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

Meramec Financial Planners’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 		$1.72M Sell
48,148
-1,720
-3% -$61.4K 0.63% 32
2026
Q1 		$1.78M Sell
49,868
-6,751
-12% -$230K 0.71% 30
2025
Q4 		$1.98M Buy
+56,619
New +$1.89M 0.77% 29

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 $103B AUM 28.65% 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

Meramec Financial Planners's SCHE Position: Q2 2026 in Review

Meramec Financial Planners reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 3.4% in Q2 2026, selling an estimated $61.4K and leaving 48,148 shares worth $1.72M. The position accounts for 0.63% of the portfolio, ranked #32.

Meramec Financial Planners first reported a position in SCHE in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.98M in Q4 2025. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Meramec Financial Planners held 48,148 shares of Schwab Emerging Markets Equity ETF worth $1.72M as of Q2 2026.
  • Meramec Financial Planners sold 1,720 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $61.4K.
  • Schwab Emerging Markets Equity ETF made up 0.63% of Meramec Financial Planners's portfolio in Q2 2026, its #32 holding.
  • Meramec Financial Planners first reported a position in Schwab Emerging Markets Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • Meramec Financial Planners's Schwab Emerging Markets Equity ETF position peaked at $1.98M in Q4 2025.
  • 892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Meramec Financial Planners's 13F filing for Q2 2026, filed 29 Jul 2026.