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Nikulski Financial’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Nikulski Financial’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 		$3.49M Buy
96,382
+22,558
+31% +$805K 0.75% 41
2026
Q1 		$2.43M Buy
73,824
+4,555
+7% +$156K 0.6% 53
2025
Q4 		$2.27M Buy
69,269
+40,880
+144% +$1.36M 0.54% 57
2025
Q3 		$947K Buy
28,389
+8,057
+40% +$254K 0.24% 84
2025
Q2 		$613K Buy
20,332
+7,711
+61% +$218K 0.17% 90
2025
Q1 		$348K Sell
12,621
-200
-2% -$5.47K 0.11% 102
2024
Q4 		$341K Buy
+12,821
New +$362K 0.1% 102
2024
Q3 		– Sell
-7,985
Closed -$212K – 135
2024
Q2 		$212K Sell
7,985
-1,385
-15% -$36.1K 0.07% 123
2024
Q1 		$237K Sell
9,370
-3,565
-28% -$87.6K 0.08% 115
2023
Q4 		$321K Sell
12,935
-1,535
-11% -$36.9K 0.12% 109
2023
Q3 		$346K Sell
14,470
-5,790
-29% -$143K 0.14% 99
2023
Q2 		$499K Sell
20,260
-1,790
-8% -$43.7K 0.21% 86
2023
Q1 		$541K Sell
22,050
-355
-2% -$8.8K 0.24% 89
2022
Q4 		$530K Sell
22,405
-15,080
-40% -$351K 0.25% 85
2022
Q3 		$840K Sell
37,485
-8,472
-18% -$209K 0.43% 55
2022
Q2 		$1.17M Sell
45,957
-3,872
-8% -$101K 0.58% 44
2022
Q1 		$1.38M Sell
49,829
-15,531
-24% -$450K 0.59% 42
2021
Q4 		$1.94M Buy
65,360
+743
+1% +$22.7K 0.81% 37
2021
Q3 		$1.97M Sell
64,617
-956
-1% -$29.9K 0.91% 35
2021
Q2 		$2.09M Buy
65,573
+22,072
+51% +$716K 0.97% 31
2021
Q1 		$1.38M Buy
43,501
+25,731
+145% +$838K 0.71% 42
2020
Q4 		$545K Buy
+17,770
New +$515K 0.3% 67
2018
Q3 		– Sell
-52,732
Closed -$1.36M – 92
2018
Q2 		$1.36M Buy
52,732
+3,372
+7% +$92.7K 1.26% 30
2018
Q1 		$1.42M Buy
49,360
+13,155
+36% +$385K 1.41% 29
2017
Q4 		$1.01M Buy
+36,205
New +$998K 1.09% 30

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 $103B AUM 28.65% 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

Nikulski Financial's SCHE Position: Q2 2026 in Review

Nikulski Financial increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 31% in Q2 2026, buying an estimated $805K and bringing the position to 96,382 shares worth $3.49M. The position accounts for 0.75% of the portfolio, ranked #41.

Nikulski Financial first reported a position in SCHE in Q4 2017 and has held it in 25 quarters since. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Nikulski Financial held 96,382 shares of Schwab Emerging Markets Equity ETF worth $3.49M as of Q2 2026.
  • Nikulski Financial bought 22,558 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $805K.
  • Schwab Emerging Markets Equity ETF made up 0.75% of Nikulski Financial's portfolio in Q2 2026, its #41 holding.
  • Nikulski Financial first reported a position in Schwab Emerging Markets Equity ETF in Q4 2017 and has held it in 25 quarters since.
  • 892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Nikulski Financial's 13F filing for Q2 2026, filed 28 Jul 2026.