Focused Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Focused Wealth 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	$283K	Buy	+8,602	New	+$294K	0.03%	161
2024 Q1	–	Sell	-3,688	Closed	-$91.4K	–	821
2023 Q4	$91.4K	Buy	3,688 +2	+0.1%	+$48	0.02%	213
2023 Q3	$88.2K	Sell	3,686 -454	-11%	-$11.2K	0.02%	211
2023 Q2	$102K	Sell	4,140 -120	-3%	-$2.93K	0.02%	201
2023 Q1	$104K	Buy	4,260 +179	+4%	+$4.43K	0.02%	195
2022 Q4	$96.6K	Sell	4,081 -335	-8%	-$7.8K	0.02%	198
2022 Q3	$99K	Hold	4,416	–	–	0.02%	183
2022 Q2	$112K	Buy	4,416 +1	+0%	+$26	0.02%	179
2022 Q1	$123K	Buy	4,415 +1	+0%	+$29	0.02%	187
2021 Q4	$131K	Buy	4,414 +10	+0.2%	+$306	0.02%	244
2021 Q3	$134K	Sell	4,404 -91	-2%	-$2.84K	0.02%	235
2021 Q2	$148K	Sell	4,495 -40,633	-90%	-$1.32M	0.02%	220
2021 Q1	$1.43M	Sell	45,128 -5,976	-12%	-$195K	0.25%	44
2020 Q4	$1.57M	Buy	51,104 +35	+0.1%	+$1.01K	0.3%	39
2020 Q3	$1.37M	Buy	51,069 +39	+0.1%	+$1.04K	0.3%	41
2020 Q2	$1.24M	Sell	51,030 -13,387	-21%	-$304K	0.29%	46
2020 Q1	$1.33M	Sell	64,417 -1,417,067	-96%	-$35.4M	0.38%	35
2019 Q4	$40.5M	Buy	1,481,484 +1,405,434	+1,848%	+$37M	9.58%	2
2019 Q3	$1.91M	Sell	76,050 -2,031	-3%	-$51.7K	0.53%	31
2019 Q2	$2.05M	Sell	78,081 -9,323	-11%	-$241K	0.55%	32
2019 Q1	$2.27M	Buy	87,404 +20,140	+30%	+$510K	0.69%	28
2018 Q4	$1.58M	Buy	67,264 +54,441	+425%	+$1.32M	0.54%	36
2018 Q3	$330K	Sell	12,823 -15,614	-55%	-$405K	0.11%	97
2018 Q2	$736K	Buy	28,437 +22,619	+389%	+$622K	0.26%	66
2018 Q1	$167K	Buy	+5,818	New	+$170K	0.05%	188

Other funds holding SCHE

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Focused Wealth Management's SCHE Position: Q1 2026 in Review

Focused Wealth Management opened a new position in Schwab Emerging Markets Equity ETF (SCHE) in Q1 2026: 8,602 shares worth $283K. The stake represents 0.03% of the portfolio and ranks #161 among its holdings. This is a return to the name: Focused Wealth Management previously reported a position in SCHE as recently as Q4 2023.

Focused Wealth Management first reported a position in SCHE in Q1 2018 and has held it in 25 quarters since. The position peaked at $40.5M in Q4 2019. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

Focused Wealth Management held 8,602 shares of Schwab Emerging Markets Equity ETF worth $283K as of Q1 2026.
Schwab Emerging Markets Equity ETF was a new Focused Wealth Management position in Q1 2026.
Schwab Emerging Markets Equity ETF made up 0.03% of Focused Wealth Management's portfolio in Q1 2026, its #161 holding.
Focused Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q1 2018 and has held it in 25 quarters since.
Focused Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $40.5M in Q4 2019.
864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Focused Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.