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

GeoWealth 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 		$4.58M Buy
139,106
+41,447
+42% +$1.42M 0.17% 78
2025
Q4 		$3.2M Buy
97,659
+55,566
+132% +$1.85M 0.12% 112
2025
Q3 		$1.4M Buy
42,093
+38,947
+1,238% +$1.23M 0.05% 234
2025
Q2 		$94.8K Buy
+3,146
New +$89.1K ﹤0.01% 827
2025
Q1 		– Sell
-628
Closed -$16.7K – 1679
2024
Q4 		$16.7K Buy
628
+15
+2% +$423 ﹤0.01% 1412
2024
Q3 		$17.9K Buy
+613
New +$16.6K ﹤0.01% 1298
2023
Q3 		– Sell
-16,519
Closed -$406K – 513
2023
Q2 		$406K Buy
16,519
+1,549
+10% +$37.9K 0.04% 192
2023
Q1 		$367K Buy
14,970
+2,001
+15% +$49.6K 0.04% 158
2022
Q4 		$307K Buy
12,969
+219
+2% +$5.1K 0.03% 194
2022
Q3 		$287K Sell
12,750
-2,537
-17% -$62.7K 0.03% 205
2022
Q2 		$387K Buy
15,287
+161
+1% +$4.21K 0.05% 186
2022
Q1 		$422K Buy
15,126
+1,618
+12% +$46.8K 0.04% 226
2021
Q4 		$402K Buy
13,508
+3,370
+33% +$103K 0.03% 227
2021
Q3 		$310K Buy
10,138
+3,167
+45% +$99K 0.03% 263
2021
Q2 		$228K Buy
6,971
+1,039
+18% +$33.7K 0.03% 193
2021
Q1 		$189K Buy
+5,932
New +$193K 0.03% 176

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

GeoWealth Management's SCHE Position: Q1 2026 in Review

GeoWealth Management increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 42% in Q1 2026, buying an estimated $1.42M and bringing the position to 139,106 shares worth $4.58M. The position accounts for 0.17% of the portfolio, ranked #78.

GeoWealth Management first reported a position in SCHE in Q1 2021 and has held it in 16 quarters since. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • GeoWealth Management held 139,106 shares of Schwab Emerging Markets Equity ETF worth $4.58M as of Q1 2026.
  • GeoWealth Management bought 41,447 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $1.42M.
  • Schwab Emerging Markets Equity ETF made up 0.17% of GeoWealth Management's portfolio in Q1 2026, its #78 holding.
  • GeoWealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q1 2021 and has held it in 16 quarters since.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.