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Beacon Pointe Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Beacon Pointe 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 		$7.07M Buy
214,614
+12,555
+6% +$429K 0.04% 391
2025
Q4 		$6.62M Buy
202,059
+6,251
+3% +$208K 0.05% 328
2025
Q3 		$6.53M Buy
195,808
+23,388
+14% +$737K 0.06% 301
2025
Q2 		$5.2M Buy
172,420
+3,408
+2% +$96.5K 0.05% 301
2025
Q1 		$4.66M Sell
169,012
-10,883
-6% -$298K 0.05% 312
2024
Q4 		$4.79M Buy
179,895
+5,011
+3% +$141K 0.05% 294
2024
Q3 		$5.1M Sell
174,884
-7,111
-4% -$192K 0.06% 283
2024
Q2 		$4.83M Buy
181,995
+630
+0.3% +$16.4K 0.06% 287
2024
Q1 		$4.58M Buy
181,365
+6,216
+4% +$153K 0.05% 306
2023
Q4 		$4.34M Sell
175,149
-17,998
-9% -$433K 0.05% 313
2023
Q3 		$4.62M Buy
193,147
+26,606
+16% +$659K 0.06% 287
2023
Q2 		$4.1M Buy
166,541
+11,071
+7% +$271K 0.07% 245
2023
Q1 		$3.81M Buy
155,470
+37,386
+32% +$926K 0.07% 263
2022
Q4 		$2.8M Sell
118,084
-8,978
-7% -$209K 0.05% 293
2022
Q3 		$2.84M Sell
127,062
-15,653
-11% -$387K 0.06% 248
2022
Q2 		$3.63M Sell
142,715
-254,845
-64% -$6.66M 0.08% 227
2022
Q1 		$11M Buy
397,560
+258,313
+186% +$7.48M 0.15% 144
2021
Q4 		$4.12M Sell
139,247
-22,343
-14% -$683K 0.11% 163
2021
Q3 		$4.92M Buy
161,590
+7,903
+5% +$247K 0.12% 171
2021
Q2 		$5.05M Buy
153,687
+20,879
+16% +$677K 0.18% 116
2021
Q1 		$4.21M Buy
132,808
+28,412
+27% +$925K 0.26% 78
2020
Q4 		$3.2M Sell
104,396
-2,205
-2% -$63.9K 0.22% 97
2020
Q3 		$2.85M Sell
106,601
-8,967
-8% -$240K 0.28% 79
2020
Q2 		$2.81M Buy
115,568
+27,132
+31% +$616K 0.28% 84
2020
Q1 		$1.83M Buy
88,436
+45,160
+104% +$1.13M 0.29% 70
2019
Q4 		$1.19M Buy
43,276
+3,782
+10% +$99.7K 0.37% 59
2019
Q3 		$993K Sell
39,494
-1,150
-3% -$29.3K 0.43% 57
2019
Q2 		$1.07M Buy
40,644
+2,887
+8% +$74.8K 0.39% 69
2019
Q1 		$984K Sell
37,757
-3,075
-8% -$77.9K 0.37% 70
2018
Q4 		$958K Buy
+40,832
New +$989K 0.58% 47

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

Beacon Pointe Advisors's SCHE Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 6.2% in Q1 2026, buying an estimated $429K and bringing the position to 214,614 shares worth $7.07M. The position accounts for 0.04% of the portfolio, ranked #391.

Beacon Pointe Advisors first reported a position in SCHE in Q4 2018 and has held it in 30 quarters since. The position peaked at $11M in Q1 2022. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Beacon Pointe Advisors held 214,614 shares of Schwab Emerging Markets Equity ETF worth $7.07M as of Q1 2026.
  • Beacon Pointe Advisors bought 12,555 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $429K.
  • Schwab Emerging Markets Equity ETF made up 0.04% of Beacon Pointe Advisors's portfolio in Q1 2026, its #391 holding.
  • Beacon Pointe Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2018 and has held it in 30 quarters since.
  • Beacon Pointe Advisors's Schwab Emerging Markets Equity ETF position peaked at $11M in Q1 2022.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.