LIA
SCHE icon

LifePlan Investment Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

LifePlan Investment Advisors’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 		$6.28M Sell
173,074
-3,283
-2% -$117K 2.16% 10
2026
Q1 		$5.81M Buy
176,357
+1,140
+0.7% +$38.9K 2.28% 9
2025
Q4 		$5.74M Buy
175,217
+877
+0.5% +$29.2K 2.34% 8
2025
Q3 		$5.82M Sell
174,340
-5,626
-3% -$177K 2.44% 8
2025
Q2 		$5.42M Sell
179,966
-2,506
-1% -$71K 2.69% 7
2025
Q1 		$5.03M Buy
182,472
+4,428
+2% +$121K 2.89% 4
2024
Q4 		$4.74M Sell
178,044
-4,760
-3% -$134K 2.93% 5
2024
Q3 		$5.33M Buy
182,804
+1,952
+1% +$52.8K 3.41% 4
2024
Q2 		$4.8M Buy
180,852
+5,479
+3% +$143K 3.46% 4
2024
Q1 		$4.43M Buy
175,373
+3,206
+2% +$78.8K 3.53% 5
2023
Q4 		$4.27M Buy
172,167
+5,341
+3% +$128K 3.91% 6
2023
Q3 		$3.99M Buy
166,826
+5,018
+3% +$124K 4.24% 6
2023
Q2 		$3.99M Buy
+161,808
New +$3.95M 4.45% 6

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

LifePlan Investment Advisors's SCHE Position: Q2 2026 in Review

LifePlan Investment Advisors reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 1.9% in Q2 2026, selling an estimated $117K and leaving 173,074 shares worth $6.28M. The position accounts for 2.16% of the portfolio, ranked #10.

LifePlan Investment Advisors first reported a position in SCHE in Q2 2023 and has held it in 13 quarters since. 896 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • LifePlan Investment Advisors held 173,074 shares of Schwab Emerging Markets Equity ETF worth $6.28M as of Q2 2026.
  • LifePlan Investment Advisors sold 3,283 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $117K.
  • Schwab Emerging Markets Equity ETF made up 2.16% of LifePlan Investment Advisors's portfolio in Q2 2026, its #10 holding.
  • LifePlan Investment Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q2 2023 and has held it in 13 quarters since.
  • 896 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on LifePlan Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.