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Cassaday & Co Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Cassaday & Co Wealth Management’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 		$402K Sell
12,214
-111
-0.9% -$3.79K 0.01% 244
2025
Q4 		$404K Buy
12,325
+114
+0.9% +$3.8K 0.01% 245
2025
Q3 		$407K Buy
12,211
+47
+0.4% +$1.48K 0.01% 237
2025
Q2 		$367K Sell
12,164
-3,479
-22% -$98.5K 0.01% 238
2025
Q1 		$431K Buy
15,643
+270
+2% +$7.39K 0.01% 213
2024
Q4 		$409K Buy
+15,373
New +$434K 0.01% 212

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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

Cassaday & Co Wealth Management's SCHE Position: Q1 2026 in Review

Cassaday & Co Wealth Management reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 0.9% in Q1 2026, selling an estimated $3.79K and leaving 12,214 shares worth $402K. The position accounts for 0.01% of the portfolio, ranked #244.

Cassaday & Co Wealth Management first reported a position in SCHE in Q4 2024 and has held it in 6 quarters since. The position peaked at $431K in Q1 2025. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Cassaday & Co Wealth Management held 12,214 shares of Schwab Emerging Markets Equity ETF worth $402K as of Q1 2026.
  • Cassaday & Co Wealth Management sold 111 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $3.79K.
  • Schwab Emerging Markets Equity ETF made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #244 holding.
  • Cassaday & Co Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • Cassaday & Co Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $431K in Q1 2025.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.