Plancorp LLC’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Plancorp LLC’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	$4.06M	Buy	113,288 +104,314	+1,162%	+$3.72M	0.1%	89
2026 Q1	$310K	Sell	8,974 -46	-0.5%	-$1.57K	0.01%	283
2025 Q4	$295K	Sell	9,020 -1,766	-16%	-$58.9K	0.01%	287
2025 Q3	$360K	Buy	10,786 +536	+5%	+$16.9K	0.01%	272
2025 Q2	$309K	Hold	10,250	–	–	0.01%	292
2025 Q1	$283K	Buy	+10,250	New	+$281K	0.01%	296

Other funds holding SCHE

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

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

MCIA

Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

TCM

TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return

NGA

Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return

Plancorp LLC's SCHE Position: Q2 2026 in Review

Plancorp LLC increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 1,162% in Q2 2026, buying an estimated $3.72M and bringing the position to 113,288 shares worth $4.06M. The position accounts for 0.1% of the portfolio, ranked #89.

Plancorp LLC first reported a position in SCHE in Q1 2025 and has held it in 6 quarters since. 292 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Plancorp LLC held 113,288 shares of Schwab Emerging Markets Equity ETF worth $4.06M as of Q2 2026.
Plancorp LLC bought 104,314 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $3.72M.
Schwab Emerging Markets Equity ETF made up 0.1% of Plancorp LLC's portfolio in Q2 2026, its #89 holding.
Plancorp LLC first reported a position in Schwab Emerging Markets Equity ETF in Q1 2025 and has held it in 6 quarters since.
292 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.