SYM Financial Corp’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

SYM Financial Corp’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 Q3	$552K	Sell	15,143 -526	-3%	-$19.2K	0.04%	150
2026 Q2	$568K	Hold	15,669	–	–	0.05%	127
2026 Q1	$516K	Sell	15,669 -1,497	-9%	-$51.1K	0.05%	125
2025 Q4	$562K	Buy	17,166 +1,432	+9%	+$47.8K	0.06%	117
2025 Q3	$525K	Sell	15,734 -135	-0.9%	-$4.25K	0.06%	111
2025 Q2	$478K	Sell	15,869 -730	-4%	-$20.7K	0.05%	128
2025 Q1	$458K	Buy	16,599 +15,765	+1,890%	+$431K	0.06%	118
2024 Q4	$22.2K	Hold	834	–	–	﹤0.01%	302
2024 Q3	$24.3K	Hold	834	–	–	﹤0.01%	241
2024 Q2	$22.2K	Buy	+834	New	+$21.7K	﹤0.01%	228
2023 Q3	–	Sell	-18	Closed	-$443	–	195
2023 Q2	$443	Buy	+18	New	+$440	﹤0.01%	122
2022 Q4	–	Sell	-11	Closed	–	–	127
2022 Q3	$0	Buy	+11	New	+$272	﹤0.01%	118
2022 Q2	–	Sell	-1,477	Closed	-$41K	–	125
2022 Q1	$41K	Hold	1,477	–	–	0.02%	85
2021 Q4	$44K	Hold	1,477	–	–	0.02%	82
2021 Q3	$45K	Buy	+1,477	New	+$46.2K	0.03%	83
2021 Q1	–	Sell	-232	Closed	-$7K	–	87
2020 Q4	$7K	Buy	+232	New	+$6.73K	0.01%	69

Other funds holding SCHE

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

SYM Financial Corp's SCHE Position: Q3 2026 in Review

SYM Financial Corp reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 3.4% in Q3 2026, selling an estimated $19.2K and leaving 15,143 shares worth $552K. The position accounts for 0.04% of the portfolio, ranked #150.

SYM Financial Corp first reported a position in SCHE in Q4 2020 and has held it in 16 quarters since. The position peaked at $568K in Q2 2026. 552 funds tracked by Wall St. Rank hold SCHE as of Q3 2026.

SYM Financial Corp held 15,143 shares of Schwab Emerging Markets Equity ETF worth $552K as of Q3 2026.
SYM Financial Corp sold 526 Schwab Emerging Markets Equity ETF shares in Q3 2026, an estimated $19.2K.
Schwab Emerging Markets Equity ETF made up 0.04% of SYM Financial Corp's portfolio in Q3 2026, its #150 holding.
SYM Financial Corp first reported a position in Schwab Emerging Markets Equity ETF in Q4 2020 and has held it in 16 quarters since.
SYM Financial Corp's Schwab Emerging Markets Equity ETF position peaked at $568K in Q2 2026.
552 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.