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

American Trust’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 		$282K Buy
8,552
+1,141
+15% +$39K 0.02% 235
2025
Q4 		$243K Buy
7,411
+1,248
+20% +$41.6K 0.02% 275
2025
Q3 		$206K Buy
+6,163
New +$194K 0.02% 313
2025
Q1 		– Sell
-8,437
Closed -$225K – 260
2024
Q4 		$225K Buy
+8,437
New +$238K 0.02% 282
2023
Q3 		– Sell
-228,881
Closed -$5.64M – 390
2023
Q2 		$5.64M Buy
228,881
+96
+0% +$2.35K 0.39% 47
2023
Q1 		$5.57M Sell
228,785
-21,027
-8% -$521K 0.39% 48
2022
Q4 		$5.91M Buy
249,812
+36,801
+17% +$857K 0.55% 37
2022
Q3 		$4.77M Sell
213,011
-5,550
-3% -$137K 0.4% 48
2022
Q2 		$15.7M Buy
218,561
+47,697
+28% +$1.25M 1.25% 16
2022
Q1 		$4.75M Buy
+170,864
New +$4.95M 0.32% 63

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 Trust's SCHE Position: Q1 2026 in Review

American Trust increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 15% in Q1 2026, buying an estimated $39K and bringing the position to 8,552 shares worth $282K. The position accounts for 0.02% of the portfolio, ranked #235.

American Trust first reported a position in SCHE in Q1 2022 and has held it in 10 quarters since. The position peaked at $15.7M in Q2 2022. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • American Trust held 8,552 shares of Schwab Emerging Markets Equity ETF worth $282K as of Q1 2026.
  • American Trust bought 1,141 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $39K.
  • Schwab Emerging Markets Equity ETF made up 0.02% of American Trust's portfolio in Q1 2026, its #235 holding.
  • American Trust first reported a position in Schwab Emerging Markets Equity ETF in Q1 2022 and has held it in 10 quarters since.
  • American Trust's Schwab Emerging Markets Equity ETF position peaked at $15.7M in Q2 2022.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on American Trust's 13F filing for Q1 2026, filed 1 May 2026.