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Atomi Financial Group’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Atomi Financial 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 		$403K Buy
12,243
+1,169
+11% +$39.9K 0.01% 799
2025
Q4 		$363K Buy
11,074
+1,258
+13% +$41.9K 0.01% 834
2025
Q3 		$328K Sell
9,816
-257
-3% -$8.1K 0.01% 842
2025
Q2 		$304K Sell
10,073
-619
-6% -$17.5K 0.01% 810
2025
Q1 		$295K Buy
10,692
+600
+6% +$16.4K 0.01% 775
2024
Q4 		$269K Sell
10,092
-9,875
-49% -$279K 0.01% 779
2024
Q3 		$583K Sell
19,967
-546
-3% -$14.8K 0.04% 398
2024
Q2 		$545K Sell
20,513
-2,355
-10% -$61.4K 0.04% 367
2024
Q1 		$577K Buy
22,868
+1,571
+7% +$38.6K 0.05% 303
2023
Q4 		$528K Buy
+21,297
New +$512K 0.07% 253

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

Atomi Financial Group's SCHE Position: Q1 2026 in Review

Atomi Financial Group increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 11% in Q1 2026, buying an estimated $39.9K and bringing the position to 12,243 shares worth $403K. The position accounts for 0.01% of the portfolio, ranked #799.

Atomi Financial Group first reported a position in SCHE in Q4 2023 and has held it in 10 quarters since. The position peaked at $583K in Q3 2024. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Atomi Financial Group held 12,243 shares of Schwab Emerging Markets Equity ETF worth $403K as of Q1 2026.
  • Atomi Financial Group bought 1,169 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $39.9K.
  • Schwab Emerging Markets Equity ETF made up 0.01% of Atomi Financial Group's portfolio in Q1 2026, its #799 holding.
  • Atomi Financial Group first reported a position in Schwab Emerging Markets Equity ETF in Q4 2023 and has held it in 10 quarters since.
  • Atomi Financial Group's Schwab Emerging Markets Equity ETF position peaked at $583K in Q3 2024.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.