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Mowery & Schoenfeld Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Mowery & Schoenfeld 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 		$2.02K Buy
+56
New +$2K ﹤0.01% 328
2024
Q3 		– Sell
-3,341
Closed -$88.7K – 259
2024
Q2 		$88.7K Buy
+3,341
New +$87.1K 0.13% 66

Other funds holding SCHE

Creative Planning
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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

Mowery & Schoenfeld Wealth Management's SCHE Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management opened a new position in Schwab Emerging Markets Equity ETF (SCHE) in Q2 2026: 56 shares worth $2.02K. The stake represents ﹤0.01% of the portfolio and ranks #328 among its holdings. This is a return to the name: Mowery & Schoenfeld Wealth Management previously reported a position in SCHE as recently as Q2 2024.

Mowery & Schoenfeld Wealth Management first reported a position in SCHE in Q2 2024 and has held it in 2 quarters since. The position peaked at $88.7K in Q2 2024. 899 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 56 shares of Schwab Emerging Markets Equity ETF worth $2.02K as of Q2 2026.
  • Schwab Emerging Markets Equity ETF was a new Mowery & Schoenfeld Wealth Management position in Q2 2026.
  • Schwab Emerging Markets Equity ETF made up ﹤0.01% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #328 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q2 2024 and has held it in 2 quarters since.
  • Mowery & Schoenfeld Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $88.7K in Q2 2024.
  • 899 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.