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Rebalance’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Rebalance’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 		$83.3M Buy
2,298,258
+113,863
+5% +$4.07M 4.37% 7
2026
Q1 		$72M Buy
2,184,395
+16,458
+0.8% +$562K 4.18% 7
2025
Q4 		$71M Buy
2,167,937
+92,510
+4% +$3.08M 4.15% 7
2025
Q3 		$69.3M Buy
2,075,427
+78,925
+4% +$2.49M 4.18% 7
2025
Q2 		$60.2M Sell
1,996,502
-125,546
-6% -$3.55M 4.09% 8
2025
Q1 		$58.5M Buy
2,122,048
+8,151
+0.4% +$223K 4.31% 9
2024
Q4 		$56.3M Buy
2,113,897
+58,482
+3% +$1.65M 4.21% 9
2024
Q3 		$60M Buy
2,055,415
+101,963
+5% +$2.76M 4.39% 9
2024
Q2 		$51.9M Buy
1,953,452
+173,665
+10% +$4.53M 4.17% 9
2024
Q1 		$44.9M Buy
1,779,787
+43,356
+2% +$1.07M 3.69% 9
2023
Q4 		$43M Buy
1,736,431
+146,298
+9% +$3.52M 3.75% 9
2023
Q3 		$38.1M Buy
1,590,133
+7,204
+0.5% +$178K 3.7% 9
2023
Q2 		$39M Buy
1,582,929
+79,210
+5% +$1.94M 3.7% 9
2023
Q1 		$36.9M Sell
1,503,719
-15,988
-1% -$396K 3.65% 11
2022
Q4 		$36M Buy
+1,519,707
New +$35.4M 3.73% 11

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 $104B AUM 28.3% 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
Morgan Stanley
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

Rebalance's SCHE Position: Q2 2026 in Review

Rebalance increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 5.2% in Q2 2026, buying an estimated $4.07M and bringing the position to 2,298,258 shares worth $83.3M. The position accounts for 4.37% of the portfolio, ranked #7.

Rebalance first reported a position in SCHE in Q4 2022 and has held it in 15 quarters since. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Rebalance held 2,298,258 shares of Schwab Emerging Markets Equity ETF worth $83.3M as of Q2 2026.
  • Rebalance bought 113,863 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $4.07M.
  • Schwab Emerging Markets Equity ETF made up 4.37% of Rebalance's portfolio in Q2 2026, its #7 holding.
  • Rebalance first reported a position in Schwab Emerging Markets Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • 892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Rebalance's 13F filing for Q2 2026, filed 16 Jul 2026.