Morling Financial Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Morling Financial Advisors’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 Q1	$968K	Hold	29,392	–	–	0.3%	29
2025 Q4	$963K	Hold	29,392	–	–	0.3%	33
2025 Q3	$981K	Hold	29,392	–	–	0.32%	30
2025 Q2	$886K	Sell	29,392 -143	-0.5%	-$4.05K	0.29%	31
2025 Q1	$814K	Sell	29,535 -42	-0.1%	-$1.15K	0.28%	32
2024 Q4	$788K	Sell	29,577 -238	-0.8%	-$6.72K	0.27%	33
2024 Q3	$870K	Sell	29,815 -2,025	-6%	-$54.8K	0.33%	31
2024 Q2	$846K	Sell	31,840 -1,046	-3%	-$27.3K	0.37%	29
2024 Q1	$830K	Sell	32,886 -449	-1%	-$11K	0.47%	29
2023 Q4	$826K	Hold	33,335	–	–	0.67%	26
2023 Q3	$798K	Sell	33,335 -243	-0.7%	-$6.02K	0.79%	25
2023 Q2	$827K	Sell	33,578 -113	-0.3%	-$2.76K	0.79%	27
2023 Q1	$826K	Sell	33,691 -3,464	-9%	-$85.8K	0.89%	25
2022 Q4	$879K	Buy	37,155 +4,196	+13%	+$97.7K	1.12%	22
2022 Q3	$738K	Sell	32,959 -42,937	-57%	-$1.06M	1.01%	23
2022 Q2	$1.93M	Sell	75,896 -489	-0.6%	-$12.8K	2.51%	11
2022 Q1	$2.12M	Buy	76,385 +39,813	+109%	+$1.15M	2.68%	9
2021 Q4	$1.08M	Buy	+36,572	New	+$1.12M	1.04%	14

Other funds holding SCHE

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Morling Financial Advisors's SCHE Position: Q1 2026 in Review

Morling Financial Advisors held its Schwab Emerging Markets Equity ETF (SCHE) position steady in Q1 2026 at 29,392 shares worth $968K. The position accounts for 0.3% of the portfolio, ranked #29.

Morling Financial Advisors first reported a position in SCHE in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.12M in Q1 2022. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

Morling Financial Advisors held 29,392 shares of Schwab Emerging Markets Equity ETF worth $968K as of Q1 2026.
Morling Financial Advisors left its Schwab Emerging Markets Equity ETF share count unchanged in Q1 2026.
Schwab Emerging Markets Equity ETF made up 0.3% of Morling Financial Advisors's portfolio in Q1 2026, its #29 holding.
Morling Financial Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2021 and has held it in 18 quarters since.
Morling Financial Advisors's Schwab Emerging Markets Equity ETF position peaked at $2.12M in Q1 2022.
864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Morling Financial Advisors's 13F filing for Q1 2026, filed 6 May 2026.