XY Planning Network’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

XY Planning Network’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	$215K	Buy	+5,918	New	+$211K	0.03%	330

Other funds holding SCHE

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

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

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return

XY Planning Network's SCHE Position: Q2 2026 in Review

XY Planning Network opened a new position in Schwab Emerging Markets Equity ETF (SCHE) in Q2 2026: 5,918 shares worth $215K. The stake represents 0.03% of the portfolio and ranks #330 among its holdings.

313 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

XY Planning Network held 5,918 shares of Schwab Emerging Markets Equity ETF worth $215K as of Q2 2026.
Schwab Emerging Markets Equity ETF was a new XY Planning Network position in Q2 2026.
Schwab Emerging Markets Equity ETF made up 0.03% of XY Planning Network's portfolio in Q2 2026, its #330 holding.
313 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.