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

Rossby Financial’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 		$174K Sell
4,790
-3
-0.1% -$107 0.03% 424
2026
Q1 		$158K Sell
4,793
-153
-3% -$5.22K 0.03% 430
2025
Q4 		$162K Buy
4,946
+1,740
+54% +$58K 0.05% 314
2025
Q3 		$108K Sell
3,206
-143
-4% -$4.5K 0.04% 382
2025
Q2 		$101K Sell
3,349
-30
-0.9% -$849 0.04% 361
2025
Q1 		$92.7K Buy
+3,379
New +$92.5K 0.04% 356

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
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

Rossby Financial's SCHE Position: Q2 2026 in Review

Rossby Financial reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 0.06% in Q2 2026, selling an estimated $107 and leaving 4,790 shares worth $174K. The position accounts for 0.03% of the portfolio, ranked #424.

Rossby Financial first reported a position in SCHE in Q1 2025 and has held it in 6 quarters since. 896 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Rossby Financial held 4,790 shares of Schwab Emerging Markets Equity ETF worth $174K as of Q2 2026.
  • Rossby Financial sold 3 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $107.
  • Schwab Emerging Markets Equity ETF made up 0.03% of Rossby Financial's portfolio in Q2 2026, its #424 holding.
  • Rossby Financial first reported a position in Schwab Emerging Markets Equity ETF in Q1 2025 and has held it in 6 quarters since.
  • 896 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

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