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

LifeSteps 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	$43.1K	Buy	+1,190	New	+$42.5K	0.02%	226

Other funds holding SCHE

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

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

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

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

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

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

LifeSteps Financial's SCHE Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Schwab Emerging Markets Equity ETF (SCHE) in Q2 2026: 1,190 shares worth $43.1K. The stake represents 0.02% of the portfolio and ranks #226 among its holdings.

424 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

LifeSteps Financial held 1,190 shares of Schwab Emerging Markets Equity ETF worth $43.1K as of Q2 2026.
Schwab Emerging Markets Equity ETF was a new LifeSteps Financial position in Q2 2026.
Schwab Emerging Markets Equity ETF made up 0.02% of LifeSteps Financial's portfolio in Q2 2026, its #226 holding.
424 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.