MJT & Associates Financial Advisory’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

MJT & Associates Financial Advisory’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	$365K	Hold	10,073	–	–	0.24%	28
2026 Q1	$332K	Hold	10,073	–	–	0.24%	28
2025 Q4	$330K	Hold	10,073	–	–	0.25%	27
2025 Q3	$336K	Hold	10,073	–	–	0.27%	27
2025 Q2	$304K	Hold	10,073	–	–	0.38%	31
2025 Q1	$278K	Buy	+10,073	New	+$276K	0.27%	39

Other funds holding SCHE

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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

CST

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

HWA

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

MCIA

Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RRWA

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

BEI

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

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

TCM

TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return

MJT & Associates Financial Advisory's SCHE Position: Q2 2026 in Review

MJT & Associates Financial Advisory held its Schwab Emerging Markets Equity ETF (SCHE) position steady in Q2 2026 at 10,073 shares worth $365K. The position accounts for 0.24% of the portfolio, ranked #28.

MJT & Associates Financial Advisory first reported a position in SCHE in Q1 2025 and has held it in 6 quarters since. 313 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

MJT & Associates Financial Advisory held 10,073 shares of Schwab Emerging Markets Equity ETF worth $365K as of Q2 2026.
MJT & Associates Financial Advisory left its Schwab Emerging Markets Equity ETF share count unchanged in Q2 2026.
Schwab Emerging Markets Equity ETF made up 0.24% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #28 holding.
MJT & Associates Financial Advisory first reported a position in Schwab Emerging Markets Equity ETF in Q1 2025 and has held it in 6 quarters since.
313 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.