Corient Private Wealth
SCHE icon

Corient Private Wealth’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Corient Private Wealth’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 		$49.2M Sell
1,500,199
-1,462,957
-49% -$49.9M 0.07% 240
2025
Q4 		$97M Buy
2,963,156
+1,488,942
+101% +$49.7M 0.07% 252
2025
Q3 		$49.2M Buy
1,474,214
+1,357,652
+1,165% +$42.8M 0.08% 236
2025
Q2 		$3.51M Sell
116,562
-835,501
-88% -$23.7M ﹤0.01% 818
2025
Q1 		$26.2M Buy
952,063
+50,746
+6% +$1.39M 0.04% 343
2024
Q4 		$24M Sell
901,317
-8,731
-1% -$246K 0.04% 359
2024
Q3 		$26.6M Buy
910,048
+7,590
+0.8% +$205K 0.04% 371
2024
Q2 		$24M Buy
902,458
+6,640
+0.7% +$173K 0.04% 354
2024
Q1 		$22.6M Buy
895,818
+4,029
+0.5% +$99K 0.04% 359
2023
Q4 		$22.1M Buy
891,789
+21,862
+3% +$526K 0.04% 371
2023
Q3 		$20.8M Buy
869,927
+55,862
+7% +$1.38M 0.05% 338
2023
Q2 		$20.1M Buy
814,065
+19,838
+2% +$485K 0.05% 336
2023
Q1 		$19.5M Buy
794,227
+21,964
+3% +$544K 0.05% 316
2022
Q4 		$18.3M Buy
+772,263
New +$18M 0.07% 279

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

Corient Private Wealth's SCHE Position: Q1 2026 in Review

Corient Private Wealth reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 49% in Q1 2026, selling an estimated $49.9M and leaving 1,500,199 shares worth $49.2M. The position accounts for 0.07% of the portfolio, ranked #240.

Corient Private Wealth first reported a position in SCHE in Q4 2022 and has held it in 14 quarters since. The position peaked at $97M in Q4 2025. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Corient Private Wealth held 1,500,199 shares of Schwab Emerging Markets Equity ETF worth $49.2M as of Q1 2026.
  • Corient Private Wealth sold 1,462,957 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $49.9M.
  • Schwab Emerging Markets Equity ETF made up 0.07% of Corient Private Wealth's portfolio in Q1 2026, its #240 holding.
  • Corient Private Wealth first reported a position in Schwab Emerging Markets Equity ETF in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Schwab Emerging Markets Equity ETF position peaked at $97M in Q4 2025.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.