Rollins Financial Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Rollins Financial Advisors’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	–	Sell	-6,711	Closed	-$221K	–	175
2026 Q1	$221K	Sell	6,711 -2,798	-29%	-$95.5K	0.04%	153
2025 Q4	$311K	Buy	9,509 +903	+10%	+$30.1K	0.05%	124
2025 Q3	$287K	Buy	8,606 +1,300	+18%	+$41K	0.04%	121
2025 Q2	$220K	Buy	+7,306	New	+$207K	0.04%	130
2024 Q1	–	Sell	-10,131	Closed	-$251K	–	122
2023 Q4	$251K	Buy	+10,131	New	+$244K	0.05%	91

Other funds holding SCHE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Rollins Financial Advisors's SCHE Position: Q2 2026 in Review

Rollins Financial Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2026, closing a stake of 6,711 shares — an estimated $221K sold.

Rollins Financial Advisors first reported a position in SCHE in Q4 2023 and held it in 5 quarters. The position peaked at $311K in Q4 2025. 896 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Rollins Financial Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2026 after selling out during the quarter.
Rollins Financial Advisors sold 6,711 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $221K.
Rollins Financial Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2023 and held it in 5 quarters.
Rollins Financial Advisors's Schwab Emerging Markets Equity ETF position peaked at $311K in Q4 2025.
896 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Rollins Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.