Nalls Sherbakoff Group’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Nalls Sherbakoff Group’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	$1.86M	Buy	51,184 +49	+0.1%	+$1.75K	1.32%	19
2026 Q1	$1.68M	Buy	51,135 +282	+0.6%	+$9.63K	1.24%	20
2025 Q4	$1.67M	Sell	50,853 -12,586	-20%	-$420K	1.2%	18
2025 Q3	$2.12M	Buy	63,439 +610	+1%	+$19.2K	1.43%	15
2025 Q2	$1.89M	Buy	62,829 +49	+0.1%	+$1.39K	1.38%	15
2025 Q1	$1.73M	Buy	+62,780	New	+$1.72M	1.41%	14
2023 Q4	$1.59M	Buy	64,173 +209	+0.3%	+$5.03K	1.42%	15
2023 Q3	$1.53M	Buy	63,964 +1,234	+2%	+$30.6K	1.49%	14
2023 Q2	$1.48M	Buy	62,730 +1,125	+2%	+$27.5K	1.46%	14
2023 Q1	$1.52M	Buy	+61,605	New	+$1.53M	1.51%	12
2018 Q4	$1.05M	Buy	+44,583	New	+$1.08M	1.68%	12

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

Nalls Sherbakoff Group's SCHE Position: Q2 2026 in Review

Nalls Sherbakoff Group increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 0.1% in Q2 2026, buying an estimated $1.75K and bringing the position to 51,184 shares worth $1.86M. The position accounts for 1.32% of the portfolio, ranked #19.

Nalls Sherbakoff Group first reported a position in SCHE in Q4 2018 and has held it in 11 quarters since. The position peaked at $2.12M in Q3 2025. 896 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Nalls Sherbakoff Group held 51,184 shares of Schwab Emerging Markets Equity ETF worth $1.86M as of Q2 2026.
Nalls Sherbakoff Group bought 49 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $1.75K.
Schwab Emerging Markets Equity ETF made up 1.32% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #19 holding.
Nalls Sherbakoff Group first reported a position in Schwab Emerging Markets Equity ETF in Q4 2018 and has held it in 11 quarters since.
Nalls Sherbakoff Group's Schwab Emerging Markets Equity ETF position peaked at $2.12M in Q3 2025.
896 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.