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LOM Asset Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

LOM Asset 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 		$480K Sell
13,235
-1,100
-8% -$39.3K 0.12% 130
2026
Q1 		$472K Buy
14,335
+2,935
+26% +$100K 0.14% 129
2025
Q4 		$373K Buy
11,400
+3,400
+43% +$113K 0.11% 133
2025
Q3 		$267K Buy
8,000
+5,590
+232% +$176K 0.08% 140
2025
Q2 		$73K Buy
+2,410
New +$68.2K 0.02% 171

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

LOM Asset Management's SCHE Position: Q2 2026 in Review

LOM Asset Management reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 7.7% in Q2 2026, selling an estimated $39.3K and leaving 13,235 shares worth $480K. The position accounts for 0.12% of the portfolio, ranked #130.

LOM Asset Management first reported a position in SCHE in Q2 2025 and has held it in 5 quarters since. 899 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • LOM Asset Management held 13,235 shares of Schwab Emerging Markets Equity ETF worth $480K as of Q2 2026.
  • LOM Asset Management sold 1,100 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $39.3K.
  • Schwab Emerging Markets Equity ETF made up 0.12% of LOM Asset Management's portfolio in Q2 2026, its #130 holding.
  • LOM Asset Management first reported a position in Schwab Emerging Markets Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • 899 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on LOM Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.