Transamerica Financial Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Transamerica Financial Advisors’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	$3.96K	Buy	+109	New	+$3.89K	﹤0.01%	1180
2024 Q1	–	Sell	-1	Closed	-$1K	–	682
2023 Q4	$1K	Hold	1	–	–	﹤0.01%	561
2023 Q3	$1K	Hold	1	–	–	﹤0.01%	582
2023 Q2	$1K	Hold	1	–	–	﹤0.01%	554
2023 Q1	$1K	Hold	1	–	–	﹤0.01%	539
2022 Q4	$1K	Hold	1	–	–	﹤0.01%	622
2022 Q3	$1K	Sell	1 -52	-98%	-$1.28K	﹤0.01%	585
2022 Q2	$2K	Buy	+53	New	+$1.39K	﹤0.01%	396
2016 Q2	–	Sell	-4,050	Closed	-$85K	–	663
2016 Q1	$85K	Buy	+4,050	New	+$76.1K	0.01%	325

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

Transamerica Financial Advisors's SCHE Position: Q2 2026 in Review

Transamerica Financial Advisors opened a new position in Schwab Emerging Markets Equity ETF (SCHE) in Q2 2026: 109 shares worth $3.96K. The stake represents ﹤0.01% of the portfolio and ranks #1180 among its holdings. This is a return to the name: Transamerica Financial Advisors previously reported a position in SCHE as recently as Q4 2023.

Transamerica Financial Advisors first reported a position in SCHE in Q1 2016 and has held it in 9 quarters since. The position peaked at $85K in Q1 2016. 899 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Transamerica Financial Advisors held 109 shares of Schwab Emerging Markets Equity ETF worth $3.96K as of Q2 2026.
Schwab Emerging Markets Equity ETF was a new Transamerica Financial Advisors position in Q2 2026.
Schwab Emerging Markets Equity ETF made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1180 holding.
Transamerica Financial Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q1 2016 and has held it in 9 quarters since.
Transamerica Financial Advisors's Schwab Emerging Markets Equity ETF position peaked at $85K in Q1 2016.
899 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.