FC
SCHE icon

Financial Consulate’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Financial Consulate’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 		$28.7K Buy
871
+3
+0.3% +$102 ﹤0.01% 422
2025
Q4 		$28.4K Buy
868
+599
+223% +$20K ﹤0.01% 412
2025
Q3 		$8.98K Buy
+269
New +$8.47K ﹤0.01% 565
2019
Q4 		– Sell
-94,255
Closed -$2.37M – 109
2019
Q3 		$2.37M Buy
94,255
+652
+0.7% +$16.6K 1.03% 20
2019
Q2 		$2.46M Buy
93,603
+4,683
+5% +$121K 1.11% 20
2019
Q1 		$2.31M Buy
88,920
+16,648
+23% +$422K 1.06% 19
2018
Q4 		$1.7M Sell
72,272
-13,859
-16% -$336K 1.02% 26
2018
Q3 		$2.21M Sell
86,131
-102,391
-54% -$2.65M 1.26% 19
2018
Q2 		$4.88M Buy
188,522
+4,060
+2% +$112K 2.47% 8
2018
Q1 		$5.29M Buy
184,462
+9,801
+6% +$287K 2.8% 7
2017
Q4 		$4.88M Buy
174,661
+807
+0.5% +$22.3K 2.49% 8
2017
Q3 		$4.68M Sell
173,854
-38,342
-18% -$1.01M 2.55% 8
2017
Q2 		$5.27M Buy
212,196
+10,421
+5% +$256K 3.1% 7
2017
Q1 		$4.84M Buy
201,775
+133,100
+194% +$3.1M 3.08% 8
2016
Q4 		$1.48M Buy
+68,675
New +$1.54M 1.08% 20

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

Financial Consulate's SCHE Position: Q1 2026 in Review

Financial Consulate increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 0.35% in Q1 2026, buying an estimated $102 and bringing the position to 871 shares worth $28.7K. The position accounts for ﹤0.01% of the portfolio, ranked #422.

Financial Consulate first reported a position in SCHE in Q4 2016 and has held it in 15 quarters since. The position peaked at $5.29M in Q1 2018. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Financial Consulate held 871 shares of Schwab Emerging Markets Equity ETF worth $28.7K as of Q1 2026.
  • Financial Consulate bought 3 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $102.
  • Schwab Emerging Markets Equity ETF made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #422 holding.
  • Financial Consulate first reported a position in Schwab Emerging Markets Equity ETF in Q4 2016 and has held it in 15 quarters since.
  • Financial Consulate's Schwab Emerging Markets Equity ETF position peaked at $5.29M in Q1 2018.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.