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Chapman Financial Group’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Chapman Financial Group’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 		$223K Buy
6,776
+775
+13% +$26.5K 0.16% 121
2025
Q4 		$197K Buy
6,001
+1,282
+27% +$42.7K 0.13% 130
2025
Q3 		$157K Buy
4,719
+17
+0.4% +$536 0.11% 141
2025
Q2 		$142K Buy
+4,702
New +$133K 0.12% 116
2024
Q4 		$131K Buy
+4,902
New +$138K 0.1% 119

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

Chapman Financial Group's SCHE Position: Q1 2026 in Review

Chapman Financial Group increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 13% in Q1 2026, buying an estimated $26.5K and bringing the position to 6,776 shares worth $223K. The position accounts for 0.16% of the portfolio, ranked #121.

Chapman Financial Group first reported a position in SCHE in Q4 2024 and has held it in 5 quarters since. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Chapman Financial Group held 6,776 shares of Schwab Emerging Markets Equity ETF worth $223K as of Q1 2026.
  • Chapman Financial Group bought 775 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $26.5K.
  • Schwab Emerging Markets Equity ETF made up 0.16% of Chapman Financial Group's portfolio in Q1 2026, its #121 holding.
  • Chapman Financial Group first reported a position in Schwab Emerging Markets Equity ETF in Q4 2024 and has held it in 5 quarters since.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

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