CW
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CreativeOne Wealth’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

CreativeOne 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 		$222K Sell
6,737
-566
-8% -$19.3K 0.01% 1090
2025
Q4 		$239K Buy
7,303
+1,026
+16% +$34.2K 0.01% 1050
2025
Q3 		$209K Buy
+6,277
New +$198K 0.01% 1086
2023
Q3 		– Sell
-117,126
Closed -$2.88M – 780
2023
Q2 		$2.88M Sell
117,126
-2,035
-2% -$49.7K 0.13% 137
2023
Q1 		$2.92M Buy
119,161
+2,639
+2% +$65.4K 0.14% 121
2022
Q4 		$2.76M Sell
116,522
-379
-0.3% -$8.82K 0.15% 121
2022
Q3 		$2.62M Buy
116,901
+1,497
+1% +$37K 0.16% 117
2022
Q2 		$2.93M Sell
115,404
-504
-0.4% -$13.2K 0.16% 103
2022
Q1 		$3.22M Buy
115,908
+2,314
+2% +$67K 0.17% 103
2021
Q4 		$3.37M Sell
113,594
-6,419
-5% -$196K 0.17% 94
2021
Q3 		$3.66M Buy
120,013
+8,398
+8% +$262K 0.21% 88
2021
Q2 		$3.67M Buy
111,615
+20,287
+22% +$658K 0.23% 91
2021
Q1 		$2.9M Buy
91,328
+13,804
+18% +$450K 0.22% 82
2020
Q4 		$2.38M Buy
77,524
+8,576
+12% +$249K 0.2% 86
2020
Q3 		$1.84M Buy
68,948
+24,248
+54% +$648K 0.26% 65
2020
Q2 		$1.09M Buy
44,700
+3,334
+8% +$75.8K 0.17% 79
2020
Q1 		$856K Buy
+41,366
New +$1.03M 0.16% 75
2019
Q2 		– Sell
-10,241
Closed -$266K – 179
2019
Q1 		$266K Buy
+10,241
New +$259K 0.07% 107

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

CreativeOne Wealth's SCHE Position: Q1 2026 in Review

CreativeOne Wealth reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 7.8% in Q1 2026, selling an estimated $19.3K and leaving 6,737 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #1090.

CreativeOne Wealth first reported a position in SCHE in Q1 2019 and has held it in 18 quarters since. The position peaked at $3.67M in Q2 2021. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • CreativeOne Wealth held 6,737 shares of Schwab Emerging Markets Equity ETF worth $222K as of Q1 2026.
  • CreativeOne Wealth sold 566 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $19.3K.
  • Schwab Emerging Markets Equity ETF made up 0.01% of CreativeOne Wealth's portfolio in Q1 2026, its #1090 holding.
  • CreativeOne Wealth first reported a position in Schwab Emerging Markets Equity ETF in Q1 2019 and has held it in 18 quarters since.
  • CreativeOne Wealth's Schwab Emerging Markets Equity ETF position peaked at $3.67M in Q2 2021.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

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