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Cooper/Haims Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Cooper/Haims 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 		$34.8M Sell
1,055,311
-130,834
-11% -$4.47M 16.36% 1
2025
Q4 		$38.8M Sell
1,186,145
-55,389
-4% -$1.85M 17.65% 1
2025
Q3 		$41.4M Sell
1,241,534
-26,096
-2% -$822K 19.36% 1
2025
Q2 		$38.2M Buy
1,267,630
+26,312
+2% +$745K 18.82% 1
2025
Q1 		$34.2M Buy
1,241,318
+19,305
+2% +$528K 18.55% 1
2024
Q4 		$32.5M Sell
1,222,013
-4,400
-0.4% -$124K 18.46% 1
2024
Q3 		$35.8M Buy
1,226,413
+19,223
+2% +$520K 19.68% 1
2024
Q2 		$32.1M Buy
1,207,190
+12,210
+1% +$318K 17.98% 1
2024
Q1 		$30.2M Buy
1,194,980
+127,517
+12% +$3.13M 17.54% 1
2023
Q4 		$26.5M Sell
1,067,463
-29,635
-3% -$713K 15% 1
2023
Q3 		$26.3M Buy
1,097,098
+16,040
+1% +$397K 20.43% 1
2023
Q2 		$26.6M Buy
1,081,058
+30,939
+3% +$756K 20.43% 1
2023
Q1 		$25.7M Buy
1,050,119
+42,220
+4% +$1.05M 20.61% 1
2022
Q4 		$23.9M Buy
1,007,899
+36,015
+4% +$838K 16.92% 1
2022
Q3 		$21.8M Buy
971,884
+49,570
+5% +$1.22M 18.03% 1
2022
Q2 		$23.4M Buy
922,314
+36,426
+4% +$952K 15.36% 1
2022
Q1 		$24.6M Buy
885,888
+63,358
+8% +$1.83M 16.04% 1
2021
Q4 		$24.4M Buy
822,530
+17,618
+2% +$538K 14.99% 1
2021
Q3 		$24.5M Buy
804,912
+15,131
+2% +$473K 14.79% 1
2021
Q2 		$26M Buy
789,781
+14,203
+2% +$461K 17.06% 1
2021
Q1 		$24.6M Buy
775,578
+10,247
+1% +$334K 17.44% 1
2020
Q4 		$23.5M Sell
765,331
-16,556
-2% -$480K 17.98% 1
2020
Q3 		$20.9M Buy
781,887
+2,936
+0.4% +$78.4K 17.24% 1
2020
Q2 		$19M Buy
778,951
+1,942
+0.2% +$44.1K 15.4% 3
2020
Q1 		$16.1M Buy
777,009
+5,187
+0.7% +$130K 13.99% 3
2019
Q4 		$21.1M Sell
771,822
-22,941
-3% -$605K 11.62% 4
2019
Q3 		$20M Buy
794,763
+27,500
+4% +$700K 12.19% 4
2019
Q2 		$20.1M Buy
767,263
+16,488
+2% +$427K 12.51% 4
2019
Q1 		$19.5M Buy
750,775
+37,290
+5% +$945K 12.44% 4
2018
Q4 		$16.8M Buy
713,485
+21,225
+3% +$514K 11.59% 4
2018
Q3 		$17.8M Buy
692,260
+52,675
+8% +$1.36M 12.26% 4
2018
Q2 		$16.6M Buy
639,585
+60,420
+10% +$1.66M 12.24% 3
2018
Q1 		$16.6M Buy
579,165
+20,753
+4% +$608K 14.64% 2
2017
Q4 		$15.6M Buy
+558,412
New +$15.4M 14.44% 1

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 $11.5B AUM 18.82% 1-Year Est. Return

Cooper/Haims Advisors's SCHE Position: Q1 2026 in Review

Cooper/Haims Advisors reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 11% in Q1 2026, selling an estimated $4.47M and leaving 1,055,311 shares worth $34.8M. The position accounts for 16.36% of the portfolio, ranked #1.

Cooper/Haims Advisors first reported a position in SCHE in Q4 2017 and has held it in 34 quarters since. The position peaked at $41.4M in Q3 2025. 865 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Cooper/Haims Advisors held 1,055,311 shares of Schwab Emerging Markets Equity ETF worth $34.8M as of Q1 2026.
  • Cooper/Haims Advisors sold 130,834 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $4.47M.
  • Schwab Emerging Markets Equity ETF made up 16.36% of Cooper/Haims Advisors's portfolio in Q1 2026, its #1 holding.
  • Cooper/Haims Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2017 and has held it in 34 quarters since.
  • Cooper/Haims Advisors's Schwab Emerging Markets Equity ETF position peaked at $41.4M in Q3 2025.
  • 865 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Cooper/Haims Advisors's 13F filing for Q1 2026, filed 12 May 2026.