Fort Point Capital Partners’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Fort Point Capital Partners’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	$3.48M	Sell	105,723 -71	-0.1%	-$2.42K	0.42%	44
2025 Q4	$3.64M	Buy	105,794 +8,739	+9%	+$291K	0.41%	43
2025 Q3	$3.24M	Sell	97,055 -76	-0.1%	-$2.39K	0.38%	54
2025 Q2	$2.93M	Buy	97,131 +2,356	+2%	+$66.7K	0.21%	74
2025 Q1	$2.61M	Sell	94,775 -6,991	-7%	-$191K	0.29%	69
2024 Q4	$2.71M	Buy	101,766 +39,280	+63%	+$1.11M	0.3%	67
2024 Q3	$1.82M	Sell	62,486 -1,464	-2%	-$39.6K	0.22%	74
2024 Q2	$1.7M	Sell	63,950 -4,640	-7%	-$121K	0.21%	78
2024 Q1	$1.73M	Buy	68,590 +180	+0.3%	+$4.42K	0.23%	77
2023 Q4	$1.7M	Sell	68,410 -2,257	-3%	-$54.3K	0.24%	69
2023 Q3	$1.69M	Sell	70,667 -1,471	-2%	-$36.4K	0.26%	63
2023 Q2	$1.78M	Buy	72,138 +1,831	+3%	+$44.7K	0.25%	62
2023 Q1	$1.72M	Sell	70,307 -2,287	-3%	-$56.7K	0.26%	72
2022 Q4	$1.72M	Buy	72,594 +19,206	+36%	+$447K	0.27%	67
2022 Q3	$1.2M	Sell	53,388 -17,405	-25%	-$430K	0.2%	86
2022 Q2	$1.8M	Buy	70,793 +14,181	+25%	+$371K	0.29%	65
2022 Q1	$1.57M	Sell	56,612 -7,891	-12%	-$228K	0.22%	81
2021 Q4	$1.91M	Buy	64,503 +3,599	+6%	+$110K	0.26%	64
2021 Q3	$1.86M	Sell	60,904 -4,285	-7%	-$134K	0.28%	52
2021 Q2	$2.14M	Buy	65,189 +9,807	+18%	+$318K	0.39%	47
2021 Q1	$1.76M	Buy	55,382 +260	+0.5%	+$8.47K	0.38%	43
2020 Q4	$1.69M	Sell	55,122 -5,263	-9%	-$153K	0.39%	45
2020 Q3	$1.62M	Sell	60,385 -2,007	-3%	-$53.6K	0.41%	43
2020 Q2	$1.52M	Sell	62,392 -19,950	-24%	-$453K	0.48%	35
2020 Q1	$1.7M	Buy	82,342 +6,072	+8%	+$152K	0.73%	27
2019 Q4	$2.09M	Sell	76,270 -970	-1%	-$25.6K	0.75%	27
2019 Q3	$1.94M	Sell	77,240 -14,583	-16%	-$371K	0.73%	28
2019 Q2	$2.41M	Sell	91,823 -3,090	-3%	-$80K	0.95%	23
2019 Q1	$2.47M	Sell	94,913 -2,218	-2%	-$56.2K	1.08%	20
2018 Q4	$2.29M	Sell	97,131 -14,246	-13%	-$345K	0.92%	21
2018 Q3	$2.86M	Buy	111,377 +22,583	+25%	+$585K	0.86%	23
2018 Q2	$2.3M	Buy	88,794 +1,364	+2%	+$37.5K	0.77%	27
2018 Q1	$2.51M	Sell	87,430 -1,775	-2%	-$52K	0.92%	25
2017 Q4	$2.49M	Buy	89,205 +6,704	+8%	+$185K	1.16%	16
2017 Q3	$2.22M	Sell	82,501 -672	-0.8%	-$17.8K	1.06%	21
2017 Q2	$2.07M	Hold	83,173	–	–	1.15%	21
2017 Q1	$1.99M	Sell	83,173 -11,374	-12%	-$265K	1.03%	20
2016 Q4	$2.14M	Sell	94,547 -4,411	-4%	-$98.7K	1.17%	21
2016 Q3	$2.28M	Buy	98,958 +609	+0.6%	+$13.8K	1.03%	20
2016 Q2	$2.09M	Sell	98,349 -14,967	-13%	-$308K	1.01%	20
2016 Q1	$2.35M	Buy	+113,316	New	+$2.13M	1.2%	20

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 $11.5B AUM 18.82% 1-Year Est. Return

Fort Point Capital Partners's SCHE Position: Q1 2026 in Review

Fort Point Capital Partners reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 0.07% in Q1 2026, selling an estimated $2.42K and leaving 105,723 shares worth $3.48M. The position accounts for 0.42% of the portfolio, ranked #44.

Fort Point Capital Partners first reported a position in SCHE in Q1 2016 and has held it in 41 quarters since. The position peaked at $3.64M in Q4 2025. 865 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

Fort Point Capital Partners held 105,723 shares of Schwab Emerging Markets Equity ETF worth $3.48M as of Q1 2026.
Fort Point Capital Partners sold 71 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $2.42K.
Schwab Emerging Markets Equity ETF made up 0.42% of Fort Point Capital Partners's portfolio in Q1 2026, its #44 holding.
Fort Point Capital Partners first reported a position in Schwab Emerging Markets Equity ETF in Q1 2016 and has held it in 41 quarters since.
Fort Point Capital Partners's Schwab Emerging Markets Equity ETF position peaked at $3.64M in Q4 2025.
865 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Fort Point Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.