CA
SCHE icon

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

Centerpoint 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 		– Sell
-2
Closed – – 421
2025
Q4 		$0 Buy
+2
New +$67 ﹤0.01% 461
2024
Q2 		– Sell
-7
Closed – – 468
2024
Q1 		$0 Hold
7
– – ﹤0.01% 453
2023
Q4 		$0 Hold
7
– – ﹤0.01% 575
2023
Q3 		$0 Hold
7
– – ﹤0.01% 622
2023
Q2 		$0 Buy
+7
New +$171 ﹤0.01% 615

Other funds holding SCHE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Centerpoint Advisors's SCHE Position: Q1 2026 in Review

Centerpoint Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2026, closing a stake of 2 shares.

Centerpoint Advisors first reported a position in SCHE in Q2 2023 and held it in 5 quarters. The position peaked at $0 in Q4 2025. 870 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Centerpoint Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Centerpoint Advisors sold 2 Schwab Emerging Markets Equity ETF shares in Q1 2026.
  • Centerpoint Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q2 2023 and held it in 5 quarters.
  • Centerpoint Advisors's Schwab Emerging Markets Equity ETF position peaked at $0 in Q4 2025.
  • 870 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Centerpoint Advisors's 13F filing for Q1 2026, filed 7 May 2026.