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

Sherwood Financial Partners’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	$7.83M	Buy	215,853 +1,168	+0.5%	+$41.7K	6.3%	5
2026 Q1	$7.07M	Sell	214,685 -8,992	-4%	-$307K	6.25%	5
2025 Q4	$7.33M	Sell	223,677 -573	-0.3%	-$19.1K	6.31%	5
2025 Q3	$7.48M	Sell	224,250 -2,214	-1%	-$69.8K	6.53%	5
2025 Q2	$6.83M	Sell	226,464 -8,251	-4%	-$234K	6.25%	5
2025 Q1	$6.47M	Buy	234,715 +2,580	+1%	+$70.6K	6.28%	5
2024 Q4	$6.18M	Buy	+232,135	New	+$6.55M	6.14%	5

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 $103B AUM 28.65% 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

Sherwood Financial Partners's SCHE Position: Q2 2026 in Review

Sherwood Financial Partners increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 0.54% in Q2 2026, buying an estimated $41.7K and bringing the position to 215,853 shares worth $7.83M. The position accounts for 6.3% of the portfolio, ranked #5.

Sherwood Financial Partners first reported a position in SCHE in Q4 2024 and has held it in 7 quarters since. 890 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Sherwood Financial Partners held 215,853 shares of Schwab Emerging Markets Equity ETF worth $7.83M as of Q2 2026.
Sherwood Financial Partners bought 1,168 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $41.7K.
Schwab Emerging Markets Equity ETF made up 6.3% of Sherwood Financial Partners's portfolio in Q2 2026, its #5 holding.
Sherwood Financial Partners first reported a position in Schwab Emerging Markets Equity ETF in Q4 2024 and has held it in 7 quarters since.
890 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Sherwood Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.