BEI
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Benjamin Edwards Inc’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Benjamin Edwards Inc’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 		$26.7M Buy
810,336
+15,191
+2% +$519K 0.27% 114
2025
Q4 		$26M Buy
795,145
+45,089
+6% +$1.5M 0.29% 99
2025
Q3 		$25M Buy
750,056
+45,513
+6% +$1.43M 0.28% 94
2025
Q2 		$21.2M Buy
704,543
+31,477
+5% +$891K 0.27% 97
2025
Q1 		$18.6M Sell
673,066
-123,821
-16% -$3.39M 0.26% 103
2024
Q4 		$21.2M Buy
796,887
+34,152
+4% +$964K 0.3% 92
2024
Q3 		$22.3M Buy
762,735
+752,771
+7,555% +$20.4M 0.32% 86
2024
Q2 		$265K Buy
9,964
+878
+10% +$22.9K 0.05% 311
2024
Q1 		$229K Buy
9,086
+904
+11% +$22.2K 0.05% 319
2023
Q4 		$203K Buy
8,182
+596
+8% +$14.3K 0.04% 317
2023
Q3 		$182K Buy
7,586
+3,417
+82% +$84.6K 0.04% 299
2023
Q2 		$103K Sell
4,169
-8
-0.2% -$195 0.02% 383
2023
Q1 		$102K Buy
4,177
+4,053
+3,269% +$100K 0.02% 364
2022
Q4 		$3K Sell
124
-1,990
-94% -$46.3K ﹤0.01% 664
2022
Q3 		$47K Buy
2,114
+83
+4% +$2.05K 0.01% 424
2022
Q2 		$52K Buy
2,031
+171
+9% +$4.47K 0.02% 428
2022
Q1 		$52K Buy
1,860
+157
+9% +$4.54K 0.02% 449
2021
Q4 		$50K Buy
1,703
+108
+7% +$3.3K 0.02% 417
2021
Q3 		$49K Sell
1,595
-17
-1% -$531 0.03% 305
2021
Q2 		$53K Buy
1,612
+1,107
+219% +$35.9K 0.04% 269
2021
Q1 		$16K Buy
505
+56
+12% +$1.82K 0.01% 314
2020
Q4 		$14K Sell
449
-10
-2% -$290 0.01% 317
2020
Q3 		$12K Buy
459
+51
+13% +$1.36K 0.01% 304
2020
Q2 		$10K Hold
408
– – 0.01% 301
2020
Q1 		$8K Buy
408
+294
+258% +$7.35K 0.01% 298
2019
Q4 		$3K Buy
114
+4
+4% +$105 0.01% 267
2019
Q3 		$3K Buy
110
+7
+7% +$178 0.01% 275
2019
Q2 		$3K Buy
+103
New +$2.67K 0.01% 282

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

Benjamin Edwards Inc's SCHE Position: Q1 2026 in Review

Benjamin Edwards Inc increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 1.9% in Q1 2026, buying an estimated $519K and bringing the position to 810,336 shares worth $26.7M. The position accounts for 0.27% of the portfolio, ranked #114.

Benjamin Edwards Inc first reported a position in SCHE in Q2 2019 and has held it in 28 quarters since. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Benjamin Edwards Inc held 810,336 shares of Schwab Emerging Markets Equity ETF worth $26.7M as of Q1 2026.
  • Benjamin Edwards Inc bought 15,191 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $519K.
  • Schwab Emerging Markets Equity ETF made up 0.27% of Benjamin Edwards Inc's portfolio in Q1 2026, its #114 holding.
  • Benjamin Edwards Inc first reported a position in Schwab Emerging Markets Equity ETF in Q2 2019 and has held it in 28 quarters since.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.