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

Snider Financial Group’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 		$286K Sell
7,874
-548
-7% -$19.6K 0.07% 94
2026
Q1 		$278K Sell
8,422
-1,350
-14% -$46.1K 0.08% 86
2025
Q4 		$320K Sell
9,772
-514
-5% -$17.1K 0.09% 87
2025
Q3 		$343K Sell
10,286
-750
-7% -$23.6K 0.09% 89
2025
Q2 		$333K Buy
11,036
+284
+3% +$8.04K 0.1% 90
2025
Q1 		$296K Hold
10,752
– – 0.1% 94
2024
Q4 		$286K Buy
+10,752
New +$304K 0.09% 97

Other funds holding SCHE

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
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return

Snider Financial Group's SCHE Position: Q2 2026 in Review

Snider Financial Group reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 6.5% in Q2 2026, selling an estimated $19.6K and leaving 7,874 shares worth $286K. The position accounts for 0.07% of the portfolio, ranked #94.

Snider Financial Group first reported a position in SCHE in Q4 2024 and has held it in 7 quarters since. The position peaked at $343K in Q3 2025. 297 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Snider Financial Group held 7,874 shares of Schwab Emerging Markets Equity ETF worth $286K as of Q2 2026.
  • Snider Financial Group sold 548 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $19.6K.
  • Schwab Emerging Markets Equity ETF made up 0.07% of Snider Financial Group's portfolio in Q2 2026, its #94 holding.
  • Snider Financial Group first reported a position in Schwab Emerging Markets Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • Snider Financial Group's Schwab Emerging Markets Equity ETF position peaked at $343K in Q3 2025.
  • 297 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Snider Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.