SFP
SCHE icon

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

Strategic 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 		$3.26M Buy
+89,994
New +$3.21M 1.7% 16
2026
Q1 		– Sell
-101,832
Closed -$3.34M – 45
2025
Q4 		$3.34M Sell
101,832
-1,112
-1% -$37.1K 1.9% 15
2025
Q3 		$3.44M Sell
102,944
-2,218
-2% -$69.9K 1.99% 14
2025
Q2 		$3.17M Sell
105,162
-393
-0.4% -$11.1K 1.97% 15
2025
Q1 		$2.91M Sell
105,555
-2,226
-2% -$60.9K 2.01% 15
2024
Q4 		$2.87M Sell
107,781
-1,200
-1% -$33.9K 1.96% 15
2024
Q3 		$3.18M Sell
108,981
-4,761
-4% -$129K 2.1% 14
2024
Q2 		$3.02M Sell
113,742
-18,723
-14% -$488K 2.18% 14
2024
Q1 		$3.34M Sell
132,465
-6,773
-5% -$166K 2.5% 14
2023
Q4 		$3.45M Buy
139,238
+1,210
+0.9% +$29.1K 2.7% 13
2023
Q3 		$3.3M Sell
138,028
-3,539
-2% -$87.7K 3.04% 12
2023
Q2 		$3.49M Sell
141,567
-1,138
-0.8% -$27.8K 3.09% 12
2023
Q1 		$3.5M Sell
142,705
-2,993
-2% -$74.2K 3.2% 12
2022
Q4 		$3.45M Sell
145,698
-67,850
-32% -$1.58M 3.34% 12
2022
Q3 		$4.78M Sell
213,548
-4,313
-2% -$107K 4.98% 7
2022
Q2 		$5.53M Buy
217,861
+4,276
+2% +$112K 5.32% 7
2022
Q1 		$5.93M Sell
213,585
-35,647
-14% -$1.03M 4.93% 7
2021
Q4 		$7.38M Buy
249,232
+27,163
+12% +$830K 5.3% 7
2021
Q3 		$6.77M Buy
222,069
+1,980
+0.9% +$61.9K 4.95% 7
2021
Q2 		$7.24M Sell
220,089
-7,224
-3% -$234K 5.22% 7
2021
Q1 		$7.22M Buy
227,313
+5,479
+2% +$178K 5.39% 7
2020
Q4 		$6.8M Sell
221,834
-1,954
-0.9% -$56.7K 5.96% 5
2020
Q3 		$5.99M Sell
223,788
-1,378
-0.6% -$36.8K 6.23% 5
2020
Q2 		$5.48M Buy
225,166
+170,699
+313% +$3.88M 6.1% 5
2020
Q1 		$1.13M Sell
54,467
-190,326
-78% -$4.76M 1.49% 17
2019
Q4 		$6.7M Buy
+244,793
New +$6.45M 6.51% 6

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

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

Strategic Financial Planning opened a new position in Schwab Emerging Markets Equity ETF (SCHE) in Q2 2026: 89,994 shares worth $3.26M. The stake represents 1.7% of the portfolio and ranks #16 among its holdings. This is a return to the name: Strategic Financial Planning previously reported a position in SCHE as recently as Q4 2025.

Strategic Financial Planning first reported a position in SCHE in Q4 2019 and has held it in 26 quarters since. The position peaked at $7.38M in Q4 2021. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Strategic Financial Planning held 89,994 shares of Schwab Emerging Markets Equity ETF worth $3.26M as of Q2 2026.
  • Schwab Emerging Markets Equity ETF was a new Strategic Financial Planning position in Q2 2026.
  • Schwab Emerging Markets Equity ETF made up 1.7% of Strategic Financial Planning's portfolio in Q2 2026, its #16 holding.
  • Strategic Financial Planning first reported a position in Schwab Emerging Markets Equity ETF in Q4 2019 and has held it in 26 quarters since.
  • Strategic Financial Planning's Schwab Emerging Markets Equity ETF position peaked at $7.38M in Q4 2021.
  • 892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Strategic Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.