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WealthPlan Investment Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

WealthPlan Investment 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
Q2 		$616K Buy
16,996
+151
+0.9% +$5.39K 0.03% 284
2026
Q1 		$555K Hold
16,845
– – 0.03% 287
2025
Q4 		$552K Sell
16,845
-387
-2% -$12.9K 0.04% 247
2025
Q3 		$575K Sell
17,232
-1,204
-7% -$37.9K 0.04% 216
2025
Q2 		$556K Sell
18,436
-369
-2% -$10.4K 0.04% 224
2025
Q1 		$518K Sell
18,805
-134
-0.7% -$3.67K 0.05% 167
2024
Q4 		$504K Buy
+18,939
New +$535K 0.05% 173
2023
Q1 		– Sell
-22,296
Closed -$561K – 543
2022
Q4 		$561K Buy
22,296
+1,195
+6% +$27.8K 0.04% 241
2022
Q3 		$506K Buy
+21,101
New +$521K 0.04% 242
2022
Q1 		$487K Buy
+18,518
New +$536K 0.03% 254

Other funds holding SCHE

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 $11.5B AUM 18.82% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

WealthPlan Investment Management's SCHE Position: Q2 2026 in Review

WealthPlan Investment Management increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 0.9% in Q2 2026, buying an estimated $5.39K and bringing the position to 16,996 shares worth $616K. The position accounts for 0.03% of the portfolio, ranked #284.

WealthPlan Investment Management first reported a position in SCHE in Q1 2022 and has held it in 10 quarters since. 381 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • WealthPlan Investment Management held 16,996 shares of Schwab Emerging Markets Equity ETF worth $616K as of Q2 2026.
  • WealthPlan Investment Management bought 151 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $5.39K.
  • Schwab Emerging Markets Equity ETF made up 0.03% of WealthPlan Investment Management's portfolio in Q2 2026, its #284 holding.
  • WealthPlan Investment Management first reported a position in Schwab Emerging Markets Equity ETF in Q1 2022 and has held it in 10 quarters since.
  • 381 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.