Values Added Financial’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Values Added Financial’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	$1.56M	Buy	42,911 +1,409	+3%	+$50.3K	0.56%	39
2026 Q1	$1.37M	Buy	41,502 +1,432	+4%	+$48.9K	0.58%	37
2025 Q4	$1.31M	Buy	40,070 +90	+0.2%	+$3K	0.55%	40
2025 Q3	$1.33M	Hold	39,980	–	–	0.59%	36
2025 Q2	$1.2M	Buy	39,980 +13,565	+51%	+$384K	0.58%	36
2025 Q1	$728K	Buy	26,415 +11,922	+82%	+$326K	0.4%	47
2024 Q4	$386K	Sell	14,493 -41	-0.3%	-$1.16K	0.22%	77
2024 Q3	$424K	Sell	14,534 -1,084	-7%	-$29.3K	0.27%	62
2024 Q2	$415K	Sell	15,618 -190	-1%	-$4.95K	0.3%	59
2024 Q1	$399K	Buy	15,808 +289	+2%	+$7.1K	0.31%	58
2023 Q4	$385K	Sell	15,519 -8,723	-36%	-$210K	0.31%	56
2023 Q3	$580K	Hold	24,242	–	–	0.53%	38
2023 Q2	$597K	Buy	+24,242	New	+$592K	0.56%	35

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

Values Added Financial's SCHE Position: Q2 2026 in Review

Values Added Financial increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 3.4% in Q2 2026, buying an estimated $50.3K and bringing the position to 42,911 shares worth $1.56M. The position accounts for 0.56% of the portfolio, ranked #39.

Values Added Financial first reported a position in SCHE in Q2 2023 and has held it in 13 quarters since. 896 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Values Added Financial held 42,911 shares of Schwab Emerging Markets Equity ETF worth $1.56M as of Q2 2026.
Values Added Financial bought 1,409 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $50.3K.
Schwab Emerging Markets Equity ETF made up 0.56% of Values Added Financial's portfolio in Q2 2026, its #39 holding.
Values Added Financial first reported a position in Schwab Emerging Markets Equity ETF in Q2 2023 and has held it in 13 quarters since.
896 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Values Added Financial's 13F filing for Q2 2026, filed 27 Jul 2026.