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Advisory Alpha’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Advisory Alpha’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
Q1 		$252K Sell
7,657
-207
-3% -$7.07K 0.01% 494
2025
Q4 		$258K Buy
7,864
+209
+3% +$6.97K 0.01% 453
2025
Q3 		$258K Sell
7,655
-1
-0% -$32 0.01% 447
2025
Q2 		$231K Buy
7,656
+13
+0.2% +$368 0.01% 437
2025
Q1 		$211K Sell
7,643
-310
-4% -$8.48K 0.01% 428
2024
Q4 		$212K Sell
7,953
-775
-9% -$21.9K 0.01% 413
2024
Q3 		$255K Sell
8,728
-152
-2% -$4.11K 0.01% 352
2024
Q2 		$236K Sell
8,880
-241
-3% -$6.28K 0.01% 339
2024
Q1 		$230K Sell
9,121
-5,169
-36% -$127K 0.01% 350
2023
Q4 		$354K Buy
+14,290
New +$344K 0.02% 236
2023
Q1 		– Sell
-9,276
Closed -$220K – 288
2022
Q4 		$220K Buy
+9,276
New +$216K 0.02% 241
2020
Q4 		– Sell
-1,181
Closed -$32K – 544
2020
Q3 		$32K Sell
1,181
-72,930
-98% -$1.95M 0.01% 255
2020
Q2 		$1.81M Buy
74,111
+522
+0.7% +$11.9K 0.4% 26
2020
Q1 		$1.53M Sell
73,589
-228,973
-76% -$5.73M 0.43% 29
2019
Q4 		$8.48M Buy
302,562
+8,838
+3% +$233K 2.06% 13
2019
Q3 		$7.36M Buy
293,724
+28,490
+11% +$725K 2.18% 13
2019
Q2 		$6.99M Sell
265,234
-884
-0.3% -$22.9K 2.33% 15
2019
Q1 		$6.82M Buy
266,118
+62,615
+31% +$1.59M 2.47% 13
2018
Q4 		$5.13M Sell
203,503
-5,491
-3% -$133K 2.42% 14
2018
Q3 		$4.96M Buy
208,994
+19,985
+11% +$518K 1.26% 27
2018
Q2 		$5M Buy
189,009
+30,499
+19% +$838K 1.25% 24
2018
Q1 		$4.43M Buy
158,510
+76,742
+94% +$2.25M 1.54% 22
2017
Q4 		$2.47M Buy
81,768
+24,948
+44% +$688K 0.8% 33
2017
Q3 		$1.57M Buy
56,820
+10,863
+24% +$288K 0.44% 59
2017
Q2 		$1.22M Buy
45,957
+14,700
+47% +$361K 0.35% 66
2017
Q1 		$749K Buy
+31,257
New +$728K 0.26% 61
2016
Q4 		– Sell
-6,230
Closed -$144K – 121
2016
Q3 		$144K Buy
6,230
+5,890
+1,732% +$133K 0.06% 66
2016
Q2 		$7K Buy
+340
New +$6.99K ﹤0.01% 70

Other funds holding SCHE

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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 $10B AUM 15.14% 1-Year Est. Return

Advisory Alpha's SCHE Position: Q1 2026 in Review

Advisory Alpha reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 2.6% in Q1 2026, selling an estimated $7.07K and leaving 7,657 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #494.

Advisory Alpha first reported a position in SCHE in Q2 2016 and has held it in 28 quarters since. The position peaked at $8.48M in Q4 2019. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Advisory Alpha held 7,657 shares of Schwab Emerging Markets Equity ETF worth $252K as of Q1 2026.
  • Advisory Alpha sold 207 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $7.07K.
  • Schwab Emerging Markets Equity ETF made up 0.01% of Advisory Alpha's portfolio in Q1 2026, its #494 holding.
  • Advisory Alpha first reported a position in Schwab Emerging Markets Equity ETF in Q2 2016 and has held it in 28 quarters since.
  • Advisory Alpha's Schwab Emerging Markets Equity ETF position peaked at $8.48M in Q4 2019.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Advisory Alpha's 13F filing for Q1 2026, filed 14 May 2026.