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

Orcam Financial Group’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 		$4.04M Buy
111,359
+22,790
+26% +$814K 1.97% 9
2026
Q1 		$2.92M Sell
88,569
-1,168
-1% -$39.9K 2.07% 10
2025
Q4 		$2.94M Buy
89,737
+2,099
+2% +$70K 2.2% 10
2025
Q3 		$2.92M Buy
87,638
+1,800
+2% +$56.7K 2.36% 9
2025
Q2 		$2.59M Buy
85,838
+39
+0% +$1.1K 2.25% 9
2025
Q1 		$2.37M Buy
85,799
+3,290
+4% +$90K 2.22% 9
2024
Q4 		$2.2M Buy
82,509
+7,155
+9% +$202K 2.13% 9
2024
Q3 		$2.2M Buy
75,354
+34
+0% +$920 2.13% 11
2024
Q2 		$2M Hold
75,320
– – 2.15% 12
2024
Q1 		$1.9M Hold
75,320
– – 2.08% 12
2023
Q4 		$1.87M Sell
75,320
-9,787
-11% -$235K 2.28% 10
2023
Q3 		$2.04M Sell
85,107
-2,250
-3% -$55.7K 2.74% 9
2023
Q2 		$2.15M Sell
87,357
-3,302
-4% -$80.7K 2.96% 8
2023
Q1 		$2.22M Hold
90,659
– – 3.08% 7
2022
Q4 		$2.15M Buy
90,659
+494
+0.5% +$11.5K 3.3% 7
2022
Q3 		$2.02M Sell
90,165
-2,000
-2% -$49.4K 3.43% 8
2022
Q2 		$2.34M Sell
92,165
-4,026
-4% -$105K 3.75% 7
2022
Q1 		$2.67M Sell
96,191
-5,994
-6% -$173K 3.81% 7
2021
Q4 		$3.03M Buy
+102,185
New +$3.12M 4.14% 8

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

Orcam Financial Group's SCHE Position: Q2 2026 in Review

Orcam Financial Group increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 26% in Q2 2026, buying an estimated $814K and bringing the position to 111,359 shares worth $4.04M. The position accounts for 1.97% of the portfolio, ranked #9.

Orcam Financial Group first reported a position in SCHE in Q4 2021 and has held it in 19 quarters since. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Orcam Financial Group held 111,359 shares of Schwab Emerging Markets Equity ETF worth $4.04M as of Q2 2026.
  • Orcam Financial Group bought 22,790 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $814K.
  • Schwab Emerging Markets Equity ETF made up 1.97% of Orcam Financial Group's portfolio in Q2 2026, its #9 holding.
  • Orcam Financial Group first reported a position in Schwab Emerging Markets Equity ETF in Q4 2021 and has held it in 19 quarters since.
  • 892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Orcam Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.