Tru Independence Asset Management 2’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Tru Independence Asset Management 2’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	$432K	Hold	11,910	–	–	0.23%	67
2026 Q1	$392K	Hold	11,910	–	–	0.24%	62
2025 Q4	$390K	Hold	11,910	–	–	0.24%	63
2025 Q3	$397K	Hold	11,910	–	–	0.26%	69
2025 Q2	$359K	Sell	11,910 -2,006	-14%	-$56.8K	0.25%	68
2025 Q1	$384K	Buy	+13,916	New	+$381K	0.29%	66
2022 Q3	$207K	Buy	+9,228	New	+$228K	0.22%	62

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

Tru Independence Asset Management 2's SCHE Position: Q2 2026 in Review

Tru Independence Asset Management 2 held its Schwab Emerging Markets Equity ETF (SCHE) position steady in Q2 2026 at 11,910 shares worth $432K. The position accounts for 0.23% of the portfolio, ranked #67.

Tru Independence Asset Management 2 first reported a position in SCHE in Q3 2022 and has held it in 7 quarters since. 899 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Tru Independence Asset Management 2 held 11,910 shares of Schwab Emerging Markets Equity ETF worth $432K as of Q2 2026.
Tru Independence Asset Management 2 left its Schwab Emerging Markets Equity ETF share count unchanged in Q2 2026.
Schwab Emerging Markets Equity ETF made up 0.23% of Tru Independence Asset Management 2's portfolio in Q2 2026, its #67 holding.
Tru Independence Asset Management 2 first reported a position in Schwab Emerging Markets Equity ETF in Q3 2022 and has held it in 7 quarters since.
899 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Tru Independence Asset Management 2's 13F filing for Q2 2026, filed 11 Aug 2026.