White & Co Financial Planning’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

White & Co Financial Planning’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	$4.84M	Buy	133,457 +842	+0.6%	+$30.1K	3%	11
2026 Q1	$4.37M	Buy	132,615 +2,363	+2%	+$80.7K	3.07%	12
2025 Q4	$4.27M	Sell	130,252 -49	-0%	-$1.63K	3.19%	11
2025 Q3	$4.35M	Sell	130,301 -2,463	-2%	-$77.6K	3.27%	11
2025 Q2	$4M	Buy	132,764 +1,188	+0.9%	+$33.6K	3.2%	11
2025 Q1	$3.63M	Sell	131,576 -2,059	-2%	-$56.4K	3.13%	11
2024 Q4	$3.56M	Buy	+133,635	New	+$3.77M	3.02%	11

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 $103B AUM 28.65% 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

White & Co Financial Planning's SCHE Position: Q2 2026 in Review

White & Co Financial Planning increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 0.63% in Q2 2026, buying an estimated $30.1K and bringing the position to 133,457 shares worth $4.84M. The position accounts for 3% of the portfolio, ranked #11.

White & Co Financial Planning first reported a position in SCHE in Q4 2024 and has held it in 7 quarters since. 890 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

White & Co Financial Planning held 133,457 shares of Schwab Emerging Markets Equity ETF worth $4.84M as of Q2 2026.
White & Co Financial Planning bought 842 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $30.1K.
Schwab Emerging Markets Equity ETF made up 3% of White & Co Financial Planning's portfolio in Q2 2026, its #11 holding.
White & Co Financial Planning first reported a position in Schwab Emerging Markets Equity ETF in Q4 2024 and has held it in 7 quarters since.
890 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on White & Co Financial Planning's 13F filing for Q2 2026, filed 16 Jul 2026.