Q2	$2M	Sell	81,380 -21,560	-21%	-$527K	0.51%	36
2023 Q1	$2.52M	Buy	102,940 +5,796	+6%	+$144K	0.65%	35
2022 Q4	$2.3M	Buy	97,144 +6,550	+7%	+$152K	0.94%	27
2022 Q3	$2.03M	Buy	+90,594	New	+$2.24M	0.9%	28

Other funds holding SCHE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

James J. Burns & Company's SCHE Position: Q2 2026 in Review

James J. Burns & Company reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 0.22% in Q2 2026, selling an estimated $4.5K and leaving 58,031 shares worth $2.1M. The position accounts for 0.23% of the portfolio, ranked #52.

James J. Burns & Company first reported a position in SCHE in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.52M in Q1 2023. 899 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

James J. Burns & Company held 58,031 shares of Schwab Emerging Markets Equity ETF worth $2.1M as of Q2 2026.
James J. Burns & Company sold 126 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $4.5K.
Schwab Emerging Markets Equity ETF made up 0.23% of James J. Burns & Company's portfolio in Q2 2026, its #52 holding.
James J. Burns & Company first reported a position in Schwab Emerging Markets Equity ETF in Q3 2022 and has held it in 16 quarters since.
James J. Burns & Company's Schwab Emerging Markets Equity ETF position peaked at $2.52M in Q1 2023.
899 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on James J. Burns & Company's 13F filing for Q2 2026, filed 6 Aug 2026.