Peterson Wealth Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Peterson Wealth Advisors’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	$243K	Buy	6,701 +7	+0.1%	+$250	0.03%	106
2026 Q1	$221K	Buy	6,694 +9	+0.1%	+$307	0.03%	104
2025 Q4	$219K	Sell	6,685 -3,139	-32%	-$105K	0.03%	102
2025 Q3	$331K	Buy	9,824 +29	+0.3%	+$914	0.05%	85
2025 Q2	$295K	Buy	9,795 +351	+4%	+$9.94K	0.05%	80
2025 Q1	$233K	Buy	+9,444	New	+$258K	0.05%	82
2024 Q4	–	Sell	-7,083	Closed	-$207K	–	88
2024 Q3	$207K	Buy	+7,083	New	+$192K	0.04%	81
2022 Q1	–	Sell	-7,113	Closed	-$211K	–	60
2021 Q4	$211K	Sell	7,113 -171	-2%	-$5.22K	0.06%	57
2021 Q3	$222K	Buy	7,284 +1,096	+18%	+$34.2K	0.07%	52
2021 Q2	$203K	Buy	+6,188	New	+$201K	0.07%	53

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

Peterson Wealth Advisors's SCHE Position: Q2 2026 in Review

Peterson Wealth Advisors increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 0.1% in Q2 2026, buying an estimated $250 and bringing the position to 6,701 shares worth $243K. The position accounts for 0.03% of the portfolio, ranked #106.

Peterson Wealth Advisors first reported a position in SCHE in Q2 2021 and has held it in 10 quarters since. The position peaked at $331K in Q3 2025. 896 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Peterson Wealth Advisors held 6,701 shares of Schwab Emerging Markets Equity ETF worth $243K as of Q2 2026.
Peterson Wealth Advisors bought 7 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $250.
Schwab Emerging Markets Equity ETF made up 0.03% of Peterson Wealth Advisors's portfolio in Q2 2026, its #106 holding.
Peterson Wealth Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q2 2021 and has held it in 10 quarters since.
Peterson Wealth Advisors's Schwab Emerging Markets Equity ETF position peaked at $331K in Q3 2025.
896 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Peterson Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.