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Facet Wealth Inc’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Facet Wealth Inc’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 		$465K Buy
14,105
+5,159
+58% +$176K 0.01% 184
2025
Q4 		$316K Buy
8,946
+1,526
+21% +$50.9K 0.01% 217
2025
Q3 		$248K Buy
7,420
+265
+4% +$8.35K 0.01% 191
2025
Q2 		$218K Sell
7,155
-35
-0.5% -$991 ﹤0.01% 168
2025
Q1 		$205K Sell
7,190
-1,819
-20% -$49.8K 0.01% 136
2024
Q4 		$246K Buy
9,009
+604
+7% +$17.1K 0.01% 122
2024
Q3 		$238K Buy
8,405
+178
+2% +$4.82K 0.01% 129
2024
Q2 		$217K Buy
+8,227
New +$214K 0.01% 133
2022
Q4 		– Sell
-33,788
Closed -$774K – 74
2022
Q3 		$774K Sell
33,788
-3,042
-8% -$75.2K 0.06% 40
2022
Q2 		$935K Buy
36,830
+3,248
+10% +$84.9K 0.08% 41
2022
Q1 		$933K Sell
33,582
-20
-0.1% -$579 0.08% 39
2021
Q4 		$995K Buy
33,602
+298
+0.9% +$9.11K 0.09% 42
2021
Q3 		$1.01M Sell
33,304
-36
-0.1% -$1.13K 0.12% 36
2021
Q2 		$1.1M Sell
33,340
-7,136
-18% -$231K 0.15% 33
2021
Q1 		$1.29M Sell
40,476
-522
-1% -$17K 0.23% 31
2020
Q4 		$1.26M Buy
+40,998
New +$1.19M 0.29% 31

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

Facet Wealth Inc's SCHE Position: Q1 2026 in Review

Facet Wealth Inc increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 58% in Q1 2026, buying an estimated $176K and bringing the position to 14,105 shares worth $465K. The position accounts for 0.01% of the portfolio, ranked #184.

Facet Wealth Inc first reported a position in SCHE in Q4 2020 and has held it in 16 quarters since. The position peaked at $1.29M in Q1 2021. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Facet Wealth Inc held 14,105 shares of Schwab Emerging Markets Equity ETF worth $465K as of Q1 2026.
  • Facet Wealth Inc bought 5,159 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $176K.
  • Schwab Emerging Markets Equity ETF made up 0.01% of Facet Wealth Inc's portfolio in Q1 2026, its #184 holding.
  • Facet Wealth Inc first reported a position in Schwab Emerging Markets Equity ETF in Q4 2020 and has held it in 16 quarters since.
  • Facet Wealth Inc's Schwab Emerging Markets Equity ETF position peaked at $1.29M in Q1 2021.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Facet Wealth Inc's 13F filing for Q1 2026, filed 7 May 2026.