Droms Strauss Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Droms Strauss Advisors’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	$14.3M	Sell	433,989 -13,690	-3%	-$467K	3.74%	9
2025 Q4	$14.7M	Buy	447,679 +389,106	+664%	+$13M	3.86%	8
2025 Q3	$1.95M	Sell	58,573 -393	-0.7%	-$12.4K	0.57%	29
2025 Q2	$1.78M	Buy	58,966 +3,078	+6%	+$87.2K	0.55%	30
2025 Q1	$1.54M	Sell	55,888 -2,995	-5%	-$82K	0.53%	28
2024 Q4	$1.57M	Buy	58,883 +5,980	+11%	+$169K	0.51%	28
2024 Q3	$1.54M	Buy	52,903 +1,020	+2%	+$27.6K	0.55%	28
2024 Q2	$1.38M	Sell	51,883 -347	-0.7%	-$9.04K	0.5%	28
2024 Q1	$1.32M	Sell	52,230 -7,877	-13%	-$194K	0.48%	30
2023 Q4	$1.49M	Buy	60,107 +13,358	+29%	+$321K	0.58%	29
2023 Q3	$1.12M	Sell	46,749 -682	-1%	-$16.9K	0.48%	31
2023 Q2	$1.17M	Buy	47,431 +213	+0.5%	+$5.21K	0.49%	31
2023 Q1	$1.16M	Sell	47,218 -8,640	-15%	-$214K	0.52%	27
2022 Q4	$1.32M	Buy	55,858 +38,285	+218%	+$891K	0.6%	29
2022 Q3	$390K	Sell	17,573 -18,700	-52%	-$462K	0.19%	46
2022 Q2	$914K	Buy	36,273 +883	+2%	+$23.1K	0.46%	27
2022 Q1	$1M	Sell	35,390 -3,463	-9%	-$100K	0.5%	18
2021 Q4	$1.15M	Buy	38,853 +4,086	+12%	+$125K	0.51%	21
2021 Q3	$1.06M	Sell	34,767 -410	-1%	-$12.8K	0.51%	21
2021 Q2	$1.16M	Buy	35,177 +121	+0.3%	+$3.92K	0.55%	18
2021 Q1	$1.11M	Sell	35,056 -19	-0.1%	-$619	0.55%	20
2020 Q4	$1.07M	Buy	35,075 +374	+1%	+$10.8K	0.62%	16
2020 Q3	$928K	Sell	34,701 -2,770	-7%	-$74K	0.55%	19
2020 Q2	$912K	Buy	37,471 +27,443	+274%	+$624K	0.63%	17
2020 Q1	$207K	Sell	10,028 -40,265	-80%	-$1.01M	0.17%	38
2019 Q4	$1.38M	Sell	50,293 -95	-0.2%	-$2.5K	1.02%	15
2019 Q3	$1.26M	Sell	50,388 -1,608	-3%	-$40.9K	1.02%	17
2019 Q2	$1.36M	Sell	51,996 -3,286	-6%	-$85.1K	1.02%	17
2019 Q1	$1.44M	Sell	55,282 -31,634	-36%	-$802K	1.11%	17
2018 Q4	$2.05M	Buy	+86,916	New	+$2.11M	1.89%	12

Other funds holding SCHE

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Droms Strauss Advisors's SCHE Position: Q1 2026 in Review

Droms Strauss Advisors reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 3.1% in Q1 2026, selling an estimated $467K and leaving 433,989 shares worth $14.3M. The position accounts for 3.74% of the portfolio, ranked #9.

Droms Strauss Advisors first reported a position in SCHE in Q4 2018 and has held it in 30 quarters since. The position peaked at $14.7M in Q4 2025. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

Droms Strauss Advisors held 433,989 shares of Schwab Emerging Markets Equity ETF worth $14.3M as of Q1 2026.
Droms Strauss Advisors sold 13,690 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $467K.
Schwab Emerging Markets Equity ETF made up 3.74% of Droms Strauss Advisors's portfolio in Q1 2026, its #9 holding.
Droms Strauss Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2018 and has held it in 30 quarters since.
Droms Strauss Advisors's Schwab Emerging Markets Equity ETF position peaked at $14.7M in Q4 2025.
864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Droms Strauss Advisors's 13F filing for Q1 2026, filed 1 May 2026.