Plancorp LLC
SCHE icon

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
Q3 		$6.72M Buy
196,639
+83,351
+74% +$3.04M 0.15% 68
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

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Fund Evaluation Group
Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Plancorp LLC's SCHE Position: Q3 2026 in Review

Plancorp LLC increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 74% in Q3 2026, buying an estimated $3.04M and bringing the position to 196,639 shares worth $6.72M. The position accounts for 0.15% of the portfolio, ranked #68.

Plancorp LLC first reported a position in SCHE in Q1 2025 and has held it in 7 quarters since. 637 funds tracked by Wall St. Rank hold SCHE as of Q3 2026.

  • Plancorp LLC held 196,639 shares of Schwab Emerging Markets Equity ETF worth $6.72M as of Q3 2026.
  • Plancorp LLC bought 83,351 Schwab Emerging Markets Equity ETF shares in Q3 2026, an estimated $3.04M.
  • Schwab Emerging Markets Equity ETF made up 0.15% of Plancorp LLC's portfolio in Q3 2026, its #68 holding.
  • Plancorp LLC first reported a position in Schwab Emerging Markets Equity ETF in Q1 2025 and has held it in 7 quarters since.
  • 637 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2026.

Based on Plancorp LLC's 13F filing for Q3 2026, filed 3 Nov 2026.