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&Partners’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

&Partners’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 		$552K Buy
15,229
+1,975
+15% +$70.5K ﹤0.01% 1779
2026
Q1 		$437K Buy
13,254
+6,882
+108% +$235K ﹤0.01% 1772
2025
Q4 		$223K Buy
+6,372
New +$212K ﹤0.01% 2086

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

&Partners's SCHE Position: Q2 2026 in Review

&Partners increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 15% in Q2 2026, buying an estimated $70.5K and bringing the position to 15,229 shares worth $552K. The position accounts for ﹤0.01% of the portfolio, ranked #1779.

&Partners first reported a position in SCHE in Q4 2025 and has held it in 3 quarters since. 896 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • &Partners held 15,229 shares of Schwab Emerging Markets Equity ETF worth $552K as of Q2 2026.
  • &Partners bought 1,975 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $70.5K.
  • Schwab Emerging Markets Equity ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1779 holding.
  • &Partners first reported a position in Schwab Emerging Markets Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 896 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.