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Almanack Investment Partners’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Almanack Investment Partners’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 		$11.8M Buy
356,821
+168,602
+90% +$5.76M 1.98% 12
2025
Q4 		$6.16M Buy
188,219
+37,071
+25% +$1.24M 1.05% 16
2025
Q3 		$5.04M Buy
151,148
+109,454
+263% +$3.45M 0.78% 25
2025
Q2 		$1.26M Buy
+41,694
New +$1.18M 0.2% 73
2022
Q2 		– Sell
-8,262
Closed -$229K – 504
2022
Q1 		$229K Sell
8,262
-189
-2% -$5.47K 0.02% 420
2021
Q4 		$250K Buy
8,451
+771
+10% +$23.6K 0.02% 418
2021
Q3 		$234K Buy
+7,680
New +$240K 0.02% 432
2020
Q2 		– Sell
-949,945
Closed -$19.7M – 282
2020
Q1 		$19.7M Buy
949,945
+242,325
+34% +$6.06M 4.22% 6
2019
Q4 		$19.4M Buy
707,620
+141,151
+25% +$3.72M 3.69% 8
2019
Q3 		$14.2M Buy
566,469
+29,085
+5% +$740K 2.76% 10
2019
Q2 		$14.2M Sell
537,384
-14,428
-3% -$374K 3.28% 8
2019
Q1 		$14.4M Buy
551,812
+5,638
+1% +$143K 4.06% 7
2018
Q4 		$12.9M Buy
546,174
+338,545
+163% +$8.2M 3.79% 7
2018
Q3 		$5.24M Sell
207,629
-320,165
-61% -$8.29M 1.38% 25
2018
Q2 		$13.7M Sell
527,794
-83,236
-14% -$2.29M 6.15% 5
2018
Q1 		$17.5M Buy
611,030
+92,610
+18% +$2.71M 6.72% 1
2017
Q4 		$14.6M Buy
518,420
+77,943
+18% +$2.15M 5.77% 3
2017
Q3 		$11.9M Buy
440,477
+295,240
+203% +$7.82M 5.75% 4
2017
Q2 		$3.61M Buy
145,237
+41,139
+40% +$1.01M 2.02% 11
2017
Q1 		$2.5M Buy
104,098
+20,269
+24% +$472K 1.87% 12
2016
Q4 		$1.81M Buy
+83,829
New +$1.88M 1.51% 20

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

Almanack Investment Partners's SCHE Position: Q1 2026 in Review

Almanack Investment Partners increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 90% in Q1 2026, buying an estimated $5.76M and bringing the position to 356,821 shares worth $11.8M. The position accounts for 1.98% of the portfolio, ranked #12.

Almanack Investment Partners first reported a position in SCHE in Q4 2016 and has held it in 21 quarters since. The position peaked at $19.7M in Q1 2020. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Almanack Investment Partners held 356,821 shares of Schwab Emerging Markets Equity ETF worth $11.8M as of Q1 2026.
  • Almanack Investment Partners bought 168,602 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $5.76M.
  • Schwab Emerging Markets Equity ETF made up 1.98% of Almanack Investment Partners's portfolio in Q1 2026, its #12 holding.
  • Almanack Investment Partners first reported a position in Schwab Emerging Markets Equity ETF in Q4 2016 and has held it in 21 quarters since.
  • Almanack Investment Partners's Schwab Emerging Markets Equity ETF position peaked at $19.7M in Q1 2020.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Almanack Investment Partners's 13F filing for Q1 2026, filed 5 May 2026.