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Phil A. Younker & Associates’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Phil A. Younker & Associates’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 		$1.04M Hold
28,669
– – 0.7% 15
2026
Q1 		$945K Buy
28,669
+3,489
+14% +$119K 0.63% 17
2025
Q4 		$825K Hold
25,180
– – 0.58% 22
2025
Q3 		$840K Buy
+25,180
New +$793K 0.64% 20

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 $103B AUM 28.65% 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

Phil A. Younker & Associates's SCHE Position: Q2 2026 in Review

Phil A. Younker & Associates held its Schwab Emerging Markets Equity ETF (SCHE) position steady in Q2 2026 at 28,669 shares worth $1.04M. The position accounts for 0.7% of the portfolio, ranked #15.

Phil A. Younker & Associates first reported a position in SCHE in Q3 2025 and has held it in 4 quarters since. 890 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Phil A. Younker & Associates held 28,669 shares of Schwab Emerging Markets Equity ETF worth $1.04M as of Q2 2026.
  • Phil A. Younker & Associates left its Schwab Emerging Markets Equity ETF share count unchanged in Q2 2026.
  • Schwab Emerging Markets Equity ETF made up 0.7% of Phil A. Younker & Associates's portfolio in Q2 2026, its #15 holding.
  • Phil A. Younker & Associates first reported a position in Schwab Emerging Markets Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 890 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Phil A. Younker & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.