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Zynergy Retirement Planning’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Zynergy Retirement 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 		$4.16M Buy
114,762
+1,185
+1% +$42.3K 2.26% 8
2026
Q1 		$3.74M Sell
113,577
-5,046
-4% -$172K 2.26% 8
2025
Q4 		$3.88M Buy
118,623
+2,955
+3% +$98.5K 2.39% 8
2025
Q3 		$3.86M Buy
115,668
+647
+0.6% +$20.4K 2.43% 8
2025
Q2 		$3.47M Buy
115,021
+2,266
+2% +$64.2K 2.33% 8
2025
Q1 		$3M Sell
112,755
-1,169
-1% -$32K 2.13% 9
2024
Q4 		$3.32M Hold
113,924
– – 2.34% 9
2024
Q3 		$3.32M Sell
113,924
-878
-0.8% -$23.8K 2.34% 9
2024
Q2 		$3.05M Buy
+114,802
New +$2.99M 2.33% 9

Other funds holding SCHE

R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
MCIA
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
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

Zynergy Retirement Planning's SCHE Position: Q2 2026 in Review

Zynergy Retirement Planning increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 1% in Q2 2026, buying an estimated $42.3K and bringing the position to 114,762 shares worth $4.16M. The position accounts for 2.26% of the portfolio, ranked #8.

Zynergy Retirement Planning first reported a position in SCHE in Q2 2024 and has held it in 9 quarters since. 472 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Zynergy Retirement Planning held 114,762 shares of Schwab Emerging Markets Equity ETF worth $4.16M as of Q2 2026.
  • Zynergy Retirement Planning bought 1,185 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $42.3K.
  • Schwab Emerging Markets Equity ETF made up 2.26% of Zynergy Retirement Planning's portfolio in Q2 2026, its #8 holding.
  • Zynergy Retirement Planning first reported a position in Schwab Emerging Markets Equity ETF in Q2 2024 and has held it in 9 quarters since.
  • 472 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Zynergy Retirement Planning's 13F filing for Q2 2026, filed 17 Jul 2026.