AWM
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AE Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

AE Wealth Management’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 		$320K Buy
9,699
+719
+8% +$24.5K ﹤0.01% 1341
2025
Q4 		$294K Buy
8,980
+402
+5% +$13.4K ﹤0.01% 1321
2025
Q3 		$286K Buy
8,578
+2,183
+34% +$68.8K ﹤0.01% 1200
2025
Q2 		$193K Sell
6,395
-598
-9% -$16.9K ﹤0.01% 1320
2025
Q1 		$193K Sell
6,993
-2,109
-23% -$57.7K ﹤0.01% 1290
2024
Q4 		$242K Sell
9,102
-690
-7% -$19.5K ﹤0.01% 1189
2024
Q3 		$286K Buy
9,792
+1,804
+23% +$48.8K ﹤0.01% 1046
2024
Q2 		$212K Buy
+7,988
New +$208K ﹤0.01% 1146
2024
Q1 		– Sell
-16,005
Closed -$387K – 1826
2023
Q4 		$387K Buy
16,005
+2,144
+15% +$51.6K ﹤0.01% 1583
2023
Q3 		$332K Sell
13,861
-6,630
-32% -$164K ﹤0.01% 1571
2023
Q2 		$505K Sell
20,491
-109,036
-84% -$2.66M ﹤0.01% 1394
2023
Q1 		$3.18M Buy
129,527
+114,092
+739% +$2.83M 0.02% 642
2022
Q4 		$365K Sell
15,435
-4,843
-24% -$113K ﹤0.01% 1421
2022
Q3 		$454K Buy
20,278
+436
+2% +$10.8K ﹤0.01% 1308
2022
Q2 		$504K Sell
19,842
-3,271
-14% -$85.5K ﹤0.01% 1202
2022
Q1 		$642K Buy
23,113
+3,268
+16% +$94.6K ﹤0.01% 1103
2021
Q4 		$588K Sell
19,845
-19,652
-50% -$600K ﹤0.01% 1187
2021
Q3 		$1.2M Buy
39,497
+28,978
+275% +$905K 0.01% 815
2021
Q2 		$346K Buy
10,519
+1,574
+18% +$51.1K ﹤0.01% 1288
2021
Q1 		$284K Sell
8,945
-37,539
-81% -$1.22M ﹤0.01% 1274
2020
Q4 		$1.43M Sell
46,484
-1,017
-2% -$29.5K 0.02% 594
2020
Q3 		$1.27M Sell
47,501
-16
-0% -$427 0.02% 562
2020
Q2 		$1.16M Sell
47,517
-1,250
-3% -$28.4K 0.02% 576
2020
Q1 		$1.01M Buy
48,767
+1,011
+2% +$25.3K 0.02% 484
2019
Q4 		$1.31M Buy
47,756
+1,613
+3% +$42.5K 0.03% 471
2019
Q3 		$1.16M Buy
46,143
+21,082
+84% +$536K 0.03% 410
2019
Q2 		$658K Buy
+25,061
New +$649K 0.02% 515

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

AE Wealth Management's SCHE Position: Q1 2026 in Review

AE Wealth Management increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 8% in Q1 2026, buying an estimated $24.5K and bringing the position to 9,699 shares worth $320K. The position accounts for ﹤0.01% of the portfolio, ranked #1341.

AE Wealth Management first reported a position in SCHE in Q2 2019 and has held it in 27 quarters since. The position peaked at $3.18M in Q1 2023. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • AE Wealth Management held 9,699 shares of Schwab Emerging Markets Equity ETF worth $320K as of Q1 2026.
  • AE Wealth Management bought 719 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $24.5K.
  • Schwab Emerging Markets Equity ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1341 holding.
  • AE Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q2 2019 and has held it in 27 quarters since.
  • AE Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $3.18M in Q1 2023.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.