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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
Q2 		$361K Buy
9,956
+12
+0.1% +$428 0.28% 16
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 $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

Schaeffer Financial's SCHE Position: Q2 2026 in Review

Schaeffer Financial increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 0.12% in Q2 2026, buying an estimated $428 and bringing the position to 9,956 shares worth $361K. 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 15 quarters since. 896 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Schaeffer Financial held 9,956 shares of Schwab Emerging Markets Equity ETF worth $361K as of Q2 2026.
  • Schaeffer Financial bought 12 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $428.
  • Schwab Emerging Markets Equity ETF made up 0.28% of Schaeffer Financial's portfolio in Q2 2026, its #16 holding.
  • Schaeffer Financial first reported a position in Schwab Emerging Markets Equity ETF in Q4 2021 and has held it in 15 quarters since.
  • 896 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Schaeffer Financial's 13F filing for Q2 2026, filed 3 Aug 2026.