WealthPLAN Partners’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

WealthPLAN Partners’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	$293K	Buy	+8,091	New	+$289K	0.06%	193
2024 Q4	–	Sell	-22,508	Closed	-$657K	–	261
2024 Q3	$657K	Sell	22,508 -392	-2%	-$10.6K	0.09%	153
2024 Q2	$608K	Sell	22,900 -345	-1%	-$8.99K	0.07%	188
2024 Q1	$587K	Buy	23,245 +382	+2%	+$9.39K	0.06%	192
2023 Q4	$567K	Buy	22,863 +343	+2%	+$8.25K	0.06%	206
2023 Q3	$539K	Buy	22,520 +658	+3%	+$16.3K	0.06%	188
2023 Q2	$538K	Sell	21,862 -1,508	-6%	-$36.8K	0.08%	181
2023 Q1	$573K	Buy	23,370 +1,074	+5%	+$26.6K	0.07%	180
2022 Q4	$560K	Buy	+22,296	New	+$519K	0.04%	241
2022 Q1	$487K	Buy	18,518 +360	+2%	+$10.4K	0.03%	254
2021 Q4	$544K	Sell	18,158 -143	-0.8%	-$4.37K	0.04%	244
2021 Q3	$557K	Buy	18,301 +288	+2%	+$9K	0.04%	239
2021 Q2	$565K	Buy	18,013 +455	+3%	+$14.8K	0.04%	220
2021 Q1	$559K	Sell	17,558 -221	-1%	-$7.2K	0.04%	210
2020 Q4	$590K	Sell	17,779 -73	-0.4%	-$2.12K	0.05%	195
2020 Q3	$516K	Sell	17,852 -1,118	-6%	-$29.9K	0.05%	192
2020 Q2	$508K	Sell	18,970 -1,231	-6%	-$28K	0.05%	187
2020 Q1	$448K	Sell	20,201 -490	-2%	-$12.3K	0.06%	164
2019 Q4	$563K	Sell	20,691 -2,608	-11%	-$68.7K	0.07%	154
2019 Q3	$612K	Buy	23,299 +688	+3%	+$17.5K	0.08%	136
2019 Q2	$558K	Buy	22,611 +10,978	+94%	+$284K	0.08%	139
2019 Q1	$293K	Buy	11,633 +1,736	+18%	+$44K	0.05%	203
2018 Q4	$250K	Sell	9,897 -1,658	-14%	-$40.2K	0.04%	211
2018 Q3	$277K	Buy	+11,555	New	+$299K	0.05%	198
2017 Q4	–	Sell	-23,136	Closed	-$623K	–	235
2017 Q3	$623K	Buy	+23,136	New	+$612K	0.17%	100
2016 Q3	$13.8K	Hold	600	–	–	﹤0.01%	547
2016 Q2	$12.8K	Buy	+600	New	+$12.3K	﹤0.01%	1635

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

WealthPLAN Partners's SCHE Position: Q2 2026 in Review

WealthPLAN Partners opened a new position in Schwab Emerging Markets Equity ETF (SCHE) in Q2 2026: 8,091 shares worth $293K. The stake represents 0.06% of the portfolio and ranks #193 among its holdings. This is a return to the name: WealthPLAN Partners previously reported a position in SCHE as recently as Q3 2024.

WealthPLAN Partners first reported a position in SCHE in Q2 2016 and has held it in 27 quarters since. The position peaked at $657K in Q3 2024. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

WealthPLAN Partners held 8,091 shares of Schwab Emerging Markets Equity ETF worth $293K as of Q2 2026.
Schwab Emerging Markets Equity ETF was a new WealthPLAN Partners position in Q2 2026.
Schwab Emerging Markets Equity ETF made up 0.06% of WealthPLAN Partners's portfolio in Q2 2026, its #193 holding.
WealthPLAN Partners first reported a position in Schwab Emerging Markets Equity ETF in Q2 2016 and has held it in 27 quarters since.
WealthPLAN Partners's Schwab Emerging Markets Equity ETF position peaked at $657K in Q3 2024.
892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.