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Morris Financial Concepts’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Morris Financial Concepts’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 		$288K Sell
7,933
-149
-2% -$5.32K 0.09% 117
2026
Q1 		$266K Sell
8,082
-206
-2% -$7.03K 0.09% 115
2025
Q4 		$271K Sell
8,288
-80
-1% -$2.67K 0.1% 114
2025
Q3 		$279K Sell
8,368
-62
-0.7% -$1.95K 0.1% 109
2025
Q2 		$254K Sell
8,430
-76
-0.9% -$2.15K 0.1% 113
2025
Q1 		$235K Sell
8,506
-54
-0.6% -$1.48K 0.1% 119
2024
Q4 		$228K Sell
8,560
-3,605
-30% -$102K 0.1% 115
2024
Q3 		$355K Sell
12,165
-117
-1% -$3.17K 0.15% 80
2024
Q2 		$326K Sell
12,282
-566
-4% -$14.8K 0.16% 78
2024
Q1 		$324K Sell
12,848
-983
-7% -$24.2K 0.17% 74
2023
Q4 		$343K Sell
13,831
-26
-0.2% -$625 0.2% 65
2023
Q3 		$332K Sell
13,857
-136
-1% -$3.37K 0.22% 62
2023
Q2 		$345K Sell
13,993
-55
-0.4% -$1.34K 0.22% 61
2023
Q1 		$344K Buy
14,048
+258
+2% +$6.39K 0.24% 55
2022
Q4 		$326K Sell
13,790
-1,313
-9% -$30.6K 0.26% 60
2022
Q3 		$338K Buy
15,103
+1,417
+10% +$35K 0.35% 47
2022
Q2 		$347K Buy
13,686
+639
+5% +$16.7K 0.33% 47
2022
Q1 		$362K Hold
13,047
– – 0.3% 48
2021
Q4 		$386K Buy
+13,047
New +$399K 0.32% 45

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 $104B AUM 28.3% 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

Morris Financial Concepts's SCHE Position: Q2 2026 in Review

Morris Financial Concepts reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 1.8% in Q2 2026, selling an estimated $5.32K and leaving 7,933 shares worth $288K. The position accounts for 0.09% of the portfolio, ranked #117.

Morris Financial Concepts first reported a position in SCHE in Q4 2021 and has held it in 19 quarters since. The position peaked at $386K in Q4 2021. 899 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Morris Financial Concepts held 7,933 shares of Schwab Emerging Markets Equity ETF worth $288K as of Q2 2026.
  • Morris Financial Concepts sold 149 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $5.32K.
  • Schwab Emerging Markets Equity ETF made up 0.09% of Morris Financial Concepts's portfolio in Q2 2026, its #117 holding.
  • Morris Financial Concepts first reported a position in Schwab Emerging Markets Equity ETF in Q4 2021 and has held it in 19 quarters since.
  • Morris Financial Concepts's Schwab Emerging Markets Equity ETF position peaked at $386K in Q4 2021.
  • 899 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

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