Creative Planning
SCHE icon

Creative Planning’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Creative Planning’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
2019
Q4 		– Sell
-56,700
Closed -$107K – 2097
2019
Q3 		$107K Buy
+56,700
New +$1.44M ﹤0.01% 1710

Other funds holding SCHE

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning's SCHE Position: Q1 2026 in Review

Creative Planning increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 15% in Q1 2026, buying an estimated $97.3M and bringing the position to 21,758,142 shares worth $717M. The position accounts for 0.49% of the portfolio, ranked #38.

Creative Planning first reported a position in SCHE in Q3 2013 and has held it in 51 quarters since. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Creative Planning held 21,758,142 shares of Schwab Emerging Markets Equity ETF worth $717M as of Q1 2026.
  • Creative Planning bought 2,851,208 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $97.3M.
  • Schwab Emerging Markets Equity ETF made up 0.49% of Creative Planning's portfolio in Q1 2026, its #38 holding.
  • Creative Planning first reported a position in Schwab Emerging Markets Equity ETF in Q3 2013 and has held it in 51 quarters since.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.