Peak Financial Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Peak Financial Management’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	$219K	Buy	+6,040	New	+$216K	0.05%	109
2023 Q4	–	Sell	-8,492	Closed	-$203K	–	88
2023 Q3	$203K	Sell	8,492 -39,824	-82%	-$986K	0.07%	72
2023 Q2	$1.19M	Sell	48,316 -5,569	-10%	-$136K	0.42%	39
2023 Q1	$1.32M	Buy	53,885 +2,035	+4%	+$50.4K	0.49%	34
2022 Q4	$1.23M	Buy	51,850 +2,660	+5%	+$61.9K	0.48%	35
2022 Q3	$1.1M	Sell	49,190 -2,128	-4%	-$52.6K	0.46%	34
2022 Q2	$1.3M	Buy	51,318 +3,306	+7%	+$86.4K	0.5%	31
2022 Q1	$1.33M	Sell	48,012 -593	-1%	-$17.2K	0.45%	37
2021 Q4	$1.44M	Buy	48,605 +6,676	+16%	+$204K	0.47%	33
2021 Q3	$1.28M	Buy	41,929 +1,913	+5%	+$59.8K	0.43%	33
2021 Q2	$1.32M	Buy	40,016 +1,175	+3%	+$38.1K	0.45%	33
2021 Q1	$1.23M	Buy	38,841 +469	+1%	+$15.3K	0.45%	34
2020 Q4	$1.18M	Buy	38,372 +3,101	+9%	+$89.9K	0.44%	34
2020 Q3	$944K	Buy	35,271 +1,965	+6%	+$52.5K	0.41%	35
2020 Q2	$811K	Sell	33,306 -1,502	-4%	-$34.1K	0.38%	35
2020 Q1	$720K	Buy	34,808 +10,518	+43%	+$263K	0.37%	34
2019 Q4	$665K	Sell	24,290 -132	-0.5%	-$3.48K	0.28%	35
2019 Q3	$614K	Buy	24,422 +2,322	+11%	+$59.1K	0.27%	34
2019 Q2	$580K	Buy	22,100 +250	+1%	+$6.47K	0.26%	35
2019 Q1	$568K	Buy	21,850 +1,570	+8%	+$39.8K	0.26%	34
2018 Q4	$477K	Buy	20,280 +730	+4%	+$17.7K	0.23%	38
2018 Q3	$503K	Buy	19,550 +2,935	+18%	+$76K	0.23%	33
2018 Q2	$430K	Buy	16,615 +7,085	+74%	+$195K	0.2%	39
2018 Q1	$274K	Sell	9,530 -5,940	-38%	-$174K	0.13%	44
2017 Q4	$432K	Buy	15,470 +2,555	+20%	+$70.5K	0.16%	39
2017 Q3	$348K	Buy	12,915 +150	+1%	+$3.97K	0.13%	39
2017 Q2	$317K	Buy	12,765 +535	+4%	+$13.2K	0.12%	35
2017 Q1	$293K	Buy	12,230 +465	+4%	+$10.8K	0.12%	36
2016 Q4	$254K	Buy	+11,765	New	+$263K	0.11%	33

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

Peak Financial Management's SCHE Position: Q2 2026 in Review

Peak Financial Management opened a new position in Schwab Emerging Markets Equity ETF (SCHE) in Q2 2026: 6,040 shares worth $219K. The stake represents 0.05% of the portfolio and ranks #109 among its holdings. This is a return to the name: Peak Financial Management previously reported a position in SCHE as recently as Q3 2023.

Peak Financial Management first reported a position in SCHE in Q4 2016 and has held it in 29 quarters since. The position peaked at $1.44M in Q4 2021. 896 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Peak Financial Management held 6,040 shares of Schwab Emerging Markets Equity ETF worth $219K as of Q2 2026.
Schwab Emerging Markets Equity ETF was a new Peak Financial Management position in Q2 2026.
Schwab Emerging Markets Equity ETF made up 0.05% of Peak Financial Management's portfolio in Q2 2026, its #109 holding.
Peak Financial Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2016 and has held it in 29 quarters since.
Peak Financial Management's Schwab Emerging Markets Equity ETF position peaked at $1.44M in Q4 2021.
896 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Peak Financial Management's 13F filing for Q2 2026, filed 20 Jul 2026.