JDM Financial Group’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

JDM Financial Group’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	$22.4K	Buy	618 +1	+0.2%	+$36	0.01%	157
2026 Q1	$20.3K	Hold	617	–	–	0.01%	144
2025 Q4	$20.2K	Buy	617 +17	+3%	+$567	0.01%	141
2025 Q3	$20K	Sell	600 -1,429	-70%	-$45K	0.01%	135
2025 Q2	$61.2K	Hold	2,029	–	–	0.03%	82
2025 Q1	$56K	Hold	2,029	–	–	0.03%	85
2024 Q4	$54K	Sell	2,029 -229	-10%	-$6.46K	0.03%	82
2024 Q3	$65.9K	Sell	2,258 -575	-20%	-$15.6K	0.04%	72
2024 Q2	$75.2K	Hold	2,833	–	–	0.05%	65
2024 Q1	$71.5K	Hold	2,833	–	–	0.05%	57
2023 Q4	$70.2K	Buy	2,833 +96	+4%	+$2.31K	0.06%	58
2023 Q3	$65.5K	Sell	2,737 -285	-9%	-$7.06K	0.06%	55
2023 Q2	$74.4K	Hold	3,022	–	–	0.06%	55
2023 Q1	$74.1K	Hold	3,022	–	–	0.07%	54
2022 Q4	$71.5K	Buy	+3,022	New	+$70.3K	0.07%	54

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

JDM Financial Group's SCHE Position: Q2 2026 in Review

JDM Financial Group increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 0.16% in Q2 2026, buying an estimated $36 and bringing the position to 618 shares worth $22.4K. The position accounts for 0.01% of the portfolio, ranked #157.

JDM Financial Group first reported a position in SCHE in Q4 2022 and has held it in 15 quarters since. The position peaked at $75.2K in Q2 2024. 896 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

JDM Financial Group held 618 shares of Schwab Emerging Markets Equity ETF worth $22.4K as of Q2 2026.
JDM Financial Group bought 1 Schwab Emerging Markets Equity ETF share in Q2 2026, an estimated $36.
Schwab Emerging Markets Equity ETF made up 0.01% of JDM Financial Group's portfolio in Q2 2026, its #157 holding.
JDM Financial Group first reported a position in Schwab Emerging Markets Equity ETF in Q4 2022 and has held it in 15 quarters since.
JDM Financial Group's Schwab Emerging Markets Equity ETF position peaked at $75.2K in Q2 2024.
896 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.