Successful Portfolios’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Successful Portfolios’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	$318K	Buy	8,712 +1,036	+13%	+$37K	0.15%	133
2026 Q1	$251K	Buy	7,676 +1,175	+18%	+$40.1K	0.14%	149
2025 Q4	$220K	Buy	6,501 +7	+0.1%	+$233	0.11%	168
2025 Q3	$217K	Buy	+6,494	New	+$205K	0.13%	157
2024 Q4	–	Sell	-7,259	Closed	-$212K	–	169
2024 Q3	$212K	Sell	7,259 -1,875	-21%	-$50.8K	0.14%	148
2024 Q2	$243K	Sell	9,134 -792	-8%	-$20.6K	0.17%	122
2024 Q1	$251K	Sell	9,926 -1,163	-10%	-$28.6K	0.17%	128
2023 Q4	$275K	Sell	11,089 -413	-4%	-$9.93K	0.21%	118
2023 Q3	$275K	Sell	11,502 -122	-1%	-$3.02K	0.24%	97
2023 Q2	$286K	Sell	11,624 -8,870	-43%	-$217K	0.25%	93
2023 Q1	$503K	Sell	20,494 -2,581	-11%	-$63.9K	0.32%	73
2022 Q4	$546K	Buy	23,075 +842	+4%	+$19.6K	0.36%	69
2022 Q3	$498K	Sell	22,233 -631	-3%	-$15.6K	0.36%	72
2022 Q2	$580K	Sell	22,864 -847	-4%	-$22.1K	0.39%	64
2022 Q1	$658K	Sell	23,711 -760	-3%	-$22K	0.37%	64
2021 Q4	$725K	Sell	24,471 -484	-2%	-$14.8K	0.39%	59
2021 Q3	$761K	Sell	24,955 -67	-0.3%	-$2.09K	0.45%	54
2021 Q2	$823K	Sell	25,022 -1,127	-4%	-$36.6K	0.5%	50
2021 Q1	$831K	Hold	26,149	–	–	0.55%	48
2020 Q4	$801K	Sell	26,149 -290	-1%	-$8.41K	0.57%	47
2020 Q3	$707K	Sell	26,439 -934	-3%	-$25K	0.56%	47
2020 Q2	$667K	Sell	27,373 -9,647	-26%	-$219K	0.59%	46
2020 Q1	$766K	Sell	37,020 -8,306	-18%	-$208K	0.77%	36
2019 Q4	$1.24M	Buy	45,326 +1,919	+4%	+$50.6K	1.1%	20
2019 Q3	$1.09M	Buy	43,407 +7,737	+22%	+$197K	1.03%	23
2019 Q2	$936K	Sell	35,670 -625	-2%	-$16.2K	1%	26
2019 Q1	$944K	Buy	36,295 +2,177	+6%	+$55.2K	1.03%	26
2018 Q4	$803K	Buy	34,118 +1,655	+5%	+$40.1K	1.03%	29
2018 Q3	$835K	Sell	32,463 -583	-2%	-$15.1K	0.91%	30
2018 Q2	$856K	Buy	33,046 +75	+0.2%	+$2.06K	1%	28
2018 Q1	$946K	Buy	32,971 +10,782	+49%	+$316K	1.15%	21
2017 Q4	$620K	Buy	+22,189	New	+$612K	0.77%	40

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

Successful Portfolios's SCHE Position: Q2 2026 in Review

Successful Portfolios increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 13% in Q2 2026, buying an estimated $37K and bringing the position to 8,712 shares worth $318K. The position accounts for 0.15% of the portfolio, ranked #133.

Successful Portfolios first reported a position in SCHE in Q4 2017 and has held it in 32 quarters since. The position peaked at $1.24M in Q4 2019. 896 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Successful Portfolios held 8,712 shares of Schwab Emerging Markets Equity ETF worth $318K as of Q2 2026.
Successful Portfolios bought 1,036 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $37K.
Schwab Emerging Markets Equity ETF made up 0.15% of Successful Portfolios's portfolio in Q2 2026, its #133 holding.
Successful Portfolios first reported a position in Schwab Emerging Markets Equity ETF in Q4 2017 and has held it in 32 quarters since.
Successful Portfolios's Schwab Emerging Markets Equity ETF position peaked at $1.24M in Q4 2019.
896 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Successful Portfolios's 13F filing for Q2 2026, filed 14 Jul 2026.