CFP
SCHE icon

Cascade Financial Partners’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Cascade Financial Partners’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 		$3.85M Sell
116,984
-1,484
-1% -$50.7K 0.4% 59
2025
Q4 		$3.88M Sell
118,468
-297
-0.3% -$9.9K 0.39% 57
2025
Q3 		$3.96M Sell
118,765
-344
-0.3% -$10.8K 0.45% 48
2025
Q2 		$3.59M Buy
119,109
+2
+0% +$57 0.43% 48
2025
Q1 		$3.28M Sell
119,107
-5,850
-5% -$160K 0.41% 49
2024
Q4 		$3.33M Buy
124,957
+152
+0.1% +$4.29K 0.43% 47
2024
Q3 		$3.61M Buy
124,805
+1
+0% +$27 0.45% 44
2024
Q2 		$3.31M Sell
124,804
-70
-0.1% -$1.82K 0.44% 45
2024
Q1 		$3.14M Buy
+124,874
New +$3.07M 0.45% 46

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

Cascade Financial Partners's SCHE Position: Q1 2026 in Review

Cascade Financial Partners reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 1.3% in Q1 2026, selling an estimated $50.7K and leaving 116,984 shares worth $3.85M. The position accounts for 0.4% of the portfolio, ranked #59.

Cascade Financial Partners first reported a position in SCHE in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.96M in Q3 2025. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Cascade Financial Partners held 116,984 shares of Schwab Emerging Markets Equity ETF worth $3.85M as of Q1 2026.
  • Cascade Financial Partners sold 1,484 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $50.7K.
  • Schwab Emerging Markets Equity ETF made up 0.4% of Cascade Financial Partners's portfolio in Q1 2026, its #59 holding.
  • Cascade Financial Partners first reported a position in Schwab Emerging Markets Equity ETF in Q1 2024 and has held it in 9 quarters since.
  • Cascade Financial Partners's Schwab Emerging Markets Equity ETF position peaked at $3.96M in Q3 2025.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.