PS
SCHE icon

Planned Solutions’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Planned Solutions’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 		$312K Buy
8,606
+136
+2% +$4.86K 0.09% 112
2026
Q1 		$279K Buy
8,470
+72
+0.9% +$2.46K 0.09% 108
2025
Q4 		$275K Sell
8,398
-2,953
-26% -$98.5K 0.09% 106
2025
Q3 		$379K Sell
11,351
-409
-3% -$12.9K 0.13% 83
2025
Q2 		$354K Sell
11,760
-650
-5% -$18.4K 0.13% 78
2025
Q1 		$342K Buy
12,410
+1,256
+11% +$34.4K 0.14% 74
2024
Q4 		$297K Buy
11,154
+645
+6% +$18.2K 0.12% 78
2024
Q3 		$307K Buy
10,509
+2,218
+27% +$60K 0.12% 70
2024
Q2 		$220K Buy
+8,291
New +$216K 0.11% 86
2024
Q1 		– Sell
-7,373
Closed -$183K – 459
2023
Q4 		$183K Buy
+7,373
New +$177K 0.09% 94
2021
Q1 		– Sell
-3,738
Closed -$115K – 341
2020
Q4 		$115K Buy
3,738
+136
+4% +$3.94K 0.09% 85
2020
Q3 		$96K Buy
+3,602
New +$96.2K 0.09% 84

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

Planned Solutions's SCHE Position: Q2 2026 in Review

Planned Solutions increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 1.6% in Q2 2026, buying an estimated $4.86K and bringing the position to 8,606 shares worth $312K. The position accounts for 0.09% of the portfolio, ranked #112.

Planned Solutions first reported a position in SCHE in Q3 2020 and has held it in 12 quarters since. The position peaked at $379K in Q3 2025. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Planned Solutions held 8,606 shares of Schwab Emerging Markets Equity ETF worth $312K as of Q2 2026.
  • Planned Solutions bought 136 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $4.86K.
  • Schwab Emerging Markets Equity ETF made up 0.09% of Planned Solutions's portfolio in Q2 2026, its #112 holding.
  • Planned Solutions first reported a position in Schwab Emerging Markets Equity ETF in Q3 2020 and has held it in 12 quarters since.
  • Planned Solutions's Schwab Emerging Markets Equity ETF position peaked at $379K in Q3 2025.
  • 892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.