AAS
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Asset Allocation Strategies’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Asset Allocation Strategies’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 		$3.95M Buy
119,799
+1,907
+2% +$65.1K 0.7% 34
2025
Q4 		$3.86M Buy
117,892
+7,552
+7% +$252K 0.71% 38
2025
Q3 		$3.68M Buy
110,340
+10,485
+11% +$330K 0.73% 39
2025
Q2 		$3.01M Buy
99,855
+7,171
+8% +$203K 0.67% 39
2025
Q1 		$2.56M Buy
92,684
+7,770
+9% +$213K 0.64% 38
2024
Q4 		$2.34M Buy
84,914
+41,572
+96% +$1.17M 0.56% 41
2024
Q3 		$1.26M Buy
+43,342
New +$1.17M 0.36% 58

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

Asset Allocation Strategies's SCHE Position: Q1 2026 in Review

Asset Allocation Strategies increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 1.6% in Q1 2026, buying an estimated $65.1K and bringing the position to 119,799 shares worth $3.95M. The position accounts for 0.7% of the portfolio, ranked #34.

Asset Allocation Strategies first reported a position in SCHE in Q3 2024 and has held it in 7 quarters since. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Asset Allocation Strategies held 119,799 shares of Schwab Emerging Markets Equity ETF worth $3.95M as of Q1 2026.
  • Asset Allocation Strategies bought 1,907 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $65.1K.
  • Schwab Emerging Markets Equity ETF made up 0.7% of Asset Allocation Strategies's portfolio in Q1 2026, its #34 holding.
  • Asset Allocation Strategies first reported a position in Schwab Emerging Markets Equity ETF in Q3 2024 and has held it in 7 quarters since.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Asset Allocation Strategies's 13F filing for Q1 2026, filed 22 Apr 2026.