Phillip James Consulting’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Phillip James Consulting’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	$1.95M	Buy	+53,830	New	+$1.92M	1.3%	22

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 $103B AUM 28.65% 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

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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Phillip James Consulting's SCHE Position: Q2 2026 in Review

Phillip James Consulting opened a new position in Schwab Emerging Markets Equity ETF (SCHE) in Q2 2026: 53,830 shares worth $1.95M. The stake represents 1.3% of the portfolio and ranks #22 among its holdings.

856 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Phillip James Consulting held 53,830 shares of Schwab Emerging Markets Equity ETF worth $1.95M as of Q2 2026.
Schwab Emerging Markets Equity ETF was a new Phillip James Consulting position in Q2 2026.
Schwab Emerging Markets Equity ETF made up 1.3% of Phillip James Consulting's portfolio in Q2 2026, its #22 holding.
856 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Phillip James Consulting's 13F filing for Q2 2026, filed 28 Jul 2026.