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American Investment Services’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

American Investment Services’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 		$972K Hold
29,486
– – 0.22% 67
2025
Q4 		$966K Buy
29,486
+3
+0% +$100 0.22% 67
2025
Q3 		$984K Hold
29,483
– – 0.24% 67
2025
Q2 		$889K Sell
29,483
-10
-0% -$283 0.23% 68
2025
Q1 		$813K Hold
29,493
– – 0.14% 87
2024
Q4 		$785K Sell
29,493
-57
-0.2% -$1.61K 0.14% 89
2024
Q3 		$862K Hold
29,550
– – 0.14% 88
2024
Q2 		$785K Sell
29,550
-906
-3% -$23.6K 0.14% 88
2024
Q1 		$769K Hold
30,456
– – 0.14% 88
2023
Q4 		$755K Sell
30,456
-1,476
-5% -$35.5K 0.14% 86
2023
Q3 		$764K Hold
31,932
– – 0.16% 78
2023
Q2 		$786K Buy
31,932
+20
+0.1% +$489 0.16% 82
2023
Q1 		$755K Hold
31,912
– – 0.16% 86
2022
Q4 		$755K Sell
31,912
-4,257
-12% -$99.1K 0.16% 86
2022
Q3 		$810K Hold
36,169
– – 0.19% 67
2022
Q2 		$918K Buy
36,169
+11,315
+46% +$296K 0.21% 64
2022
Q1 		$690K Sell
24,854
-11,315
-31% -$327K 0.15% 74
2021
Q4 		$1.07M Buy
36,169
+702
+2% +$21.4K 0.23% 61
2021
Q3 		$1.08M Sell
35,467
-120
-0.3% -$3.75K 0.24% 61
2021
Q2 		$1.17M Sell
35,587
-254
-0.7% -$8.24K 0.27% 57
2021
Q1 		$1.14M Sell
35,841
-2,595
-7% -$84.5K 0.31% 53
2020
Q4 		$1.18M Sell
38,436
-63
-0.2% -$1.83K 0.36% 48
2020
Q3 		$1.03M Hold
38,499
– – 0.35% 48
2020
Q2 		$937K Sell
38,499
-2,634
-6% -$59.8K 0.33% 49
2020
Q1 		$851K Sell
41,133
-3,028
-7% -$75.7K 0.33% 54
2019
Q4 		$1.21M Buy
44,161
+82
+0.2% +$2.16K 0.37% 41
2019
Q3 		$1.11M Buy
44,079
+235
+0.5% +$5.98K 0.35% 44
2019
Q2 		$1.15M Buy
43,844
+1,643
+4% +$42.6K 0.36% 41
2019
Q1 		$1.1M Hold
42,201
– – 0.35% 37
2018
Q4 		$993K Buy
+42,201
New +$1.02M 0.35% 48

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

American Investment Services's SCHE Position: Q1 2026 in Review

American Investment Services held its Schwab Emerging Markets Equity ETF (SCHE) position steady in Q1 2026 at 29,486 shares worth $972K. The position accounts for 0.22% of the portfolio, ranked #67.

American Investment Services first reported a position in SCHE in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.21M in Q4 2019. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • American Investment Services held 29,486 shares of Schwab Emerging Markets Equity ETF worth $972K as of Q1 2026.
  • American Investment Services left its Schwab Emerging Markets Equity ETF share count unchanged in Q1 2026.
  • Schwab Emerging Markets Equity ETF made up 0.22% of American Investment Services's portfolio in Q1 2026, its #67 holding.
  • American Investment Services first reported a position in Schwab Emerging Markets Equity ETF in Q4 2018 and has held it in 30 quarters since.
  • American Investment Services's Schwab Emerging Markets Equity ETF position peaked at $1.21M in Q4 2019.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on American Investment Services's 13F filing for Q1 2026, filed 13 May 2026.