Keeler & Nadler Financial Planning & Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Keeler & Nadler Financial Planning & Wealth Management’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	$508K	Buy	13,997 +229	+2%	+$8.18K	0.14%	54
2026 Q1	$454K	Sell	13,768 -302	-2%	-$10.3K	0.15%	56
2025 Q4	$461K	Buy	14,070 +180	+1%	+$6K	0.16%	52
2025 Q3	$464K	Sell	13,890 -666	-5%	-$21K	0.17%	49
2025 Q2	$439K	Sell	14,556 -165	-1%	-$4.67K	0.18%	49
2025 Q1	$406K	Sell	14,721 -1,924	-12%	-$52.7K	0.18%	48
2024 Q4	$443K	Sell	16,645 -360	-2%	-$10.2K	0.21%	47
2024 Q3	$496K	Sell	17,005 -5,095	-23%	-$138K	0.24%	43
2024 Q2	$587K	Sell	22,100 -2,135	-9%	-$55.6K	0.32%	39
2024 Q1	$612K	Sell	24,235 -7,413	-23%	-$182K	0.37%	37
2023 Q4	$785K	Buy	+31,648	New	+$761K	0.57%	27
2022 Q4	$867K	Buy	+36,616	New	+$852K	0.79%	26
2021 Q4	$1.18M	Buy	+39,917	New	+$1.22M	1.09%	25

Other funds holding SCHE

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

MCIA

Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Keeler & Nadler Financial Planning & Wealth Management's SCHE Position: Q2 2026 in Review

Keeler & Nadler Financial Planning & Wealth Management increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 1.7% in Q2 2026, buying an estimated $8.18K and bringing the position to 13,997 shares worth $508K. The position accounts for 0.14% of the portfolio, ranked #54.

Keeler & Nadler Financial Planning & Wealth Management first reported a position in SCHE in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.18M in Q4 2021. 603 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Keeler & Nadler Financial Planning & Wealth Management held 13,997 shares of Schwab Emerging Markets Equity ETF worth $508K as of Q2 2026.
Keeler & Nadler Financial Planning & Wealth Management bought 229 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $8.18K.
Schwab Emerging Markets Equity ETF made up 0.14% of Keeler & Nadler Financial Planning & Wealth Management's portfolio in Q2 2026, its #54 holding.
Keeler & Nadler Financial Planning & Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2021 and has held it in 13 quarters since.
Keeler & Nadler Financial Planning & Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $1.18M in Q4 2021.
603 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Keeler & Nadler Financial Planning & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.