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

GHP 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 		– Sell
-1,091
Closed -$35.7K – 1456
2025
Q4 		$35.7K Hold
1,091
– – ﹤0.01% 565
2025
Q3 		$36.4K Hold
1,091
– – ﹤0.01% 564
2025
Q2 		$32.9K Sell
1,091
-1,291
-54% -$36.6K ﹤0.01% 560
2025
Q1 		$65.7K Hold
2,382
– – ﹤0.01% 472
2024
Q4 		$63.4K Buy
2,382
+36
+2% +$1.02K ﹤0.01% 480
2024
Q3 		$68.5K Buy
2,346
+3
+0.1% +$81 ﹤0.01% 482
2024
Q2 		$62.2K Hold
2,343
– – ﹤0.01% 480
2024
Q1 		$59.2K Sell
2,343
-395
-14% -$9.71K ﹤0.01% 483
2023
Q4 		$67.9K Sell
2,738
-646
-19% -$15.5K ﹤0.01% 461
2023
Q3 		$80.7K Sell
3,384
-397
-10% -$9.83K ﹤0.01% 445
2023
Q2 		$93.6K Sell
3,781
-66
-2% -$1.61K 0.01% 434
2023
Q1 		$94.3K Sell
3,847
-357
-8% -$8.85K 0.01% 436
2022
Q4 		$99.5K Sell
4,204
-2,277
-35% -$53K 0.01% 436
2022
Q3 		$145K Sell
6,481
-51,964
-89% -$1.28M 0.01% 385
2022
Q2 		$1.48M Sell
58,445
-11,028
-16% -$288K 0.11% 221
2022
Q1 		$1.93M Sell
69,473
-18,856
-21% -$546K 0.13% 210
2021
Q4 		$2.62M Sell
88,329
-45,331
-34% -$1.39M 0.19% 165
2021
Q3 		$4.07M Sell
133,660
-16,536
-11% -$517K 0.32% 113
2021
Q2 		$4.94M Buy
150,196
+4,855
+3% +$157K 0.4% 95
2021
Q1 		$4.62M Sell
145,341
-880
-0.6% -$28.7K 0.4% 91
2020
Q4 		$4.48M Sell
146,221
-2,772
-2% -$80.4K 0.43% 89
2020
Q3 		$3.99M Sell
148,993
-36,647
-20% -$979K 0.45% 83
2020
Q2 		$4.52M Sell
185,640
-20,582
-10% -$468K 0.56% 62
2020
Q1 		$4.27M Buy
206,222
+17,462
+9% +$437K 0.64% 51
2019
Q4 		$5.17M Buy
188,760
+16,433
+10% +$433K 0.55% 54
2019
Q3 		$4.33M Buy
172,327
+11,981
+7% +$305K 0.54% 62
2019
Q2 		$4.21M Buy
160,346
+7,416
+5% +$192K 0.51% 64
2019
Q1 		$3.98M Sell
152,930
-11,235
-7% -$285K 0.51% 60
2018
Q4 		$3.86M Sell
164,165
-36,910
-18% -$894K 0.58% 53
2018
Q3 		$5.17M Buy
201,075
+1,216
+0.6% +$31.5K 0.69% 35
2018
Q2 		$5.17M Buy
199,859
+3,974
+2% +$109K 0.73% 32
2018
Q1 		$5.62M Buy
195,885
+19,027
+11% +$558K 0.8% 23
2017
Q4 		$4.94M Buy
176,858
+12,862
+8% +$355K 0.7% 30
2017
Q3 		$4.41M Buy
163,996
+25,695
+19% +$680K 0.67% 34
2017
Q2 		$3.44M Buy
138,301
+92,115
+199% +$2.26M 0.55% 46
2017
Q1 		$1.11M Buy
46,186
+11,955
+35% +$278K 0.19% 152
2016
Q4 		$738K Buy
34,231
+3,456
+11% +$77.3K 0.14% 184
2016
Q3 		$710K Buy
30,775
+5,901
+24% +$133K 0.15% 170
2016
Q2 		$530K Buy
24,874
+2,955
+13% +$60.7K 0.11% 201
2016
Q1 		$455K Sell
21,919
-1,989
-8% -$37.4K 0.1% 209
2015
Q4 		$466K Sell
23,908
-23,137
-49% -$485K 0.11% 198
2015
Q3 		$951K Sell
47,045
-3,110
-6% -$68K 0.25% 113
2015
Q2 		$1.16M Buy
50,155
+8,015
+19% +$205K 0.29% 99
2015
Q1 		$1.03M Buy
42,140
+390
+0.9% +$9.47K 0.27% 103
2014
Q4 		$998K Buy
+41,750
New +$1.04M 0.27% 100

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

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

GHP Investment Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2026, closing a stake of 1,091 shares — an estimated $35.7K sold.

GHP Investment Advisors first reported a position in SCHE in Q4 2014 and held it in 45 quarters. The position peaked at $5.62M in Q1 2018. 865 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • GHP Investment Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2026 after selling out during the quarter.
  • GHP Investment Advisors sold 1,091 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $35.7K.
  • GHP Investment Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2014 and held it in 45 quarters.
  • GHP Investment Advisors's Schwab Emerging Markets Equity ETF position peaked at $5.62M in Q1 2018.
  • 865 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on GHP Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.