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Comprehensive Money Management Services’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Comprehensive Money Management Services’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 		$400K Hold
12,133
– – 0.26% 125
2025
Q4 		$397K Hold
12,133
– – 0.27% 121
2025
Q3 		$405K Hold
12,133
– – 0.29% 109
2025
Q2 		$366K Sell
12,133
-470
-4% -$13.3K 0.28% 114
2025
Q1 		$347K Sell
12,603
-130
-1% -$3.56K 0.28% 117
2024
Q4 		$339K Buy
+12,733
New +$359K 0.28% 117

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

Comprehensive Money Management Services's SCHE Position: Q1 2026 in Review

Comprehensive Money Management Services held its Schwab Emerging Markets Equity ETF (SCHE) position steady in Q1 2026 at 12,133 shares worth $400K. The position accounts for 0.26% of the portfolio, ranked #125.

Comprehensive Money Management Services first reported a position in SCHE in Q4 2024 and has held it in 6 quarters since. The position peaked at $405K in Q3 2025. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Comprehensive Money Management Services held 12,133 shares of Schwab Emerging Markets Equity ETF worth $400K as of Q1 2026.
  • Comprehensive Money Management Services left its Schwab Emerging Markets Equity ETF share count unchanged in Q1 2026.
  • Schwab Emerging Markets Equity ETF made up 0.26% of Comprehensive Money Management Services's portfolio in Q1 2026, its #125 holding.
  • Comprehensive Money Management Services first reported a position in Schwab Emerging Markets Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • Comprehensive Money Management Services's Schwab Emerging Markets Equity ETF position peaked at $405K in Q3 2025.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Comprehensive Money Management Services's 13F filing for Q1 2026, filed 23 Apr 2026.