CFO
SCHE icon

CVA Family Office’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

CVA Family Office’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 		$889K Buy
26,978
+48
+0.2% +$1.64K 0.09% 121
2025
Q4 		$882K Sell
26,930
-426
-2% -$14.2K 0.1% 115
2025
Q3 		$913K Sell
27,356
-4,037
-13% -$127K 0.12% 110
2025
Q2 		$946K Buy
31,393
+186
+0.6% +$5.27K 0.13% 104
2025
Q1 		$860K Sell
31,207
-1,997
-6% -$54.7K 0.13% 107
2024
Q4 		$884K Sell
33,204
-326
-1% -$9.2K 0.14% 99
2024
Q3 		$978K Sell
33,530
-4,637
-12% -$126K 0.16% 91
2024
Q2 		$1.01M Sell
38,167
-11,119
-23% -$290K 0.18% 84
2024
Q1 		$1.24M Sell
49,286
-1,732
-3% -$42.6K 0.22% 75
2023
Q4 		$1.26M Sell
51,018
-7,871
-13% -$189K 0.25% 68
2023
Q3 		$1.41M Sell
58,889
-5,018
-8% -$124K 0.32% 58
2023
Q2 		$1.57M Buy
63,907
+15
+0% +$367 0.33% 54
2023
Q1 		$1.57M Sell
63,892
-13,357
-17% -$331K 0.35% 52
2022
Q4 		$1.83M Sell
77,249
-19,143
-20% -$446K 0.44% 44
2022
Q3 		$2.16M Sell
96,392
-12,511
-11% -$309K 0.59% 44
2022
Q2 		$2.76M Sell
108,903
-12,270
-10% -$321K 0.75% 33
2022
Q1 		$3.37M Buy
121,173
+20,847
+21% +$603K 0.8% 29
2021
Q4 		$2.97M Buy
100,326
+36,181
+56% +$1.11M 0.74% 30
2021
Q3 		$1.72M Sell
64,145
-216,307
-77% -$6.76M 1.24% 21
2021
Q2 		$9.22M Buy
280,452
+147,859
+112% +$4.8M 2.62% 7
2021
Q1 		$4.21M Buy
132,593
+50,877
+62% +$1.66M 1.6% 15
2020
Q4 		$2.5M Buy
81,716
+17,571
+27% +$509K 1.54% 18
2020
Q3 		$1.72M Buy
64,145
+2,567
+4% +$68.6K 1.24% 21
2020
Q2 		$1.5M Buy
61,578
+13,469
+28% +$306K 1.23% 21
2020
Q1 		$995K Buy
48,109
+4,985
+12% +$125K 1.01% 27
2019
Q4 		$1.18M Buy
+43,124
New +$1.14M 1.09% 24

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

CVA Family Office's SCHE Position: Q1 2026 in Review

CVA Family Office increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 0.18% in Q1 2026, buying an estimated $1.64K and bringing the position to 26,978 shares worth $889K. The position accounts for 0.09% of the portfolio, ranked #121.

CVA Family Office first reported a position in SCHE in Q4 2019 and has held it in 26 quarters since. The position peaked at $9.22M in Q2 2021. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • CVA Family Office held 26,978 shares of Schwab Emerging Markets Equity ETF worth $889K as of Q1 2026.
  • CVA Family Office bought 48 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $1.64K.
  • Schwab Emerging Markets Equity ETF made up 0.09% of CVA Family Office's portfolio in Q1 2026, its #121 holding.
  • CVA Family Office first reported a position in Schwab Emerging Markets Equity ETF in Q4 2019 and has held it in 26 quarters since.
  • CVA Family Office's Schwab Emerging Markets Equity ETF position peaked at $9.22M in Q2 2021.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.