MWM
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MBE Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

MBE 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
2026
Q2 		$2.87M Buy
79,015
+999
+1% +$35.7K 1.01% 19
2026
Q1 		$2.57M Sell
78,016
-1,334
-2% -$45.5K 1.07% 20
2025
Q4 		$2.6M Sell
79,350
-305
-0.4% -$10.2K 1.09% 20
2025
Q3 		$2.66M Sell
79,655
-16,815
-17% -$530K 1.15% 19
2025
Q2 		$2.91M Buy
96,470
+2,485
+3% +$70.4K 1.26% 17
2025
Q1 		$2.59M Buy
93,985
+84,413
+882% +$2.31M 1.24% 18
2024
Q4 		$255K Buy
+9,572
New +$270K 0.14% 78

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

MBE Wealth Management's SCHE Position: Q2 2026 in Review

MBE Wealth Management increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 1.3% in Q2 2026, buying an estimated $35.7K and bringing the position to 79,015 shares worth $2.87M. The position accounts for 1.01% of the portfolio, ranked #19.

MBE Wealth Management first reported a position in SCHE in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.91M in Q2 2025. 898 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • MBE Wealth Management held 79,015 shares of Schwab Emerging Markets Equity ETF worth $2.87M as of Q2 2026.
  • MBE Wealth Management bought 999 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $35.7K.
  • Schwab Emerging Markets Equity ETF made up 1.01% of MBE Wealth Management's portfolio in Q2 2026, its #19 holding.
  • MBE Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • MBE Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $2.91M in Q2 2025.
  • 898 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on MBE Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.