EW
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Element Wealth’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Element 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 		$1.02M Buy
31,101
+428
+1% +$14.6K 0.42% 60
2025
Q4 		$1M Sell
30,673
-216
-0.7% -$7.2K 0.41% 63
2025
Q3 		$1.03M Sell
30,889
-607
-2% -$19.1K 0.45% 59
2025
Q2 		$949K Sell
31,496
-784
-2% -$22.2K 0.44% 55
2025
Q1 		$890K Sell
32,280
-524
-2% -$14.3K 0.48% 47
2024
Q4 		$874K Sell
32,804
-130
-0.4% -$3.67K 0.46% 44
2024
Q3 		$961K Buy
32,934
+1,306
+4% +$35.3K 0.51% 40
2024
Q2 		$840K Sell
31,628
-869
-3% -$22.6K 0.47% 43
2024
Q1 		$821K Sell
32,497
-120
-0.4% -$2.95K 0.48% 43
2023
Q4 		$809K Buy
32,617
+518
+2% +$12.5K 0.51% 39
2023
Q3 		$768K Sell
32,099
-419
-1% -$10.4K 0.55% 34
2023
Q2 		$801K Sell
32,518
-76
-0.2% -$1.86K 0.56% 34
2023
Q1 		$799K Sell
32,594
-976
-3% -$24.2K 0.6% 32
2022
Q4 		$795K Sell
33,570
-8,932
-21% -$208K 0.65% 25
2022
Q3 		$952K Sell
42,502
-1,025
-2% -$25.3K 0.88% 20
2022
Q2 		$1.1M Sell
43,527
-393
-0.9% -$10.3K 1.1% 18
2022
Q1 		$1.22M Sell
43,920
-34,289
-44% -$992K 0.98% 19
2021
Q4 		$2.32M Sell
78,209
-22,082
-22% -$675K 1.75% 14
2021
Q3 		$3.06M Buy
100,291
+244
+0.2% +$7.62K 2.44% 13
2021
Q2 		$3.29M Sell
100,047
-1,409
-1% -$45.7K 2.57% 13
2021
Q1 		$3.22M Buy
101,456
+63,711
+169% +$2.08M 2.68% 13
2020
Q4 		$1.16M Sell
37,745
-1,187
-3% -$34.4K 1.07% 24
2020
Q3 		$1.04M Sell
38,932
-4,057
-9% -$108K 1.11% 22
2020
Q2 		$1.05M Buy
42,989
+2,796
+7% +$63.5K 1.2% 19
2020
Q1 		$832K Sell
40,193
-40,915
-50% -$1.02M 1.15% 20
2019
Q4 		$2.22M Buy
+81,108
New +$2.14M 2.27% 17

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

Element Wealth's SCHE Position: Q1 2026 in Review

Element Wealth increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 1.4% in Q1 2026, buying an estimated $14.6K and bringing the position to 31,101 shares worth $1.02M. The position accounts for 0.42% of the portfolio, ranked #60.

Element Wealth first reported a position in SCHE in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.29M in Q2 2021. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Element Wealth held 31,101 shares of Schwab Emerging Markets Equity ETF worth $1.02M as of Q1 2026.
  • Element Wealth bought 428 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $14.6K.
  • Schwab Emerging Markets Equity ETF made up 0.42% of Element Wealth's portfolio in Q1 2026, its #60 holding.
  • Element Wealth first reported a position in Schwab Emerging Markets Equity ETF in Q4 2019 and has held it in 26 quarters since.
  • Element Wealth's Schwab Emerging Markets Equity ETF position peaked at $3.29M in Q2 2021.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Element Wealth's 13F filing for Q1 2026, filed 4 May 2026.