Simplicity Wealth’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Simplicity Wealth’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	$734K	Sell	20,232 -779	-4%	-$27.8K	0.02%	522
2026 Q1	$692K	Sell	21,011 -11,328	-35%	-$387K	0.04%	371
2025 Q4	$1.06M	Sell	32,339 -2,039	-6%	-$68K	0.06%	267
2025 Q3	$1.15M	Buy	+34,378	New	+$1.08M	0.07%	267
2025 Q2	–	Sell	-7,869	Closed	-$217K	–	652
2025 Q1	$217K	Buy	+7,869	New	+$215K	0.02%	510

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 $104B AUM 28.3% 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

Simplicity Wealth's SCHE Position: Q2 2026 in Review

Simplicity Wealth reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 3.7% in Q2 2026, selling an estimated $27.8K and leaving 20,232 shares worth $734K. The position accounts for 0.02% of the portfolio, ranked #522.

Simplicity Wealth first reported a position in SCHE in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.15M in Q3 2025. 896 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Simplicity Wealth held 20,232 shares of Schwab Emerging Markets Equity ETF worth $734K as of Q2 2026.
Simplicity Wealth sold 779 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $27.8K.
Schwab Emerging Markets Equity ETF made up 0.02% of Simplicity Wealth's portfolio in Q2 2026, its #522 holding.
Simplicity Wealth first reported a position in Schwab Emerging Markets Equity ETF in Q1 2025 and has held it in 5 quarters since.
Simplicity Wealth's Schwab Emerging Markets Equity ETF position peaked at $1.15M in Q3 2025.
896 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.