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

OLIO Financial 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
Q2 		$1.29M Sell
35,599
-3,143
-8% -$112K 0.32% 21
2026
Q1 		$1.28M Sell
38,742
-1,126
-3% -$38.4K 0.35% 21
2025
Q4 		$1.31M Sell
39,868
-5,175
-11% -$173K 0.37% 20
2025
Q3 		$1.5M Sell
45,043
-1,386
-3% -$43.7K 0.44% 18
2025
Q2 		$1.4M Sell
46,429
-8,042
-15% -$228K 0.44% 18
2025
Q1 		$1.5M Sell
54,471
-17,612
-24% -$482K 0.52% 18
2024
Q4 		$1.92M Sell
72,083
-174,862
-71% -$4.94M 0.67% 16
2024
Q3 		$6.1M Buy
246,945
+783
+0.3% +$21.2K 2.57% 9
2024
Q2 		$6.08M Sell
246,162
-783
-0.3% -$20.4K 2.56% 9
2024
Q1 		$6.1M Sell
246,945
-2,186
-0.9% -$53.7K 2.57% 9
2023
Q4 		$6.15M Buy
249,131
+7,745
+3% +$186K 2.58% 9
2023
Q3 		$5.78M Buy
241,386
+20,662
+9% +$512K 2.71% 9
2023
Q2 		$5.44M Buy
220,724
+29,556
+15% +$722K 2.58% 10
2023
Q1 		$4.69M Buy
191,168
+20,826
+12% +$516K 2.42% 11
2022
Q4 		$4.03M Buy
170,342
+48,862
+40% +$1.14M 2.19% 12
2022
Q3 		$2.72M Buy
121,480
+627
+0.5% +$15.5K 1.62% 14
2022
Q2 		$3.07M Buy
120,853
+6,201
+5% +$162K 1.72% 13
2022
Q1 		$3.18M Sell
114,652
-3,186
-3% -$92.2K 1.82% 11
2021
Q4 		$3.49M Buy
+117,838
New +$3.6M 2.07% 11

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

OLIO Financial Planning's SCHE Position: Q2 2026 in Review

OLIO Financial Planning reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 8.1% in Q2 2026, selling an estimated $112K and leaving 35,599 shares worth $1.29M. The position accounts for 0.32% of the portfolio, ranked #21.

OLIO Financial Planning first reported a position in SCHE in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.15M in Q4 2023. 896 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • OLIO Financial Planning held 35,599 shares of Schwab Emerging Markets Equity ETF worth $1.29M as of Q2 2026.
  • OLIO Financial Planning sold 3,143 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $112K.
  • Schwab Emerging Markets Equity ETF made up 0.32% of OLIO Financial Planning's portfolio in Q2 2026, its #21 holding.
  • OLIO Financial Planning first reported a position in Schwab Emerging Markets Equity ETF in Q4 2021 and has held it in 19 quarters since.
  • OLIO Financial Planning's Schwab Emerging Markets Equity ETF position peaked at $6.15M in Q4 2023.
  • 896 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on OLIO Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.