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Capital Analysts LLC’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Capital Analysts 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 		$2.16M Buy
65,429
+33,790
+107% +$1.15M 0.06% 241
2025
Q4 		$1.04M Buy
31,639
+6,466
+26% +$216K 0.03% 315
2025
Q3 		$840K Buy
25,173
+6,466
+35% +$204K 0.02% 337
2025
Q2 		$564K Buy
18,707
+5,797
+45% +$164K 0.02% 372
2025
Q1 		$356K Buy
12,910
+8,096
+168% +$222K 0.01% 423
2024
Q4 		$128K Buy
4,814
+2,359
+96% +$66.6K 0.01% 566
2024
Q3 		$72K Sell
2,455
-76
-3% -$2.06K ﹤0.01% 655
2024
Q2 		$67K Buy
2,531
+1,492
+144% +$38.9K ﹤0.01% 646
2024
Q1 		$26K Buy
+1,039
New +$25.5K ﹤0.01% 776
2023
Q3 		– Sell
-279
Closed -$7K – 1196
2023
Q2 		$7K Buy
+279
New +$6.82K ﹤0.01% 861

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

Capital Analysts LLC's SCHE Position: Q1 2026 in Review

Capital Analysts LLC increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 107% in Q1 2026, buying an estimated $1.15M and bringing the position to 65,429 shares worth $2.16M. The position accounts for 0.06% of the portfolio, ranked #241.

Capital Analysts LLC first reported a position in SCHE in Q2 2023 and has held it in 10 quarters since. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Capital Analysts LLC held 65,429 shares of Schwab Emerging Markets Equity ETF worth $2.16M as of Q1 2026.
  • Capital Analysts LLC bought 33,790 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $1.15M.
  • Schwab Emerging Markets Equity ETF made up 0.06% of Capital Analysts LLC's portfolio in Q1 2026, its #241 holding.
  • Capital Analysts LLC first reported a position in Schwab Emerging Markets Equity ETF in Q2 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 Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.