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

Arete 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 		$572K Sell
17,358
-17,864
-51% -$610K 0.04% 265
2025
Q4 		$1.15M Buy
35,222
+9,917
+39% +$331K 0.07% 263
2025
Q3 		$844K Sell
25,305
-519
-2% -$16.4K 0.05% 317
2025
Q2 		$778K Buy
25,824
+13,521
+110% +$383K 0.06% 299
2025
Q1 		$339K Sell
12,303
-5,618
-31% -$154K 0.03% 494
2024
Q4 		$478K Sell
17,921
-1,064
-6% -$30K 0.03% 422
2024
Q3 		$554K Sell
18,985
-34,440
-64% -$932K 0.05% 347
2024
Q2 		$1.42M Buy
53,425
+11,865
+29% +$309K 0.12% 174
2024
Q1 		$1.05M Buy
41,560
+15,117
+57% +$371K 0.1% 201
2023
Q4 		$656K Buy
+26,443
New +$636K 0.05% 340
2023
Q3 		– Sell
-46,386
Closed -$1.14M – 666
2023
Q2 		$1.14M Buy
46,386
+22,787
+97% +$557K 0.1% 196
2023
Q1 		$579K Buy
23,599
+675
+3% +$16.7K 0.05% 314
2022
Q4 		$543M Buy
+22,924
New +$534K 0.05% 311

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

Arete Wealth Advisors's SCHE Position: Q1 2026 in Review

Arete Wealth Advisors reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 51% in Q1 2026, selling an estimated $610K and leaving 17,358 shares worth $572K. The position accounts for 0.04% of the portfolio, ranked #265.

Arete Wealth Advisors first reported a position in SCHE in Q4 2022 and has held it in 13 quarters since. The position peaked at $543M in Q4 2022. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Arete Wealth Advisors held 17,358 shares of Schwab Emerging Markets Equity ETF worth $572K as of Q1 2026.
  • Arete Wealth Advisors sold 17,864 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $610K.
  • Schwab Emerging Markets Equity ETF made up 0.04% of Arete Wealth Advisors's portfolio in Q1 2026, its #265 holding.
  • Arete Wealth Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2022 and has held it in 13 quarters since.
  • Arete Wealth Advisors's Schwab Emerging Markets Equity ETF position peaked at $543M in Q4 2022.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.