Gilbert & Cook’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Gilbert & Cook’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	$363K	Hold	11,030	–	–	0.05%	172
2025 Q4	$361K	Hold	11,030	–	–	0.05%	180
2025 Q3	$368K	Hold	11,030	–	–	0.05%	169
2025 Q2	$332K	Sell	11,030 -347	-3%	-$9.82K	0.04%	175
2025 Q1	$314K	Buy	11,377 +347	+3%	+$9.5K	0.05%	169
2024 Q4	$294K	Hold	11,030	–	–	0.04%	176
2024 Q3	$322K	Hold	11,030	–	–	0.04%	174
2024 Q2	$293K	Hold	11,030	–	–	0.04%	176
2024 Q1	$279K	Hold	11,030	–	–	0.04%	194
2023 Q4	$273K	Hold	11,030	–	–	0.04%	197
2023 Q3	$264K	Hold	11,030	–	–	0.04%	187
2023 Q2	$272K	Hold	11,030	–	–	0.04%	179
2023 Q1	$270K	Hold	11,030	–	–	0.05%	186
2022 Q4	$261K	Hold	11,030	–	–	0.05%	184
2022 Q3	$241K	Buy	+11,030	New	+$273K	0.05%	184

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 $10B AUM 15.14% 1-Year Est. Return

Gilbert & Cook's SCHE Position: Q1 2026 in Review

Gilbert & Cook held its Schwab Emerging Markets Equity ETF (SCHE) position steady in Q1 2026 at 11,030 shares worth $363K. The position accounts for 0.05% of the portfolio, ranked #172.

Gilbert & Cook first reported a position in SCHE in Q3 2022 and has held it in 15 quarters since. The position peaked at $368K in Q3 2025. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

Gilbert & Cook held 11,030 shares of Schwab Emerging Markets Equity ETF worth $363K as of Q1 2026.
Gilbert & Cook left its Schwab Emerging Markets Equity ETF share count unchanged in Q1 2026.
Schwab Emerging Markets Equity ETF made up 0.05% of Gilbert & Cook's portfolio in Q1 2026, its #172 holding.
Gilbert & Cook first reported a position in Schwab Emerging Markets Equity ETF in Q3 2022 and has held it in 15 quarters since.
Gilbert & Cook's Schwab Emerging Markets Equity ETF position peaked at $368K in Q3 2025.
864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Gilbert & Cook's 13F filing for Q1 2026, filed 5 May 2026.