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Diversified Portfolios Inc’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Diversified Portfolios Inc’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 		$401K Sell
12,179
-1,470
-11% -$50.2K 0.03% 139
2025
Q4 		$447K Buy
13,649
+87
+0.6% +$2.9K 0.04% 135
2025
Q3 		$453K Sell
13,562
-997
-7% -$31.4K 0.04% 127
2025
Q2 		$439K Sell
14,559
-3,124
-18% -$88.5K 0.04% 122
2025
Q1 		$488K Sell
17,683
-1,335
-7% -$36.5K 0.05% 109
2024
Q4 		$506K Buy
19,018
+2,702
+17% +$76.3K 0.06% 108
2024
Q3 		$476K Buy
16,316
+886
+6% +$24K 0.05% 107
2024
Q2 		$410K Buy
15,430
+1,312
+9% +$34.2K 0.05% 106
2024
Q1 		$356K Buy
14,118
+412
+3% +$10.1K 0.05% 108
2023
Q4 		$340K Sell
13,706
-6,899
-33% -$166K 0.05% 108
2023
Q3 		$493K Buy
20,605
+981
+5% +$24.3K 0.09% 84
2023
Q2 		$483K Buy
19,624
+10,462
+114% +$256K 0.1% 87
2023
Q1 		$225K Sell
9,162
-823
-8% -$20.4K 0.05% 125
2022
Q4 		$236K Sell
9,985
-9,577
-49% -$223K 0.05% 124
2022
Q3 		$438K Buy
19,562
+9,828
+101% +$243K 0.12% 86
2022
Q2 		$247K Sell
9,734
-3,801
-28% -$99.3K 0.07% 113
2022
Q1 		$376K Sell
13,535
-1,188
-8% -$34.4K 0.09% 101
2021
Q4 		$436K Sell
14,723
-2,594
-15% -$79.3K 0.1% 93
2021
Q3 		$528K Buy
17,317
+8,129
+88% +$254K 0.15% 72
2021
Q2 		$302K Sell
9,188
-179
-2% -$5.81K 0.11% 86
2021
Q1 		$298K Sell
9,367
-89
-0.9% -$2.9K 0.1% 81
2020
Q4 		$290K Buy
9,456
+1,735
+22% +$50.3K 0.1% 78
2020
Q3 		$207K Buy
+7,721
New +$206K 0.09% 70

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 $11.5B AUM 18.82% 1-Year Est. Return

Diversified Portfolios Inc's SCHE Position: Q1 2026 in Review

Diversified Portfolios Inc reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 11% in Q1 2026, selling an estimated $50.2K and leaving 12,179 shares worth $401K. The position accounts for 0.03% of the portfolio, ranked #139.

Diversified Portfolios Inc first reported a position in SCHE in Q3 2020 and has held it in 23 quarters since. The position peaked at $528K in Q3 2021. 865 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Diversified Portfolios Inc held 12,179 shares of Schwab Emerging Markets Equity ETF worth $401K as of Q1 2026.
  • Diversified Portfolios Inc sold 1,470 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $50.2K.
  • Schwab Emerging Markets Equity ETF made up 0.03% of Diversified Portfolios Inc's portfolio in Q1 2026, its #139 holding.
  • Diversified Portfolios Inc first reported a position in Schwab Emerging Markets Equity ETF in Q3 2020 and has held it in 23 quarters since.
  • Diversified Portfolios Inc's Schwab Emerging Markets Equity ETF position peaked at $528K in Q3 2021.
  • 865 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Diversified Portfolios Inc's 13F filing for Q1 2026, filed 6 May 2026.