EAM
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Empirical Asset Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Empirical Asset 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 		$352K Buy
10,677
+285
+3% +$9.73K 0.09% 267
2025
Q4 		$340K Sell
10,392
-268
-3% -$8.94K 0.1% 248
2025
Q3 		$356K Buy
10,660
+109
+1% +$3.43K 0.1% 269
2025
Q2 		$318K Sell
10,551
-182
-2% -$5.15K 0.1% 255
2025
Q1 		$296K Sell
10,733
-106
-1% -$2.9K 0.1% 251
2024
Q4 		$289K Buy
10,839
+374
+4% +$10.6K 0.1% 231
2024
Q3 		$305K Buy
10,465
+219
+2% +$5.93K 0.11% 228
2024
Q2 		$272K Buy
10,246
+803
+9% +$20.9K 0.1% 267
2024
Q1 		$238K Buy
9,443
+323
+4% +$7.94K 0.12% 234
2023
Q4 		$226K Sell
9,120
-150
-2% -$3.61K 0.18% 163
2023
Q3 		$222K Buy
9,270
+9
+0.1% +$223 0.19% 147
2023
Q2 		$228K Sell
9,261
-199
-2% -$4.86K 0.2% 139
2023
Q1 		$232K Sell
9,460
-3,609
-28% -$89.4K 0.22% 126
2022
Q4 		$309K Buy
13,069
+7
+0.1% +$163 0.33% 113
2022
Q3 		$293K Sell
13,062
-84
-0.6% -$2.08K 0.32% 112
2022
Q2 		$334K Sell
13,146
-1,470
-10% -$38.4K 0.35% 107
2022
Q1 		$406K Sell
14,616
-8,471
-37% -$245K 0.39% 93
2021
Q4 		$684K Buy
+23,087
New +$705K 0.66% 48

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

Empirical Asset Management's SCHE Position: Q1 2026 in Review

Empirical Asset Management increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 2.7% in Q1 2026, buying an estimated $9.73K and bringing the position to 10,677 shares worth $352K. The position accounts for 0.09% of the portfolio, ranked #267.

Empirical Asset Management first reported a position in SCHE in Q4 2021 and has held it in 18 quarters since. The position peaked at $684K in Q4 2021. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Empirical Asset Management held 10,677 shares of Schwab Emerging Markets Equity ETF worth $352K as of Q1 2026.
  • Empirical Asset Management bought 285 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $9.73K.
  • Schwab Emerging Markets Equity ETF made up 0.09% of Empirical Asset Management's portfolio in Q1 2026, its #267 holding.
  • Empirical Asset Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2021 and has held it in 18 quarters since.
  • Empirical Asset Management's Schwab Emerging Markets Equity ETF position peaked at $684K in Q4 2021.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

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