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

Modern 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	$564K	Buy	15,543 +1,037	+7%	+$37K	0.01%	681
2026 Q1	$479K	Sell	14,506 -1,988	-12%	-$67.9K	0.01%	588
2025 Q4	$540K	Hold	16,494	–	–	0.01%	517
2025 Q3	$550K	Sell	16,494 -1,205	-7%	-$38K	0.01%	488
2025 Q2	$533K	Buy	17,699 +1,238	+8%	+$35.1K	0.01%	464
2025 Q1	$454K	Buy	+16,461	New	+$451K	0.01%	440

Other funds holding SCHE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Modern Wealth Management increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 7.1% in Q2 2026, buying an estimated $37K and bringing the position to 15,543 shares worth $564K. The position accounts for 0.01% of the portfolio, ranked #681.

Modern Wealth Management first reported a position in SCHE in Q1 2025 and has held it in 6 quarters since. 896 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Modern Wealth Management held 15,543 shares of Schwab Emerging Markets Equity ETF worth $564K as of Q2 2026.
Modern Wealth Management bought 1,037 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $37K.
Schwab Emerging Markets Equity ETF made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #681 holding.
Modern Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q1 2025 and has held it in 6 quarters since.
896 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.