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Asset Management Group’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Asset Management Group’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 		$2.67M Hold
80,922
– – 0.43% 61
2025
Q4 		$2.65M Buy
80,922
+2,126
+3% +$70.9K 0.43% 59
2025
Q3 		$2.63M Hold
78,796
– – 0.43% 60
2025
Q2 		$2.37M Buy
78,796
+88
+0.1% +$2.49K 0.41% 60
2025
Q1 		$2.17M Sell
78,708
-320
-0.4% -$8.76K 0.4% 62
2024
Q4 		$2.1M Sell
79,028
-1,599
-2% -$45.1K 0.37% 65
2024
Q3 		$2.35M Sell
80,627
-1,802
-2% -$48.8K 0.41% 64
2024
Q2 		$2.19M Hold
82,429
– – 0.41% 64
2024
Q1 		$2.08M Sell
82,429
-1,092
-1% -$26.8K 0.39% 63
2023
Q4 		$2.07M Sell
83,521
-8,079
-9% -$194K 0.41% 62
2023
Q3 		$2.19M Sell
91,600
-1,682
-2% -$41.7K 0.48% 59
2023
Q2 		$2.3M Sell
93,282
-3,975
-4% -$97.1K 0.49% 59
2023
Q1 		$2.38M Hold
97,257
– – 0.53% 56
2022
Q4 		$2.3M Sell
97,257
-9,259
-9% -$216K 0.54% 55
2022
Q3 		$2.39M Sell
106,516
-414
-0.4% -$10.2K 0.6% 51
2022
Q2 		$2.71M Buy
106,930
+308
+0.3% +$8.05K 0.65% 46
2022
Q1 		$2.96M Buy
106,622
+43
+0% +$1.25K 0.62% 47
2021
Q4 		$3.16M Buy
106,579
+215
+0.2% +$6.57K 0.62% 49
2021
Q3 		$3.24M Sell
106,364
-6,543
-6% -$204K 0.67% 42
2021
Q2 		$3.71M Sell
112,907
-2,428
-2% -$78.8K 0.77% 41
2021
Q1 		$3.67M Hold
115,335
– – 0.79% 41
2020
Q4 		$3.54M Buy
115,335
+1,894
+2% +$54.9K 0.86% 41
2020
Q3 		$3.04M Sell
113,441
-705
-0.6% -$18.8K 0.89% 37
2020
Q2 		$2.78M Buy
114,146
+496
+0.4% +$11.3K 0.88% 39
2020
Q1 		$2.35M Buy
113,650
+3,464
+3% +$86.6K 0.89% 38
2019
Q4 		$3.02M Buy
110,186
+31,101
+39% +$820K 0.91% 37
2019
Q3 		$1.99M Buy
79,085
+53,288
+207% +$1.36M 0.68% 45
2019
Q2 		$677K Buy
25,797
+15,125
+142% +$392K 0.24% 75
2019
Q1 		$278K Buy
+10,672
New +$270K 0.1% 93

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 $11.5B AUM 18.82% 1-Year Est. Return

Asset Management Group's SCHE Position: Q1 2026 in Review

Asset Management Group held its Schwab Emerging Markets Equity ETF (SCHE) position steady in Q1 2026 at 80,922 shares worth $2.67M. The position accounts for 0.43% of the portfolio, ranked #61.

Asset Management Group first reported a position in SCHE in Q1 2019 and has held it in 29 quarters since. The position peaked at $3.71M in Q2 2021. 865 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Asset Management Group held 80,922 shares of Schwab Emerging Markets Equity ETF worth $2.67M as of Q1 2026.
  • Asset Management Group left its Schwab Emerging Markets Equity ETF share count unchanged in Q1 2026.
  • Schwab Emerging Markets Equity ETF made up 0.43% of Asset Management Group's portfolio in Q1 2026, its #61 holding.
  • Asset Management Group first reported a position in Schwab Emerging Markets Equity ETF in Q1 2019 and has held it in 29 quarters since.
  • Asset Management Group's Schwab Emerging Markets Equity ETF position peaked at $3.71M in Q2 2021.
  • 865 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Asset Management Group's 13F filing for Q1 2026, filed 15 May 2026.