SFP
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Sterling Financial Planning’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Sterling Financial Planning’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 		$485K Sell
13,381
-1,639
-11% -$58.5K 0.13% 75
2026
Q1 		$495K Sell
15,020
-215
-1% -$7.34K 0.15% 72
2025
Q4 		$499K Sell
15,235
-415
-3% -$13.8K 0.15% 71
2025
Q3 		$522K Sell
15,650
-558
-3% -$17.6K 0.16% 72
2025
Q2 		$488K Sell
16,208
-1,815
-10% -$51.4K 0.16% 72
2025
Q1 		$497K Sell
18,023
-7,927
-31% -$217K 0.18% 72
2024
Q4 		$691K Buy
25,950
+7,909
+44% +$223K 0.25% 55
2024
Q3 		$526K Sell
18,041
-1,118
-6% -$30.3K 0.19% 71
2024
Q2 		$509K Buy
19,159
+4
+0% +$104 0.21% 66
2024
Q1 		$484K Sell
19,155
-609
-3% -$15K 0.2% 72
2023
Q4 		$490K Sell
19,764
-2,392
-11% -$57.5K 0.21% 70
2023
Q3 		$530K Sell
22,156
-762
-3% -$18.9K 0.27% 56
2023
Q2 		$564K Sell
22,918
-703
-3% -$17.2K 0.28% 57
2023
Q1 		$579K Sell
23,621
-464
-2% -$11.5K 0.31% 56
2022
Q4 		$570K Buy
24,085
+111
+0.5% +$2.58K 0.34% 52
2022
Q3 		$537K Buy
23,974
+5,859
+32% +$145K 0.38% 52
2022
Q2 		$460K Sell
18,115
-1,182
-6% -$30.9K 0.32% 55
2022
Q1 		$536K Buy
19,297
+1,335
+7% +$38.6K 0.34% 51
2021
Q4 		$532K Buy
17,962
+606
+3% +$18.5K 0.33% 53
2021
Q3 		$529K Buy
17,356
+791
+5% +$24.7K 0.34% 48
2021
Q2 		$545K Buy
16,565
+9,626
+139% +$312K 0.35% 44
2021
Q1 		$221K Buy
6,939
+3,513
+103% +$114K 0.16% 72
2020
Q4 		$105K Buy
+3,426
New +$99.3K 0.08% 102

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 $103B AUM 28.65% 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

Sterling Financial Planning's SCHE Position: Q2 2026 in Review

Sterling Financial Planning reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 11% in Q2 2026, selling an estimated $58.5K and leaving 13,381 shares worth $485K. The position accounts for 0.13% of the portfolio, ranked #75.

Sterling Financial Planning first reported a position in SCHE in Q4 2020 and has held it in 23 quarters since. The position peaked at $691K in Q4 2024. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Sterling Financial Planning held 13,381 shares of Schwab Emerging Markets Equity ETF worth $485K as of Q2 2026.
  • Sterling Financial Planning sold 1,639 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $58.5K.
  • Schwab Emerging Markets Equity ETF made up 0.13% of Sterling Financial Planning's portfolio in Q2 2026, its #75 holding.
  • Sterling Financial Planning first reported a position in Schwab Emerging Markets Equity ETF in Q4 2020 and has held it in 23 quarters since.
  • Sterling Financial Planning's Schwab Emerging Markets Equity ETF position peaked at $691K in Q4 2024.
  • 892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Sterling Financial Planning's 13F filing for Q2 2026, filed 11 Aug 2026.