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Cornerstone Wealth Group’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Cornerstone Wealth 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 		$509K Sell
14,421
-222
-2% -$7.58K 0.03% 232
2025
Q4 		$480K Buy
14,643
+4
+0% +$133 0.03% 217
2025
Q3 		$489K Buy
14,639
+89
+0.6% +$2.8K 0.03% 200
2025
Q2 		$439K Buy
14,550
+46
+0.3% +$1.3K 0.03% 197
2025
Q1 		$400K Sell
14,504
-899
-6% -$24.6K 0.03% 189
2024
Q4 		$410K Buy
15,403
+852
+6% +$24.1K 0.03% 179
2024
Q3 		$425K Buy
14,551
+1
+0% +$27 0.04% 180
2024
Q2 		$386K Sell
14,550
-166
-1% -$4.33K 0.03% 178
2024
Q1 		$372K Buy
+14,716
New +$362K 0.03% 174

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

Cornerstone Wealth Group's SCHE Position: Q1 2026 in Review

Cornerstone Wealth Group reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 1.5% in Q1 2026, selling an estimated $7.58K and leaving 14,421 shares worth $509K. The position accounts for 0.03% of the portfolio, ranked #232.

Cornerstone Wealth Group first reported a position in SCHE in Q1 2024 and has held it in 9 quarters since. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Cornerstone Wealth Group held 14,421 shares of Schwab Emerging Markets Equity ETF worth $509K as of Q1 2026.
  • Cornerstone Wealth Group sold 222 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $7.58K.
  • Schwab Emerging Markets Equity ETF made up 0.03% of Cornerstone Wealth Group's portfolio in Q1 2026, its #232 holding.
  • Cornerstone Wealth Group first reported a position in Schwab Emerging Markets Equity ETF in Q1 2024 and has held it in 9 quarters since.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.