Carson Wealth (CWM LLC)’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $871K | Sell |
26,437
-10,086
| -28% | -$344K | ﹤0.01% | 1630 |
|
|
2025
Q4 | $1.2M | Sell |
36,523
-2,060
| -5% | -$68.7K | ﹤0.01% | 1391 |
|
|
2025
Q3 | $1.29M | Sell |
38,583
-55,106
| -59% | -$1.74M | ﹤0.01% | 1277 |
|
|
2025
Q2 | $2.82M | Sell |
93,689
-15,833
| -14% | -$448K | 0.01% | 813 |
|
|
2025
Q1 | $3.02M | Buy |
109,522
+32,567
| +42% | +$891K | 0.01% | 683 |
|
|
2024
Q4 | $2.05M | Sell |
76,955
-1,848
| -2% | -$52.2K | 0.01% | 774 |
|
|
2024
Q3 | $2.3M | Sell |
78,803
-23,041
| -23% | -$624K | 0.01% | 656 |
|
|
2024
Q2 | $2.71M | Sell |
101,844
-37,922
| -27% | -$988K | 0.01% | 563 |
|
|
2024
Q1 | $3.53M | Sell |
139,766
-10,620
| -7% | -$261K | 0.02% | 485 |
|
|
2023
Q4 | $3.73M | Sell |
150,386
-34,418
| -19% | -$828K | 0.02% | 451 |
|
|
2023
Q3 | $4.42M | Sell |
184,804
-43,723
| -19% | -$1.08M | 0.03% | 386 |
|
|
2023
Q2 | $5.63M | Buy |
228,527
+158,552
| +227% | +$3.87M | 0.03% | 321 |
|
|
2023
Q1 | $1.72M | Sell |
69,975
-23,801
| -25% | -$590K | 0.01% | 507 |
|
|
2022
Q4 | $2.22M | Buy |
93,776
+10,496
| +13% | +$244K | 0.02% | 434 |
|
|
2022
Q3 | $1.86M | Buy |
83,280
+2,334
| +3% | +$57.7K | 0.01% | 429 |
|
|
2022
Q2 | $2.05M | Sell |
80,946
-105,692
| -57% | -$2.76M | 0.02% | 406 |
|
|
2022
Q1 | $5.18M | Buy |
186,638
+34,253
| +22% | +$991K | 0.04% | 295 |
|
|
2021
Q4 | $4.51M | Buy |
+152,385
| New | +$4.66M | 0.03% | 310 |
|
|
2021
Q2 | $1.4M | Hold |
42,620
| – | – | 0.01% | 507 |
|
|
2021
Q1 | $1.4M | Hold |
42,620
| – | – | 0.01% | 507 |
|
|
2020
Q4 | $1.4M | Hold |
42,620
| – | – | 0.01% | 507 |
|
|
2020
Q3 | $1.4M | Hold |
42,620
| – | – | 0.01% | 507 |
|
|
2020
Q2 | $1.4M | Hold |
42,620
| – | – | 0.01% | 507 |
|
|
2020
Q1 | $1.4M | Hold |
42,620
| – | – | 0.01% | 507 |
|
|
2019
Q4 | $1.4M | Hold |
42,620
| – | – | 0.01% | 507 |
|
|
2019
Q3 | $1.4M | Hold |
42,620
| – | – | 0.01% | 507 |
|
|
2019
Q2 | $1.4M | Hold |
42,620
| – | – | 0.01% | 507 |
|
|
2019
Q1 | $1.4M | Buy |
42,620
+15,509
| +57% | +$393K | 0.01% | 507 |
|
|
2018
Q4 | $638K | Sell |
27,111
-36,370
| -57% | -$881K | 0.02% | 419 |
|
|
2018
Q3 | $1.63M | Buy |
63,481
+27,834
| +78% | +$721K | 0.04% | 273 |
|
|
2018
Q2 | $923K | Buy |
35,647
+35,570
| +46,195% | +$978K | 0.03% | 279 |
|
|
2018
Q1 | $2K | Hold |
77
| – | – | ﹤0.01% | 1200 |
|
|
2017
Q4 | $2K | Hold |
77
| – | – | ﹤0.01% | 1293 |
|
|
2017
Q3 | $2K | Hold |
77
| – | – | ﹤0.01% | 1303 |
|
|
2017
Q2 | $2K | Buy |
+77
| New | +$1.89K | ﹤0.01% | 1030 |
|
Other funds holding SCHE
RIM
SAG
R
OWM
Carson Wealth (CWM LLC)'s SCHE Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 28% in Q1 2026, selling an estimated $344K and leaving 26,437 shares worth $871K. The position accounts for ﹤0.01% of the portfolio, ranked #1630.
Carson Wealth (CWM LLC) first reported a position in SCHE in Q2 2017 and has held it in 35 quarters since. The position peaked at $5.63M in Q2 2023. 867 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.
- Carson Wealth (CWM LLC) held 26,437 shares of Schwab Emerging Markets Equity ETF worth $871K as of Q1 2026.
- Carson Wealth (CWM LLC) sold 10,086 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $344K.
- Schwab Emerging Markets Equity ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1630 holding.
- Carson Wealth (CWM LLC) first reported a position in Schwab Emerging Markets Equity ETF in Q2 2017 and has held it in 35 quarters since.
- Carson Wealth (CWM LLC)'s Schwab Emerging Markets Equity ETF position peaked at $5.63M in Q2 2023.
- 867 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.