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 Q3	$363K	Hold	9,956	–	–	0.28%	19
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%	+$3.74K	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

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Rainey & Randall Wealth Advisors Celebration, Florida $698M AUM 11.67% 1-Year Est. Return

BlueSky Wealth Advisors New Bern, North Carolina $865M AUM 9.64% 1-Year Est. Return

Schaeffer Financial's SCHE Position: Q3 2026 in Review

Schaeffer Financial held its Schwab Emerging Markets Equity ETF (SCHE) position steady in Q3 2026 at 9,956 shares worth $363K. The position accounts for 0.28% of the portfolio, ranked #19.

Schaeffer Financial first reported a position in SCHE in Q4 2021 and has held it in 16 quarters since. 414 funds tracked by Wall St. Rank hold SCHE as of Q3 2026.

Schaeffer Financial held 9,956 shares of Schwab Emerging Markets Equity ETF worth $363K as of Q3 2026.
Schaeffer Financial left its Schwab Emerging Markets Equity ETF share count unchanged in Q3 2026.
Schwab Emerging Markets Equity ETF made up 0.28% of Schaeffer Financial's portfolio in Q3 2026, its #19 holding.
Schaeffer Financial first reported a position in Schwab Emerging Markets Equity ETF in Q4 2021 and has held it in 16 quarters since.
414 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2026.

Based on Schaeffer Financial's 13F filing for Q3 2026, filed 23 Oct 2026.