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CAP Partners LLC’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

CAP Partners LLC’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 		$2.22M Buy
67,415
+6,759
+11% +$231K 1.25% 23
2025
Q4 		$1.99M Buy
60,656
+4,367
+8% +$146K 1.13% 26
2025
Q3 		$1.88M Buy
56,289
+3,817
+7% +$120K 1.07% 27
2025
Q2 		$1.58M Buy
52,472
+20,594
+65% +$583K 1% 28
2025
Q1 		$879K Buy
31,878
+6,963
+28% +$191K 0.64% 40
2024
Q4 		$663K Sell
24,915
-108
-0.4% -$3.05K 0.47% 53
2024
Q3 		$730K Sell
25,023
-12,068
-33% -$327K 0.55% 48
2024
Q2 		$985K Buy
37,091
+8,283
+29% +$216K 0.8% 29
2024
Q1 		$727K Sell
28,808
-14,978
-34% -$368K 0.64% 44
2023
Q4 		$1.09M Buy
+43,786
New +$1.05M 1.07% 26

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

CAP Partners LLC's SCHE Position: Q1 2026 in Review

CAP Partners LLC increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 11% in Q1 2026, buying an estimated $231K and bringing the position to 67,415 shares worth $2.22M. The position accounts for 1.25% of the portfolio, ranked #23.

CAP Partners LLC first reported a position in SCHE in Q4 2023 and has held it in 10 quarters since. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • CAP Partners LLC held 67,415 shares of Schwab Emerging Markets Equity ETF worth $2.22M as of Q1 2026.
  • CAP Partners LLC bought 6,759 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $231K.
  • Schwab Emerging Markets Equity ETF made up 1.25% of CAP Partners LLC's portfolio in Q1 2026, its #23 holding.
  • CAP Partners LLC first reported a position in Schwab Emerging Markets Equity ETF in Q4 2023 and has held it in 10 quarters since.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on CAP Partners LLC's 13F filing for Q1 2026, filed 28 Apr 2026.