Litman Gregory Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Litman Gregory 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
2025 Q4	$63.5K	Buy	+1,939	New	+$64.7K	﹤0.01%	218
2021 Q2	–	Sell	-1,613	Closed	-$51K	–	168
2021 Q1	$51K	Hold	1,613	–	–	0.01%	100
2020 Q4	$49K	Hold	1,613	–	–	0.01%	99
2020 Q3	$43K	Hold	1,613	–	–	0.01%	102
2020 Q2	$39K	Hold	1,613	–	–	0.01%	101
2020 Q1	$33K	Sell	1,613 -1,259	-44%	-$31.5K	0.01%	96
2019 Q4	$79K	Buy	+2,872	New	+$75.7K	0.02%	82

Other funds holding SCHE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

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

Litman Gregory Wealth Management's SCHE Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in Schwab Emerging Markets Equity ETF (SCHE) in Q4 2025: 1,939 shares worth $63.5K. The stake represents ﹤0.01% of the portfolio and ranks #218 among its holdings. This is a return to the name: Litman Gregory Wealth Management previously reported a position in SCHE as recently as Q1 2021.

Litman Gregory Wealth Management first reported a position in SCHE in Q4 2019 and has held it in 7 quarters since. The position peaked at $79K in Q4 2019. 835 funds tracked by Wall St. Rank hold SCHE as of Q4 2025.

Litman Gregory Wealth Management held 1,939 shares of Schwab Emerging Markets Equity ETF worth $63.5K as of Q4 2025.
Schwab Emerging Markets Equity ETF was a new Litman Gregory Wealth Management position in Q4 2025.
Schwab Emerging Markets Equity ETF made up ﹤0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #218 holding.
Litman Gregory Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2019 and has held it in 7 quarters since.
Litman Gregory Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $79K in Q4 2019.
835 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.