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

Emerald 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 		$1.27M Sell
38,402
-201
-0.5% -$6.86K 0.16% 46
2025
Q4 		$1.26M Sell
38,603
-1,370
-3% -$45.7K 0.17% 44
2025
Q3 		$1.33M Sell
39,973
-245
-0.6% -$7.72K 0.18% 35
2025
Q2 		$1.21M Buy
+40,218
New +$1.14M 0.16% 34
2024
Q2 		– Sell
-11,762
Closed -$297K – 97
2024
Q1 		$297K Sell
11,762
-3,719
-24% -$91.4K 0.05% 77
2023
Q4 		$384K Buy
+15,481
New +$372K 0.07% 62
2022
Q4 		– Sell
-14,098
Closed -$316K – 82
2022
Q3 		$316K Buy
+14,098
New +$348K 0.09% 64

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

Emerald Advisors's SCHE Position: Q1 2026 in Review

Emerald Advisors reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 0.52% in Q1 2026, selling an estimated $6.86K and leaving 38,402 shares worth $1.27M. The position accounts for 0.16% of the portfolio, ranked #46.

Emerald Advisors first reported a position in SCHE in Q3 2022 and has held it in 7 quarters since. The position peaked at $1.33M in Q3 2025. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Emerald Advisors held 38,402 shares of Schwab Emerging Markets Equity ETF worth $1.27M as of Q1 2026.
  • Emerald Advisors sold 201 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $6.86K.
  • Schwab Emerging Markets Equity ETF made up 0.16% of Emerald Advisors's portfolio in Q1 2026, its #46 holding.
  • Emerald Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q3 2022 and has held it in 7 quarters since.
  • Emerald Advisors's Schwab Emerging Markets Equity ETF position peaked at $1.33M in Q3 2025.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Emerald Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.