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 Q3	$367K	Hold	10,073	–	–	0.24%	24
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

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

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

TCM

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

RBWA

RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MJT & Associates Financial Advisory's SCHE Position: Q3 2026 in Review

MJT & Associates Financial Advisory held its Schwab Emerging Markets Equity ETF (SCHE) position steady in Q3 2026 at 10,073 shares worth $367K. The position accounts for 0.24% of the portfolio, ranked #24.

MJT & Associates Financial Advisory first reported a position in SCHE in Q1 2025 and has held it in 7 quarters since. 146 funds tracked by Wall St. Rank hold SCHE as of Q3 2026.

MJT & Associates Financial Advisory held 10,073 shares of Schwab Emerging Markets Equity ETF worth $367K as of Q3 2026.
MJT & Associates Financial Advisory left its Schwab Emerging Markets Equity ETF share count unchanged in Q3 2026.
Schwab Emerging Markets Equity ETF made up 0.24% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #24 holding.
MJT & Associates Financial Advisory first reported a position in Schwab Emerging Markets Equity ETF in Q1 2025 and has held it in 7 quarters since.
146 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.