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 Q2	$720K	Buy	19,848 +1,560	+9%	+$55.7K	0.04%	221
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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PDS Planning's SCHE Position: Q2 2026 in Review

PDS Planning increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 8.5% in Q2 2026, buying an estimated $55.7K and bringing the position to 19,848 shares worth $720K. The position accounts for 0.04% of the portfolio, ranked #221.

PDS Planning first reported a position in SCHE in Q3 2024 and has held it in 8 quarters since. 896 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

PDS Planning held 19,848 shares of Schwab Emerging Markets Equity ETF worth $720K as of Q2 2026.
PDS Planning bought 1,560 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $55.7K.
Schwab Emerging Markets Equity ETF made up 0.04% of PDS Planning's portfolio in Q2 2026, its #221 holding.
PDS Planning first reported a position in Schwab Emerging Markets Equity ETF in Q3 2024 and has held it in 8 quarters since.
896 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.