ATWA
SCHE icon

Arbor Trust Wealth Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Arbor Trust Wealth Advisors’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 		$349K Buy
10,601
+70
+0.7% +$2.39K 0.15% 72
2025
Q4 		$345K Buy
10,531
+1,272
+14% +$42.4K 0.15% 69
2025
Q3 		$309K Hold
9,259
– – 0.14% 73
2025
Q2 		$279K Sell
9,259
-4,499
-33% -$127K 0.14% 76
2025
Q1 		$379K Sell
13,758
-1,110
-7% -$30.4K 0.18% 69
2024
Q4 		$396K Sell
14,868
-1,025
-6% -$28.9K 0.19% 70
2024
Q3 		$423K Hold
15,893
– – 0.22% 68
2024
Q2 		$423K Sell
15,893
-3,730
-19% -$97.2K 0.22% 68
2024
Q1 		$501K Sell
19,623
-25,107
-56% -$617K 0.28% 64
2023
Q4 		$1.11M Sell
44,730
-40,649
-48% -$977K 0.66% 38
2023
Q3 		$2.04M Buy
85,379
+5,075
+6% +$126K 1.35% 26
2023
Q2 		$1.98M Buy
80,304
+1,771
+2% +$43.3K 1.26% 28
2023
Q1 		$1.93M Buy
78,533
+464
+0.6% +$11.5K 1.27% 28
2022
Q4 		$1.85M Sell
78,069
-3,485
-4% -$81.1K 1.28% 28
2022
Q3 		$1.83M Sell
81,554
-8,034
-9% -$199K 1.39% 24
2022
Q2 		$2.27M Sell
89,588
-17,150
-16% -$448K 1.59% 21
2022
Q1 		$2.96M Buy
106,738
+1,360
+1% +$39.4K 1.78% 17
2021
Q4 		$3.12M Buy
105,378
+2,130
+2% +$65.1K 1.8% 18
2021
Q3 		$3.15M Buy
103,248
+2,015
+2% +$63K 1.97% 16
2021
Q2 		$3.33M Buy
101,233
+1,936
+2% +$62.8K 2.09% 14
2021
Q1 		$3.17M Buy
99,297
+17,187
+21% +$560K 2.12% 14
2020
Q4 		$2.52M Buy
82,110
+165
+0.2% +$4.78K 1.83% 17
2020
Q3 		$2.19M Buy
81,945
+3,133
+4% +$83.7K 1.9% 15
2020
Q2 		$1.92M Buy
78,812
+1,975
+3% +$44.9K 1.73% 18
2020
Q1 		$1.59M Sell
76,837
-1,178
-2% -$29.5K 1.68% 18
2019
Q4 		$2.13M Buy
+78,015
New +$2.06M 1.83% 19

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

Arbor Trust Wealth Advisors's SCHE Position: Q1 2026 in Review

Arbor Trust Wealth Advisors increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 0.66% in Q1 2026, buying an estimated $2.39K and bringing the position to 10,601 shares worth $349K. The position accounts for 0.15% of the portfolio, ranked #72.

Arbor Trust Wealth Advisors first reported a position in SCHE in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.33M in Q2 2021. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Arbor Trust Wealth Advisors held 10,601 shares of Schwab Emerging Markets Equity ETF worth $349K as of Q1 2026.
  • Arbor Trust Wealth Advisors bought 70 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $2.39K.
  • Schwab Emerging Markets Equity ETF made up 0.15% of Arbor Trust Wealth Advisors's portfolio in Q1 2026, its #72 holding.
  • Arbor Trust Wealth Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2019 and has held it in 26 quarters since.
  • Arbor Trust Wealth Advisors's Schwab Emerging Markets Equity ETF position peaked at $3.33M in Q2 2021.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Arbor Trust Wealth Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.