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Elite Life Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Elite Life Management’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 		$222K Buy
+6,025
New +$206K 0.28% 50
2025
Q4 		– Sell
-10,681
Closed -$358K – 56
2025
Q3 		$358K Buy
10,681
+1,754
+20% +$55.3K 0.73% 19
2025
Q2 		$269K Buy
+8,927
New +$253K 0.69% 23

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

Elite Life Management's SCHE Position: Q1 2026 in Review

Elite Life Management opened a new position in Schwab Emerging Markets Equity ETF (SCHE) in Q1 2026: 6,025 shares worth $222K. The stake represents 0.28% of the portfolio and ranks #50 among its holdings. This is a return to the name: Elite Life Management previously reported a position in SCHE as recently as Q3 2025.

Elite Life Management first reported a position in SCHE in Q2 2025 and has held it in 3 quarters since. The position peaked at $358K in Q3 2025. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Elite Life Management held 6,025 shares of Schwab Emerging Markets Equity ETF worth $222K as of Q1 2026.
  • Schwab Emerging Markets Equity ETF was a new Elite Life Management position in Q1 2026.
  • Schwab Emerging Markets Equity ETF made up 0.28% of Elite Life Management's portfolio in Q1 2026, its #50 holding.
  • Elite Life Management first reported a position in Schwab Emerging Markets Equity ETF in Q2 2025 and has held it in 3 quarters since.
  • Elite Life Management's Schwab Emerging Markets Equity ETF position peaked at $358K in Q3 2025.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Elite Life Management's 13F filing for Q1 2026, filed 11 May 2026.