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Retirement Planning Group (Kansas)’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Retirement Planning Group (Kansas)’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 		$460K Sell
13,947
-309
-2% -$10.6K 0.01% 314
2025
Q4 		$467K Buy
14,256
+27
+0.2% +$900 0.02% 275
2025
Q3 		$475K Sell
14,229
-2
-0% -$63 0.02% 272
2025
Q2 		$429K Buy
14,231
+614
+5% +$17.4K 0.02% 221
2025
Q1 		$375K Sell
13,617
-1,030
-7% -$28.2K 0.02% 223
2024
Q4 		$390K Buy
14,647
+2,174
+17% +$61.4K 0.02% 201
2024
Q3 		$364K Sell
12,473
-1,346
-10% -$36.4K 0.02% 202
2024
Q2 		$367K Sell
13,819
-11,166
-45% -$291K 0.02% 180
2024
Q1 		$631K Buy
24,985
+1,759
+8% +$43.2K 0.05% 128
2023
Q4 		$576K Sell
23,226
-2,335
-9% -$56.1K 0.05% 111
2023
Q3 		$612K Sell
25,561
-953
-4% -$23.6K 0.07% 84
2023
Q2 		$653K Sell
26,514
-303
-1% -$7.4K 0.07% 83
2023
Q1 		$658K Buy
26,817
+8,990
+50% +$223K 0.07% 74
2022
Q4 		$422K Sell
17,827
-14
-0.1% -$326 0.05% 97
2022
Q3 		$400K Buy
17,841
+814
+5% +$20.1K 0.05% 95
2022
Q2 		$432K Sell
17,027
-2,499
-13% -$65.3K 0.05% 78
2022
Q1 		$542K Sell
19,526
-3,266
-14% -$94.5K 0.06% 69
2021
Q4 		$675K Buy
22,792
+681
+3% +$20.8K 0.07% 61
2021
Q3 		$674K Buy
22,111
+214
+1% +$6.69K 0.08% 49
2021
Q2 		$720K Sell
21,897
-780
-3% -$25.3K 0.08% 53
2021
Q1 		$721K Sell
22,677
-4,974
-18% -$162K 0.1% 40
2020
Q4 		$848K Sell
27,651
-306
-1% -$8.87K 0.12% 32
2020
Q3 		$748K Sell
27,957
-3,203
-10% -$85.6K 0.12% 35
2020
Q2 		$759K Sell
31,160
-12,135
-28% -$276K 0.14% 34
2020
Q1 		$896K Sell
43,295
-262,651
-86% -$6.57M 0.21% 25
2019
Q4 		$8.37M Buy
305,946
+1,086
+0.4% +$28.6K 1.67% 12
2019
Q3 		$7.66M Sell
304,860
-13,169
-4% -$335K 1.62% 11
2019
Q2 		$8.35M Buy
318,029
+16,391
+5% +$425K 1.89% 12
2019
Q1 		$7.85M Buy
301,638
+14,340
+5% +$363K 1.89% 12
2018
Q4 		$6.76M Buy
287,298
+13,919
+5% +$337K 1.81% 12
2018
Q3 		$7.03M Buy
273,379
+14,480
+6% +$375K 1.81% 11
2018
Q2 		$6.7M Buy
258,899
+38,314
+17% +$1.05M 1.81% 11
2018
Q1 		$6.33M Sell
220,585
-377
-0.2% -$11K 1.72% 11
2017
Q4 		$6.17M Sell
220,962
-6,920
-3% -$191K 1.69% 11
2017
Q3 		$6.13M Buy
227,882
+2,068
+0.9% +$54.7K 1.75% 11
2017
Q2 		$5.61M Buy
225,814
+1,909
+0.9% +$46.9K 1.69% 11
2017
Q1 		$5.37M Buy
223,905
+10,774
+5% +$251K 1.63% 15
2016
Q4 		$4.59M Buy
213,131
+37,574
+21% +$841K 1.47% 15
2016
Q3 		$4.05M Buy
175,557
+7,791
+5% +$176K 1.31% 16
2016
Q2 		$3.57M Buy
167,766
+1,366
+0.8% +$28.1K 1.21% 16
2016
Q1 		$3.46M Buy
166,400
+18,855
+13% +$354K 1.22% 16
2015
Q4 		$2.88M Buy
147,545
+14,559
+11% +$305K 1.06% 16
2015
Q3 		$2.69M Buy
132,986
+13,083
+11% +$286K 1.18% 16
2015
Q2 		$2.95M Buy
119,903
+4,293
+4% +$110K 1.21% 17
2015
Q1 		$2.82M Buy
115,610
+8,300
+8% +$202K 1.12% 19
2014
Q4 		$2.56M Buy
107,310
+9,222
+9% +$230K 0.79% 22
2014
Q3 		$2.49M Sell
98,088
-1,028
-1% -$27.6K 0.78% 23
2014
Q2 		$2.58M Buy
99,116
+2,792
+3% +$70.4K 0.78% 24
2014
Q1 		$2.34M Buy
96,324
+8,684
+10% +$201K 0.76% 25
2013
Q4 		$2.16M Sell
87,640
-9,249
-10% -$232K 0.77% 26
2013
Q3 		$2.38M Sell
96,889
-11,622
-11% -$278K 0.86% 26
2013
Q2 		$2.53M Buy
+108,511
New +$2.71M 1.04% 26

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 $11.5B AUM 18.82% 1-Year Est. Return

Retirement Planning Group (Kansas)'s SCHE Position: Q1 2026 in Review

Retirement Planning Group (Kansas) reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 2.2% in Q1 2026, selling an estimated $10.6K and leaving 13,947 shares worth $460K. The position accounts for 0.01% of the portfolio, ranked #314.

Retirement Planning Group (Kansas) first reported a position in SCHE in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.37M in Q4 2019. 865 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Retirement Planning Group (Kansas) held 13,947 shares of Schwab Emerging Markets Equity ETF worth $460K as of Q1 2026.
  • Retirement Planning Group (Kansas) sold 309 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $10.6K.
  • Schwab Emerging Markets Equity ETF made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #314 holding.
  • Retirement Planning Group (Kansas) first reported a position in Schwab Emerging Markets Equity ETF in Q2 2013 and has held it in 52 quarters since.
  • Retirement Planning Group (Kansas)'s Schwab Emerging Markets Equity ETF position peaked at $8.37M in Q4 2019.
  • 865 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.