JF
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Joule Financial’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Joule Financial’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 		$5.75M Buy
158,537
+1,342
+0.9% +$47.9K 1.56% 11
2026
Q1 		$5.18M Buy
157,195
+830
+0.5% +$28.3K 1.51% 10
2025
Q4 		$5.12M Sell
156,365
-6,535
-4% -$218K 1.53% 12
2025
Q3 		$5.44M Sell
162,900
-3,882
-2% -$122K 1.63% 10
2025
Q2 		$5.03M Buy
166,782
+2,065
+1% +$58.5K 1.63% 11
2025
Q1 		$4.54M Buy
164,717
+8,549
+5% +$234K 1.59% 10
2024
Q4 		$4.16M Buy
156,168
+4,244
+3% +$120K 1.47% 10
2024
Q3 		$4.43M Buy
151,924
+6,756
+5% +$183K 1.61% 10
2024
Q2 		$3.86M Sell
145,168
-4,848
-3% -$126K 1.57% 11
2024
Q1 		$3.79M Buy
150,016
+95,725
+176% +$2.35M 1.56% 11
2023
Q4 		$1.35M Buy
54,291
+3,331
+7% +$80.1K 0.63% 23
2023
Q3 		$1.22M Buy
50,960
+5,359
+12% +$133K 0.62% 22
2023
Q2 		$1.12M Buy
45,601
+29,846
+189% +$729K 0.58% 25
2023
Q1 		$386K Buy
15,755
+1,335
+9% +$33.1K 0.21% 57
2022
Q4 		$341K Buy
14,420
+2,037
+16% +$47.4K 0.23% 62
2022
Q3 		$277K Sell
12,383
-38,510
-76% -$952K 0.21% 70
2022
Q2 		$1.29M Buy
+50,893
New +$1.33M 1.01% 21

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 $104B AUM 28.3% 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

Joule Financial's SCHE Position: Q2 2026 in Review

Joule Financial increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 0.85% in Q2 2026, buying an estimated $47.9K and bringing the position to 158,537 shares worth $5.75M. The position accounts for 1.56% of the portfolio, ranked #11.

Joule Financial first reported a position in SCHE in Q2 2022 and has held it in 17 quarters since. 896 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Joule Financial held 158,537 shares of Schwab Emerging Markets Equity ETF worth $5.75M as of Q2 2026.
  • Joule Financial bought 1,342 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $47.9K.
  • Schwab Emerging Markets Equity ETF made up 1.56% of Joule Financial's portfolio in Q2 2026, its #11 holding.
  • Joule Financial first reported a position in Schwab Emerging Markets Equity ETF in Q2 2022 and has held it in 17 quarters since.
  • 896 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Joule Financial's 13F filing for Q2 2026, filed 15 Jul 2026.