ZF
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Zhang Financial’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Zhang Financial’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 		$538K Buy
14,848
+706
+5% +$25.2K 0.02% 258
2026
Q1 		$466K Buy
14,142
+6,560
+87% +$224K 0.02% 253
2025
Q4 		$248K Buy
7,582
+97
+1% +$3.23K 0.01% 303
2025
Q3 		$250K Sell
7,485
-997
-12% -$31.4K 0.01% 281
2025
Q2 		$256K Sell
8,482
-897
-10% -$25.4K 0.01% 259
2025
Q1 		$259K Hold
9,379
– – 0.01% 260
2024
Q4 		$250K Buy
9,379
+93
+1% +$2.63K 0.01% 256
2024
Q3 		$271K Sell
9,286
-2,172
-19% -$58.8K 0.02% 237
2024
Q2 		$304K Hold
11,458
– – 0.02% 224
2024
Q1 		$289K Sell
11,458
-902
-7% -$22.2K 0.02% 226
2023
Q4 		$306K Sell
12,360
-16,908
-58% -$407K 0.03% 213
2023
Q3 		$702K Sell
29,268
-1,915
-6% -$47.4K 0.07% 137
2023
Q2 		$769K Sell
31,183
-8,080
-21% -$197K 0.08% 137
2023
Q1 		$963K Sell
39,263
-416
-1% -$10.3K 0.11% 113
2022
Q4 		$939K Buy
39,679
+6,691
+20% +$156K 0.12% 105
2022
Q3 		$739K Buy
32,988
+10,935
+50% +$270K 0.11% 98
2022
Q2 		$560K Buy
22,053
+5,798
+36% +$152K 0.09% 122
2022
Q1 		$451K Buy
+16,255
New +$470K 0.08% 142
2021
Q4 		– Sell
-6,759
Closed -$206K – 210
2021
Q3 		$206K Hold
6,759
– – 0.05% 155
2021
Q2 		$222K Buy
+6,759
New +$219K 0.05% 133

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

Zhang Financial's SCHE Position: Q2 2026 in Review

Zhang Financial increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 5% in Q2 2026, buying an estimated $25.2K and bringing the position to 14,848 shares worth $538K. The position accounts for 0.02% of the portfolio, ranked #258.

Zhang Financial first reported a position in SCHE in Q2 2021 and has held it in 20 quarters since. The position peaked at $963K in Q1 2023. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Zhang Financial held 14,848 shares of Schwab Emerging Markets Equity ETF worth $538K as of Q2 2026.
  • Zhang Financial bought 706 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $25.2K.
  • Schwab Emerging Markets Equity ETF made up 0.02% of Zhang Financial's portfolio in Q2 2026, its #258 holding.
  • Zhang Financial first reported a position in Schwab Emerging Markets Equity ETF in Q2 2021 and has held it in 20 quarters since.
  • Zhang Financial's Schwab Emerging Markets Equity ETF position peaked at $963K in Q1 2023.
  • 892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.