TFC Financial Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

TFC Financial Management’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 Q1	$43.1K	Hold	1,307	–	–	0.01%	289
2025 Q4	$42.8K	Hold	1,307	–	–	0.01%	285
2025 Q3	$43.6K	Hold	1,307	–	–	0.01%	283
2025 Q2	$39.4K	Hold	1,307	–	–	0.01%	281
2025 Q1	$36K	Hold	1,307	–	–	0.01%	278
2024 Q4	$34.8K	Hold	1,307	–	–	0.01%	275
2024 Q3	$38.1K	Hold	1,307	–	–	0.01%	276
2024 Q2	$34.7K	Hold	1,307	–	–	0.01%	267
2024 Q1	$33K	Hold	1,307	–	–	0.01%	265
2023 Q4	$32.4K	Hold	1,307	–	–	0.01%	256
2023 Q3	$31.3K	Sell	1,307 -408	-24%	-$10.1K	0.01%	250
2023 Q2	$42.2K	Hold	1,715	–	–	0.01%	231
2023 Q1	$42.1K	Sell	1,715 -362	-17%	-$8.97K	0.01%	251
2022 Q4	$49.2K	Hold	2,077	–	–	0.01%	204
2022 Q3	$47K	Hold	2,077	–	–	0.01%	203
2022 Q2	$53K	Hold	2,077	–	–	0.02%	201
2022 Q1	$58K	Sell	2,077 -663	-24%	-$19.2K	0.02%	197
2021 Q4	$81K	Hold	2,740	–	–	0.02%	181
2021 Q3	$84K	Sell	2,740 -945	-26%	-$29.5K	0.03%	178
2021 Q2	$121K	Hold	3,685	–	–	0.04%	136
2021 Q1	$117K	Hold	3,685	–	–	0.05%	129
2020 Q4	$113K	Buy	3,685 +3,635	+7,270%	+$105K	0.05%	131
2020 Q3	$1K	Buy	+50	New	+$1.34K	﹤0.01%	493

Other funds holding SCHE

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

TFC Financial Management's SCHE Position: Q1 2026 in Review

TFC Financial Management held its Schwab Emerging Markets Equity ETF (SCHE) position steady in Q1 2026 at 1,307 shares worth $43.1K. The position accounts for 0.01% of the portfolio, ranked #289.

TFC Financial Management first reported a position in SCHE in Q3 2020 and has held it in 23 quarters since. The position peaked at $121K in Q2 2021. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

TFC Financial Management held 1,307 shares of Schwab Emerging Markets Equity ETF worth $43.1K as of Q1 2026.
TFC Financial Management left its Schwab Emerging Markets Equity ETF share count unchanged in Q1 2026.
Schwab Emerging Markets Equity ETF made up 0.01% of TFC Financial Management's portfolio in Q1 2026, its #289 holding.
TFC Financial Management first reported a position in Schwab Emerging Markets Equity ETF in Q3 2020 and has held it in 23 quarters since.
TFC Financial Management's Schwab Emerging Markets Equity ETF position peaked at $121K in Q2 2021.
864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.