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Global Strategic Investment Solutions’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Global Strategic Investment Solutions’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 		$303K Sell
9,200
-439
-5% -$15K 0.03% 125
2025
Q4 		$316K Buy
9,639
+11
+0.1% +$367 0.03% 125
2025
Q3 		$321K Sell
9,628
-16
-0.2% -$504 0.03% 122
2025
Q2 		$291K Sell
9,644
-11,804
-55% -$334K 0.03% 130
2025
Q1 		$591K Sell
21,448
-2,670
-11% -$73.1K 0.07% 89
2024
Q4 		$642K Sell
24,118
-1,515
-6% -$42.8K 0.08% 93
2024
Q3 		$748K Buy
25,633
+237
+0.9% +$6.42K 0.09% 80
2024
Q2 		$675K Sell
25,396
-43
-0.2% -$1.12K 0.08% 82
2024
Q1 		$642K Sell
25,439
-1,440
-5% -$35.4K 0.07% 87
2023
Q4 		$666K Buy
26,879
+668
+3% +$16.1K 0.08% 79
2023
Q3 		$627K Buy
26,211
+1,166
+5% +$28.9K 0.08% 84
2023
Q2 		$617K Buy
25,045
+95
+0.4% +$2.32K 0.08% 83
2023
Q1 		$612K Sell
24,950
-19,617
-44% -$486K 0.09% 75
2022
Q4 		$1.05M Sell
44,567
-27,712
-38% -$645K 0.07% 61
2022
Q3 		$1.62M Buy
72,279
+5,002
+7% +$124K 0.08% 54
2022
Q2 		$1.71M Sell
67,277
-710
-1% -$18.6K 0.12% 51
2022
Q1 		$1.89M Buy
67,987
+18,210
+37% +$527K 0.12% 50
2021
Q4 		$1.47M Buy
49,777
+701
+1% +$21.4K 0.24% 45
2021
Q3 		$1.5M Hold
49,076
– – 0.25% 44
2021
Q2 		$1.61M Sell
49,076
-123,893
-72% -$4.02M 0.27% 45
2021
Q1 		$5.5M Sell
172,969
-194,874
-53% -$6.35M 1.01% 27
2020
Q4 		$11.3M Buy
367,843
+2,000
+0.5% +$58K 2.55% 14
2020
Q3 		$9.79M Buy
365,843
+3,931
+1% +$105K 2.48% 14
2020
Q2 		$8.81M Sell
361,912
-55,797
-13% -$1.27M 2.46% 14
2020
Q1 		$8.64M Sell
417,709
-169,533
-29% -$4.24M 3.23% 13
2019
Q4 		$16.1M Buy
587,242
+12,151
+2% +$320K 5.79% 7
2019
Q3 		$14.5M Buy
575,091
+161,185
+39% +$4.1M 5.64% 7
2019
Q2 		$10.9M Buy
413,906
+2,334
+0.6% +$60.5K 5.49% 7
2019
Q1 		$10.7M Buy
411,572
+120,284
+41% +$3.05M 5.82% 7
2018
Q4 		$6.85M Buy
+291,288
New +$7.06M 5.84% 5

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

Global Strategic Investment Solutions's SCHE Position: Q1 2026 in Review

Global Strategic Investment Solutions reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 4.6% in Q1 2026, selling an estimated $15K and leaving 9,200 shares worth $303K. The position accounts for 0.03% of the portfolio, ranked #125.

Global Strategic Investment Solutions first reported a position in SCHE in Q4 2018 and has held it in 30 quarters since. The position peaked at $16.1M in Q4 2019. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Global Strategic Investment Solutions held 9,200 shares of Schwab Emerging Markets Equity ETF worth $303K as of Q1 2026.
  • Global Strategic Investment Solutions sold 439 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $15K.
  • Schwab Emerging Markets Equity ETF made up 0.03% of Global Strategic Investment Solutions's portfolio in Q1 2026, its #125 holding.
  • Global Strategic Investment Solutions first reported a position in Schwab Emerging Markets Equity ETF in Q4 2018 and has held it in 30 quarters since.
  • Global Strategic Investment Solutions's Schwab Emerging Markets Equity ETF position peaked at $16.1M in Q4 2019.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Global Strategic Investment Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.