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Cherry Tree Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Cherry Tree 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 		$562K Sell
17,065
-108
-0.6% -$3.69K 0.12% 89
2025
Q4 		$562K Buy
17,173
+173
+1% +$5.77K 0.12% 90
2025
Q3 		$567K Buy
17,000
+854
+5% +$26.9K 0.12% 86
2025
Q2 		$487K Sell
16,146
-39
-0.2% -$1.1K 0.11% 96
2025
Q1 		$446K Sell
16,185
-31
-0.2% -$848 0.11% 101
2024
Q4 		$432K Buy
16,216
+128
+0.8% +$3.61K 0.11% 101
2024
Q3 		$469K Hold
16,088
– – 0.11% 104
2024
Q2 		$427K Buy
16,088
+91
+0.6% +$2.37K 0.11% 102
2024
Q1 		$404K Buy
15,997
+31
+0.2% +$762 0.1% 104
2023
Q4 		$396K Buy
15,966
+2,426
+18% +$58.3K 0.11% 103
2023
Q3 		$324K Sell
13,540
-593
-4% -$14.7K 0.1% 106
2023
Q2 		$348K Buy
+14,133
New +$345K 0.1% 104

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

Cherry Tree Wealth Management's SCHE Position: Q1 2026 in Review

Cherry Tree Wealth Management reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 0.63% in Q1 2026, selling an estimated $3.69K and leaving 17,065 shares worth $562K. The position accounts for 0.12% of the portfolio, ranked #89.

Cherry Tree Wealth Management first reported a position in SCHE in Q2 2023 and has held it in 12 quarters since. The position peaked at $567K in Q3 2025. 869 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Cherry Tree Wealth Management held 17,065 shares of Schwab Emerging Markets Equity ETF worth $562K as of Q1 2026.
  • Cherry Tree Wealth Management sold 108 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $3.69K.
  • Schwab Emerging Markets Equity ETF made up 0.12% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #89 holding.
  • Cherry Tree Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $567K in Q3 2025.
  • 869 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.