Next Level Wealth Planning’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Next Level Wealth Planning’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 Q3	$13.9K	Buy	+381	New	+$13.9K	0.01%	305

Other funds holding SCHE

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Next Level Wealth Planning's SCHE Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Schwab Emerging Markets Equity ETF (SCHE) in Q3 2026: 381 shares worth $13.9K. The stake represents 0.01% of the portfolio and ranks #305 among its holdings.

552 funds tracked by Wall St. Rank hold SCHE as of Q3 2026.

Next Level Wealth Planning held 381 shares of Schwab Emerging Markets Equity ETF worth $13.9K as of Q3 2026.
Schwab Emerging Markets Equity ETF was a new Next Level Wealth Planning position in Q3 2026.
Schwab Emerging Markets Equity ETF made up 0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #305 holding.
552 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.