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Capital Investment Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Capital Investment 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 		$366K Buy
11,110
+3,510
+46% +$120K 0.01% 561
2025
Q4 		$249K Sell
7,600
-448
-6% -$14.9K ﹤0.01% 646
2025
Q3 		$269K Buy
+8,048
New +$254K ﹤0.01% 622
2025
Q2 		– Sell
-8,260
Closed -$228K – 727
2025
Q1 		$228K Buy
+8,260
New +$226K ﹤0.01% 601
2024
Q1 		– Sell
-12,755
Closed -$316K – 656
2023
Q4 		$316K Buy
12,755
+4,015
+46% +$96.5K 0.01% 459
2023
Q3 		$209K Buy
+8,740
New +$216K 0.01% 541

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 Investment Advisors's SCHE Position: Q1 2026 in Review

Capital Investment Advisors increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 46% in Q1 2026, buying an estimated $120K and bringing the position to 11,110 shares worth $366K. The position accounts for 0.01% of the portfolio, ranked #561.

Capital Investment Advisors first reported a position in SCHE in Q3 2023 and has held it in 6 quarters since. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Capital Investment Advisors held 11,110 shares of Schwab Emerging Markets Equity ETF worth $366K as of Q1 2026.
  • Capital Investment Advisors bought 3,510 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $120K.
  • Schwab Emerging Markets Equity ETF made up 0.01% of Capital Investment Advisors's portfolio in Q1 2026, its #561 holding.
  • Capital Investment Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q3 2023 and has held it in 6 quarters since.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.