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

PDS 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
Q1 		$603K Buy
18,288
+216
+1% +$7.38K 0.04% 229
2025
Q4 		$592K Buy
18,072
+8,844
+96% +$295K 0.04% 223
2025
Q3 		$308K Buy
9,228
+75
+0.8% +$2.36K 0.02% 363
2025
Q2 		$276K Buy
9,153
+74
+0.8% +$2.1K 0.02% 380
2025
Q1 		$250K Buy
9,079
+1,559
+21% +$42.7K 0.02% 369
2024
Q4 		$200K Buy
7,520
+851
+13% +$24K 0.02% 404
2024
Q3 		$195K Buy
+6,669
New +$181K 0.02% 409

Other funds holding SCHE

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

PDS Planning's SCHE Position: Q1 2026 in Review

PDS Planning increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 1.2% in Q1 2026, buying an estimated $7.38K and bringing the position to 18,288 shares worth $603K. The position accounts for 0.04% of the portfolio, ranked #229.

PDS Planning first reported a position in SCHE in Q3 2024 and has held it in 7 quarters since. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • PDS Planning held 18,288 shares of Schwab Emerging Markets Equity ETF worth $603K as of Q1 2026.
  • PDS Planning bought 216 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $7.38K.
  • Schwab Emerging Markets Equity ETF made up 0.04% of PDS Planning's portfolio in Q1 2026, its #229 holding.
  • PDS Planning first reported a position in Schwab Emerging Markets Equity ETF in Q3 2024 and has held it in 7 quarters since.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.