LKBC
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L.K. Benson & Company’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

L.K. Benson & 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 		$1.27M Buy
35,049
+210
+0.6% +$7.5K 0.38% 38
2026
Q1 		$1.15M Hold
34,839
– – 0.38% 38
2025
Q4 		$1.14M Buy
34,839
+665
+2% +$22.2K 0.57% 40
2025
Q3 		$1.14M Sell
34,174
-266
-0.8% -$8.38K 0.61% 38
2025
Q2 		$1.04M Buy
34,440
+27
+0.1% +$764 0.64% 37
2025
Q1 		$949K Sell
34,413
-269
-0.8% -$7.36K 0.66% 36
2024
Q4 		$924K Buy
+34,682
New +$979K 0.65% 36

Other funds holding SCHE

R
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
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return

L.K. Benson & Company's SCHE Position: Q2 2026 in Review

L.K. Benson & Company increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 0.6% in Q2 2026, buying an estimated $7.5K and bringing the position to 35,049 shares worth $1.27M. The position accounts for 0.38% of the portfolio, ranked #38.

L.K. Benson & Company first reported a position in SCHE in Q4 2024 and has held it in 7 quarters since. 313 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • L.K. Benson & Company held 35,049 shares of Schwab Emerging Markets Equity ETF worth $1.27M as of Q2 2026.
  • L.K. Benson & Company bought 210 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $7.5K.
  • Schwab Emerging Markets Equity ETF made up 0.38% of L.K. Benson & Company's portfolio in Q2 2026, its #38 holding.
  • L.K. Benson & Company first reported a position in Schwab Emerging Markets Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • 313 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on L.K. Benson & Company's 13F filing for Q2 2026, filed 24 Jul 2026.