McCarley & Cook Financial Planners’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

McCarley & Cook Financial Planners’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	$92.6K	Hold	2,540	–	–	0.07%	75
2026 Q2	$92.1K	Hold	2,540	–	–	0.07%	73
2026 Q1	$83.7K	Buy	2,540 +1,886	+288%	+$64.4K	0.07%	78
2025 Q4	$21.4K	Buy	+654	New	+$21.8K	0.02%	112

Other funds holding SCHE

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Rainey & Randall Wealth Advisors Celebration, Florida $698M AUM 11.67% 1-Year Est. Return

93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

McCarley & Cook Financial Planners's SCHE Position: Q3 2026 in Review

McCarley & Cook Financial Planners held its Schwab Emerging Markets Equity ETF (SCHE) position steady in Q3 2026 at 2,540 shares worth $92.6K. The position accounts for 0.07% of the portfolio, ranked #75.

McCarley & Cook Financial Planners first reported a position in SCHE in Q4 2025 and has held it in 4 quarters since. 330 funds tracked by Wall St. Rank hold SCHE as of Q3 2026.

McCarley & Cook Financial Planners held 2,540 shares of Schwab Emerging Markets Equity ETF worth $92.6K as of Q3 2026.
McCarley & Cook Financial Planners left its Schwab Emerging Markets Equity ETF share count unchanged in Q3 2026.
Schwab Emerging Markets Equity ETF made up 0.07% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #75 holding.
McCarley & Cook Financial Planners first reported a position in Schwab Emerging Markets Equity ETF in Q4 2025 and has held it in 4 quarters since.
330 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.