Freedom Investment Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Freedom Investment 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	$253K	Buy	7,665 +853	+13%	+$29.1K	0.08%	91
2025 Q4	$223K	Buy	+6,812	New	+$227K	0.06%	110
2025 Q3	–	Sell	-236,490	Closed	-$7.13M	–	585
2025 Q2	$7.13M	Sell	236,490 -1,773	-0.7%	-$50.2K	0.57%	38
2025 Q1	$6.57M	Buy	238,263 +7,982	+3%	+$218K	0.55%	37
2024 Q4	$6.13M	Buy	230,281 +439	+0.2%	+$12.4K	0.51%	37
2024 Q3	$6.71M	Sell	229,842 -2,943	-1%	-$79.7K	0.53%	35
2024 Q2	$6.18M	Buy	232,785 +23,298	+11%	+$607K	0.51%	37
2024 Q1	$5.29M	Sell	209,487 -7,314	-3%	-$180K	0.42%	44
2023 Q4	$5.37M	Buy	216,801 +31,836	+17%	+$766K	0.44%	42
2023 Q3	$4.43M	Buy	184,965 +11,381	+7%	+$282K	0.54%	30
2023 Q2	$4.28M	Buy	173,584 +148,982	+606%	+$3.64M	0.48%	34
2023 Q1	$603K	Buy	+24,602	New	+$610K	0.07%	349

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

Freedom Investment Management's SCHE Position: Q1 2026 in Review

Freedom Investment Management increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 13% in Q1 2026, buying an estimated $29.1K and bringing the position to 7,665 shares worth $253K. The position accounts for 0.08% of the portfolio, ranked #91.

Freedom Investment Management first reported a position in SCHE in Q1 2023 and has held it in 12 quarters since. The position peaked at $7.13M in Q2 2025. 865 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

Freedom Investment Management held 7,665 shares of Schwab Emerging Markets Equity ETF worth $253K as of Q1 2026.
Freedom Investment Management bought 853 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $29.1K.
Schwab Emerging Markets Equity ETF made up 0.08% of Freedom Investment Management's portfolio in Q1 2026, its #91 holding.
Freedom Investment Management first reported a position in Schwab Emerging Markets Equity ETF in Q1 2023 and has held it in 12 quarters since.
Freedom Investment Management's Schwab Emerging Markets Equity ETF position peaked at $7.13M in Q2 2025.
865 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Freedom Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.