SFS
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Summit Financial Strategies’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Summit Financial Strategies’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 		$429K Sell
11,819
-12,258
-51% -$438K 0.03% 107
2026
Q1 		$793K Buy
24,077
+10,964
+84% +$374K 0.06% 75
2025
Q4 		$429K Sell
13,113
-230
-2% -$7.67K 0.04% 104
2025
Q3 		$445K Sell
13,343
-517
-4% -$16.3K 0.04% 99
2025
Q2 		$418K Sell
13,860
-313
-2% -$8.86K 0.04% 96
2025
Q1 		$391K Sell
14,173
-93
-0.7% -$2.54K 0.04% 97
2024
Q4 		$380K Sell
14,266
-35
-0.2% -$988 0.04% 97
2024
Q3 		$417K Sell
14,301
-740
-5% -$20K 0.05% 91
2024
Q2 		$399K Sell
15,041
-64
-0.4% -$1.67K 0.05% 94
2024
Q1 		$381K Buy
15,105
+272
+2% +$6.68K 0.05% 95
2023
Q4 		$368K Sell
14,833
-146
-1% -$3.51K 0.06% 96
2023
Q3 		$359K Sell
14,979
-721
-5% -$17.9K 0.07% 89
2023
Q2 		$387K Buy
15,700
+109
+0.7% +$2.66K 0.07% 85
2023
Q1 		$382K Sell
15,591
-1,615
-9% -$40K 0.08% 82
2022
Q4 		$407K Buy
17,206
+1,803
+12% +$42K 0.09% 76
2022
Q3 		$345K Sell
15,403
-1,092
-7% -$27K 0.08% 80
2022
Q2 		$419K Buy
16,495
+394
+2% +$10.3K 0.1% 69
2022
Q1 		$447K Buy
16,101
+909
+6% +$26.3K 0.09% 67
2021
Q4 		$450K Sell
15,192
-172
-1% -$5.25K 0.09% 69
2021
Q3 		$468K Buy
15,364
+38
+0.2% +$1.19K 0.09% 66
2021
Q2 		$504K Buy
15,326
+3,759
+32% +$122K 0.1% 63
2021
Q1 		$368K Sell
11,567
-537
-4% -$17.5K 0.13% 44
2020
Q4 		$371K Sell
12,104
-8
-0.1% -$232 0.13% 55
2020
Q3 		$324K Sell
12,112
-16
-0.1% -$427 0.13% 55
2020
Q2 		$295K Buy
+12,128
New +$276K 0.13% 59
2020
Q1 		– Sell
-7,896
Closed -$216K – 67
2019
Q4 		$216K Buy
+7,896
New +$208K 0.11% 55
2019
Q3 		– Sell
-8,436
Closed -$221K – 62
2019
Q2 		$221K Buy
8,436
+65
+0.8% +$1.68K 0.11% 51
2019
Q1 		$218K Buy
+8,371
New +$212K 0.11% 52
2018
Q4 		– Sell
-7,976
Closed -$205K – 64
2018
Q3 		$205K Buy
7,976
+134
+2% +$3.47K 0.09% 57
2018
Q2 		$203K Buy
7,842
+48
+0.6% +$1.32K 0.1% 55
2018
Q1 		$224K Sell
7,794
-205
-3% -$6.01K 0.12% 46
2017
Q4 		$223K Sell
7,999
-148
-2% -$4.08K 0.12% 50
2017
Q3 		$219K Sell
8,147
-5,359
-40% -$142K 0.13% 46
2017
Q2 		$336K Buy
13,506
+5,132
+61% +$126K 0.2% 33
2017
Q1 		$201K Buy
+8,374
New +$195K 0.15% 38
2016
Q3 		– Sell
-10,319
Closed -$220K – 46
2016
Q2 		$220K Sell
10,319
-295
-3% -$6.06K 0.16% 37
2016
Q1 		$220K Sell
10,614
-2,988
-22% -$56.2K 0.16% 38
2015
Q4 		$265K Buy
13,602
+1,685
+14% +$35.3K 0.21% 39
2015
Q3 		$241K Buy
+11,917
New +$261K 0.2% 40

Other funds holding SCHE

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Summit Financial Strategies's SCHE Position: Q2 2026 in Review

Summit Financial Strategies reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 51% in Q2 2026, selling an estimated $438K and leaving 11,819 shares worth $429K. The position accounts for 0.03% of the portfolio, ranked #107.

Summit Financial Strategies first reported a position in SCHE in Q3 2015 and has held it in 39 quarters since. The position peaked at $793K in Q1 2026. 603 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Summit Financial Strategies held 11,819 shares of Schwab Emerging Markets Equity ETF worth $429K as of Q2 2026.
  • Summit Financial Strategies sold 12,258 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $438K.
  • Schwab Emerging Markets Equity ETF made up 0.03% of Summit Financial Strategies's portfolio in Q2 2026, its #107 holding.
  • Summit Financial Strategies first reported a position in Schwab Emerging Markets Equity ETF in Q3 2015 and has held it in 39 quarters since.
  • Summit Financial Strategies's Schwab Emerging Markets Equity ETF position peaked at $793K in Q1 2026.
  • 603 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.