AWE
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Avidian Wealth Enterprises’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Avidian Wealth Enterprises’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 		$234K Sell
7,094
-167
-2% -$5.7K 0.01% 604
2025
Q4 		$238K Sell
7,261
-220
-3% -$7.34K 0.01% 524
2025
Q3 		$250K Buy
7,481
+220
+3% +$6.93K 0.01% 505
2025
Q2 		$219K Sell
7,261
-442
-6% -$12.5K 0.01% 507
2025
Q1 		$212K Hold
7,703
– – 0.01% 496
2024
Q4 		$205K Sell
7,703
-1,786
-19% -$50.4K 0.01% 483
2024
Q3 		$277K Buy
9,489
+208
+2% +$5.63K 0.01% 410
2024
Q2 		$246K Buy
+9,281
New +$242K 0.01% 433
2022
Q3 		– Sell
-10,580
Closed -$269K – 458
2022
Q2 		$269K Sell
10,580
-366
-3% -$9.56K 0.02% 372
2022
Q1 		$304K Sell
10,946
-642
-6% -$18.6K 0.02% 382
2021
Q4 		$343K Buy
+11,588
New +$354K 0.02% 376
2021
Q2 		– Sell
-7,881
Closed -$250K – 410
2021
Q1 		$250K Sell
7,881
-1,115
-12% -$36.3K 0.02% 311
2020
Q4 		$276K Sell
8,996
-45
-0.5% -$1.3K 0.03% 263
2020
Q3 		$242K Sell
9,041
-550
-6% -$14.7K 0.03% 243
2020
Q2 		$234K Sell
9,591
-287
-3% -$6.52K 0.03% 229
2020
Q1 		$204K Buy
9,878
+84
+0.9% +$2.1K 0.03% 192
2019
Q4 		$268K Sell
9,794
-438
-4% -$11.5K 0.04% 187
2019
Q3 		$257K Buy
10,232
+624
+6% +$15.9K 0.04% 164
2019
Q2 		$252K Sell
9,608
-3,551
-27% -$92K 0.06% 129
2019
Q1 		$342K Buy
+13,159
New +$333K 0.08% 85
2016
Q2 		– Sell
-379,292
Closed -$7.88M – 82
2016
Q1 		$7.88M Buy
+379,292
New +$7.13M 4.23% 9

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

Avidian Wealth Enterprises's SCHE Position: Q1 2026 in Review

Avidian Wealth Enterprises reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 2.3% in Q1 2026, selling an estimated $5.7K and leaving 7,094 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #604.

Avidian Wealth Enterprises first reported a position in SCHE in Q1 2016 and has held it in 21 quarters since. The position peaked at $7.88M in Q1 2016. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Avidian Wealth Enterprises held 7,094 shares of Schwab Emerging Markets Equity ETF worth $234K as of Q1 2026.
  • Avidian Wealth Enterprises sold 167 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $5.7K.
  • Schwab Emerging Markets Equity ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q1 2026, its #604 holding.
  • Avidian Wealth Enterprises first reported a position in Schwab Emerging Markets Equity ETF in Q1 2016 and has held it in 21 quarters since.
  • Avidian Wealth Enterprises's Schwab Emerging Markets Equity ETF position peaked at $7.88M in Q1 2016.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.