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NFP Retirement Inc’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

NFP Retirement Inc’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 		$338K Sell
9,314
-4,132
-31% -$148K 0.02% 246
2026
Q1 		$443K Sell
13,446
-1,284
-9% -$43.8K 0.03% 211
2025
Q4 		$482K Sell
14,730
-481
-3% -$16K 0.03% 201
2025
Q3 		$508K Sell
15,211
-7,067
-32% -$223K 0.03% 200
2025
Q2 		$671K Sell
22,278
-12,788
-36% -$362K 0.04% 167
2025
Q1 		$967K Sell
35,066
-2,222
-6% -$60.8K 0.08% 121
2024
Q4 		$993K Sell
37,288
-423
-1% -$11.9K 0.08% 120
2024
Q3 		$1.1M Sell
37,711
-7,551
-17% -$204K 0.09% 116
2024
Q2 		$1.2M Sell
45,262
-9,859
-18% -$257K 0.1% 104
2024
Q1 		$1.39M Sell
55,121
-18,171
-25% -$447K 0.12% 100
2023
Q4 		$1.82M Sell
73,292
-9,214
-11% -$222K 0.31% 67
2023
Q3 		$1.98M Buy
82,506
+237
+0.3% +$5.87K 0.38% 61
2023
Q2 		$2.03M Sell
82,269
-10,969
-12% -$268K 0.38% 60
2023
Q1 		$2.29M Sell
93,238
-9,316
-9% -$231K 0.46% 56
2022
Q4 		$2.43M Sell
102,554
-125,164
-55% -$2.91M 0.53% 50
2022
Q3 		$5.1M Sell
227,718
-29,850
-12% -$738K 1.26% 22
2022
Q2 		$6.54M Buy
257,568
+16,910
+7% +$442K 1.66% 11
2022
Q1 		$6.68M Buy
240,658
+2,926
+1% +$84.7K 1.58% 13
2021
Q4 		$7.04M Buy
237,732
+16,904
+8% +$516K 2.52% 9
2021
Q3 		$6.73M Buy
220,828
+3,582
+2% +$112K 2.74% 7
2021
Q2 		$7.14M Buy
217,246
+43,850
+25% +$1.42M 2.76% 7
2021
Q1 		$5.51M Buy
173,396
+79,651
+85% +$2.59M 2.39% 12
2020
Q4 		$2.87M Buy
93,745
+23,992
+34% +$696K 1.78% 10
2020
Q3 		$1.87M Buy
69,753
+32,675
+88% +$873K 1.23% 23
2020
Q2 		$903K Hold
37,078
– – 0.66% 41
2020
Q1 		$767K Buy
37,078
+1,143
+3% +$28.6K 0.75% 34
2019
Q4 		$983K Buy
+35,935
New +$947K 0.91% 34

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

NFP Retirement Inc's SCHE Position: Q2 2026 in Review

NFP Retirement Inc reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 31% in Q2 2026, selling an estimated $148K and leaving 9,314 shares worth $338K. The position accounts for 0.02% of the portfolio, ranked #246.

NFP Retirement Inc first reported a position in SCHE in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.14M in Q2 2021. 896 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • NFP Retirement Inc held 9,314 shares of Schwab Emerging Markets Equity ETF worth $338K as of Q2 2026.
  • NFP Retirement Inc sold 4,132 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $148K.
  • Schwab Emerging Markets Equity ETF made up 0.02% of NFP Retirement Inc's portfolio in Q2 2026, its #246 holding.
  • NFP Retirement Inc first reported a position in Schwab Emerging Markets Equity ETF in Q4 2019 and has held it in 27 quarters since.
  • NFP Retirement Inc's Schwab Emerging Markets Equity ETF position peaked at $7.14M in Q2 2021.
  • 896 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.