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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
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $10B AUM 15.14% 1-Year Est. Return

Tru Independence Asset Management 2's SCHE Position: Q1 2026 in Review

Tru Independence Asset Management 2 held its Schwab Emerging Markets Equity ETF (SCHE) position steady in Q1 2026 at 11,910 shares worth $392K. The position accounts for 0.24% of the portfolio, ranked #62.

Tru Independence Asset Management 2 first reported a position in SCHE in Q3 2022 and has held it in 6 quarters since. The position peaked at $397K in Q3 2025. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Tru Independence Asset Management 2 held 11,910 shares of Schwab Emerging Markets Equity ETF worth $392K as of Q1 2026.
  • Tru Independence Asset Management 2 left its Schwab Emerging Markets Equity ETF share count unchanged in Q1 2026.
  • Schwab Emerging Markets Equity ETF made up 0.24% of Tru Independence Asset Management 2's portfolio in Q1 2026, its #62 holding.
  • Tru Independence Asset Management 2 first reported a position in Schwab Emerging Markets Equity ETF in Q3 2022 and has held it in 6 quarters since.
  • Tru Independence Asset Management 2's Schwab Emerging Markets Equity ETF position peaked at $397K in Q3 2025.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2026, filed 22 Apr 2026.