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

Schaeffer 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
Q1 		$328K Hold
9,944
– – 0.28% 16
2025
Q4 		$326K Buy
9,944
+112
+1% +$3.73K 0.28% 13
2025
Q3 		$328K Hold
9,832
– – 0.3% 12
2025
Q2 		$296K Buy
9,832
+12
+0.1% +$340 0.29% 12
2025
Q1 		$271K Buy
9,820
+179
+2% +$4.9K 0.3% 12
2024
Q4 		$257K Buy
9,641
+266
+3% +$7.51K 0.26% 14
2024
Q3 		$274K Buy
9,375
+12
+0.1% +$325 0.28% 13
2024
Q2 		$249K Hold
9,363
– – 0.27% 15
2024
Q1 		$236K Sell
9,363
-781
-8% -$19.2K 0.24% 15
2023
Q4 		$251K Buy
+10,144
New +$244K 0.27% 15
2022
Q3 		$219K Buy
9,795
+205
+2% +$5.07K 0.41% 11
2022
Q2 		$243K Sell
9,590
-2,319
-19% -$60.6K 0.39% 11
2022
Q1 		$331K Buy
11,909
+152
+1% +$4.4K 0.45% 11
2021
Q4 		$348K Buy
+11,757
New +$359K 0.44% 11

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

Schaeffer Financial's SCHE Position: Q1 2026 in Review

Schaeffer Financial held its Schwab Emerging Markets Equity ETF (SCHE) position steady in Q1 2026 at 9,944 shares worth $328K. The position accounts for 0.28% of the portfolio, ranked #16.

Schaeffer Financial first reported a position in SCHE in Q4 2021 and has held it in 14 quarters since. The position peaked at $348K in Q4 2021. 865 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Schaeffer Financial held 9,944 shares of Schwab Emerging Markets Equity ETF worth $328K as of Q1 2026.
  • Schaeffer Financial left its Schwab Emerging Markets Equity ETF share count unchanged in Q1 2026.
  • Schwab Emerging Markets Equity ETF made up 0.28% of Schaeffer Financial's portfolio in Q1 2026, its #16 holding.
  • Schaeffer Financial first reported a position in Schwab Emerging Markets Equity ETF in Q4 2021 and has held it in 14 quarters since.
  • Schaeffer Financial's Schwab Emerging Markets Equity ETF position peaked at $348K in Q4 2021.
  • 865 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Schaeffer Financial's 13F filing for Q1 2026, filed 27 Apr 2026.