Focused Wealth Management
SCHE icon

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
Q3 		$247K Hold
6,789
– – 0.02% 187
2026
Q2 		$246K Sell
6,789
-1,813
-21% -$64.7K 0.02% 208
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% +$4.44K 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% +$1.02K 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
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Fund Evaluation Group
Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Focused Wealth Management's SCHE Position: Q3 2026 in Review

Focused Wealth Management held its Schwab Emerging Markets Equity ETF (SCHE) position steady in Q3 2026 at 6,789 shares worth $247K. The position accounts for 0.02% of the portfolio, ranked #187.

Focused Wealth Management first reported a position in SCHE in Q1 2018 and has held it in 27 quarters since. The position peaked at $40.5M in Q4 2019. 726 funds tracked by Wall St. Rank hold SCHE as of Q3 2026.

  • Focused Wealth Management held 6,789 shares of Schwab Emerging Markets Equity ETF worth $247K as of Q3 2026.
  • Focused Wealth Management left its Schwab Emerging Markets Equity ETF share count unchanged in Q3 2026.
  • Schwab Emerging Markets Equity ETF made up 0.02% of Focused Wealth Management's portfolio in Q3 2026, its #187 holding.
  • Focused Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q1 2018 and has held it in 27 quarters since.
  • Focused Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $40.5M in Q4 2019.
  • 726 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2026.

Based on Focused Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.