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WJ Financial Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

WJ Financial Advisors’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 		$1.23M Sell
33,909
-100
-0.3% -$3.57K 0.9% 33
2026
Q1 		$1.12M Buy
34,009
+4,140
+14% +$141K 0.9% 31
2025
Q4 		$978K Buy
29,869
+60
+0.2% +$2K 0.87% 34
2025
Q3 		$995K Buy
+29,809
New +$939K 0.97% 31

Other funds holding SCHE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WJ Financial Advisors's SCHE Position: Q2 2026 in Review

WJ Financial Advisors reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 0.29% in Q2 2026, selling an estimated $3.57K and leaving 33,909 shares worth $1.23M. The position accounts for 0.9% of the portfolio, ranked #33.

WJ Financial Advisors first reported a position in SCHE in Q3 2025 and has held it in 4 quarters since. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • WJ Financial Advisors held 33,909 shares of Schwab Emerging Markets Equity ETF worth $1.23M as of Q2 2026.
  • WJ Financial Advisors sold 100 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $3.57K.
  • Schwab Emerging Markets Equity ETF made up 0.9% of WJ Financial Advisors's portfolio in Q2 2026, its #33 holding.
  • WJ Financial Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on WJ Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.