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Curtis Advisory Group’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Curtis Advisory 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 		$534K Sell
16,202
-56,788
-78% -$1.94M 0.12% 83
2025
Q4 		$2.39M Buy
72,990
+56,832
+352% +$1.9M 0.5% 40
2025
Q3 		$539K Buy
16,158
+921
+6% +$29K 0.12% 75
2025
Q2 		$459K Sell
15,237
-60,333
-80% -$1.71M 0.12% 79
2025
Q1 		$2.08M Buy
75,570
+60,315
+395% +$1.65M 0.61% 33
2024
Q4 		$406K Buy
15,255
+221
+1% +$6.24K 0.11% 75
2024
Q3 		$439K Sell
15,034
-92
-0.6% -$2.49K 0.12% 70
2024
Q2 		$402K Buy
15,126
+723
+5% +$18.8K 0.14% 69
2024
Q1 		$364K Sell
14,403
-499
-3% -$12.3K 0.14% 72
2023
Q4 		$369K Sell
14,902
-31,431
-68% -$756K 0.17% 68
2023
Q3 		$1.11M Buy
46,333
+2,757
+6% +$68.3K 0.37% 33
2023
Q2 		$1.07M Buy
43,576
+4,574
+12% +$112K 0.34% 37
2023
Q1 		$956K Buy
39,002
+5,633
+17% +$140K 0.35% 35
2022
Q4 		$790K Buy
33,369
+7,256
+28% +$169K 0.32% 37
2022
Q3 		$585K Sell
26,113
-393
-1% -$9.71K 0.24% 45
2022
Q2 		$673K Sell
26,506
-1,506
-5% -$39.4K 0.27% 43
2022
Q1 		$778K Sell
28,012
-227
-0.8% -$6.57K 0.26% 39
2021
Q4 		$836K Sell
28,239
-790
-3% -$24.1K 0.27% 43
2021
Q3 		$885K Buy
29,029
+1,149
+4% +$35.9K 0.32% 39
2021
Q2 		$917K Buy
27,880
+1,089
+4% +$35.3K 0.4% 37
2021
Q1 		$851K Sell
26,791
-58
-0.2% -$1.89K 0.38% 39
2020
Q4 		$823K Buy
26,849
+1,304
+5% +$37.8K 0.4% 35
2020
Q3 		$684K Buy
25,545
+81
+0.3% +$2.16K 0.4% 31
2020
Q2 		$620K Buy
+25,464
New +$579K 0.44% 29

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

Curtis Advisory Group's SCHE Position: Q1 2026 in Review

Curtis Advisory Group reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 78% in Q1 2026, selling an estimated $1.94M and leaving 16,202 shares worth $534K. The position accounts for 0.12% of the portfolio, ranked #83.

Curtis Advisory Group first reported a position in SCHE in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.39M in Q4 2025. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Curtis Advisory Group held 16,202 shares of Schwab Emerging Markets Equity ETF worth $534K as of Q1 2026.
  • Curtis Advisory Group sold 56,788 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $1.94M.
  • Schwab Emerging Markets Equity ETF made up 0.12% of Curtis Advisory Group's portfolio in Q1 2026, its #83 holding.
  • Curtis Advisory Group first reported a position in Schwab Emerging Markets Equity ETF in Q2 2020 and has held it in 24 quarters since.
  • Curtis Advisory Group's Schwab Emerging Markets Equity ETF position peaked at $2.39M in Q4 2025.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Curtis Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.