FIA
SCHE icon

Foundations Investment Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Foundations Investment Advisors’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 		$408K Buy
12,371
+669
+6% +$22.8K 0.01% 781
2025
Q4 		$383K Sell
11,702
-4,076
-26% -$136K 0.01% 807
2025
Q3 		$527K Buy
+15,778
New +$497K 0.01% 638
2024
Q1 		– Sell
-9,345
Closed -$224K – 744
2023
Q4 		$224K Sell
9,345
-4,495
-32% -$108K 0.01% 617
2023
Q3 		$331K Sell
13,840
-68,137
-83% -$1.69M 0.01% 491
2023
Q2 		$2.02M Buy
81,977
+3,066
+4% +$74.9K 0.07% 192
2023
Q1 		$1.93M Buy
+78,911
New +$1.96M 0.07% 172

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

Foundations Investment Advisors's SCHE Position: Q1 2026 in Review

Foundations Investment Advisors increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 5.7% in Q1 2026, buying an estimated $22.8K and bringing the position to 12,371 shares worth $408K. The position accounts for 0.01% of the portfolio, ranked #781.

Foundations Investment Advisors first reported a position in SCHE in Q1 2023 and has held it in 7 quarters since. The position peaked at $2.02M in Q2 2023. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Foundations Investment Advisors held 12,371 shares of Schwab Emerging Markets Equity ETF worth $408K as of Q1 2026.
  • Foundations Investment Advisors bought 669 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $22.8K.
  • Schwab Emerging Markets Equity ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #781 holding.
  • Foundations Investment Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q1 2023 and has held it in 7 quarters since.
  • Foundations Investment Advisors's Schwab Emerging Markets Equity ETF position peaked at $2.02M in Q2 2023.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.