PFM
SCHE icon

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

Phillips 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
Q1 		$51.3K Sell
1,558
-604
-28% -$20.6K ﹤0.01% 232
2025
Q4 		$70.8K Buy
2,162
+604
+39% +$20.1K ﹤0.01% 239
2025
Q3 		$52K Hold
1,558
– – ﹤0.01% 249
2025
Q2 		$47K Hold
1,558
– – ﹤0.01% 227
2025
Q1 		$43K Hold
1,558
– – ﹤0.01% 218
2024
Q4 		$41.5K Hold
1,558
– – ﹤0.01% 214
2024
Q3 		$45.5K Hold
1,558
– – ﹤0.01% 221
2024
Q2 		$41.4K Hold
1,558
– – ﹤0.01% 219
2024
Q1 		$39.3K Sell
1,558
-124
-7% -$3.05K ﹤0.01% 214
2023
Q4 		$41.7K Buy
1,682
+124
+8% +$2.98K ﹤0.01% 199
2023
Q3 		$37.3K Hold
1,558
– – ﹤0.01% 200
2023
Q2 		$38.4K Hold
1,558
– – ﹤0.01% 196
2023
Q1 		$38.2K Hold
1,558
– – ﹤0.01% 199
2022
Q4 		$36.9K Hold
1,558
– – ﹤0.01% 188
2022
Q3 		$35K Buy
+1,558
New +$38.5K ﹤0.01% 182

Other funds holding SCHE

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Phillips Financial Management's SCHE Position: Q1 2026 in Review

Phillips Financial Management reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 28% in Q1 2026, selling an estimated $20.6K and leaving 1,558 shares worth $51.3K. The position accounts for ﹤0.01% of the portfolio, ranked #232.

Phillips Financial Management first reported a position in SCHE in Q3 2022 and has held it in 15 quarters since. The position peaked at $70.8K in Q4 2025. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Phillips Financial Management held 1,558 shares of Schwab Emerging Markets Equity ETF worth $51.3K as of Q1 2026.
  • Phillips Financial Management sold 604 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $20.6K.
  • Schwab Emerging Markets Equity ETF made up ﹤0.01% of Phillips Financial Management's portfolio in Q1 2026, its #232 holding.
  • Phillips Financial Management first reported a position in Schwab Emerging Markets Equity ETF in Q3 2022 and has held it in 15 quarters since.
  • Phillips Financial Management's Schwab Emerging Markets Equity ETF position peaked at $70.8K in Q4 2025.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.