Golden State Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Golden State Wealth 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	$343K	Sell	10,416 -31	-0.3%	-$1.06K	0.04%	307
2025 Q4	$342K	Hold	10,447	–	–	0.04%	308
2025 Q3	$349K	Hold	10,447	–	–	0.04%	296
2025 Q2	$315K	Sell	10,447 -9,825	-48%	-$278K	0.04%	294
2025 Q1	$559K	Sell	20,272 -4,228	-17%	-$116K	0.08%	188
2024 Q4	$652K	Buy	+24,500	New	+$692K	0.1%	166
2022 Q1	$252K	Buy	9,075 +1,996	+28%	+$57.8K	0.05%	262
2021 Q4	$210K	Hold	7,079	–	–	0.04%	348
2021 Q3	$216K	Buy	7,079 +889	+14%	+$27.8K	0.05%	280
2021 Q2	$204K	Buy	+6,190	New	+$201K	0.05%	288
2020 Q4	–	Sell	-8,132	Closed	-$218K	–	383
2020 Q3	$218K	Buy	+8,132	New	+$217K	0.07%	185
2020 Q2	–	Sell	-8,132	Closed	-$168K	–	754
2020 Q1	$168K	Sell	8,132 -1,890,627	-100%	-$47.3M	0.07%	176
2019 Q4	$52M	Buy	1,898,759 +1,890,622	+23,235%	+$49.8M	9.93%	6
2019 Q3	$204K	Buy	8,137 +5	+0.1%	+$127	0.07%	198
2019 Q2	$213K	Sell	8,132 -4,472	-35%	-$116K	0.07%	214
2019 Q1	$328K	Buy	+12,604	New	+$319K	0.11%	160

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

Golden State Wealth Management's SCHE Position: Q1 2026 in Review

Golden State Wealth Management reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 0.3% in Q1 2026, selling an estimated $1.06K and leaving 10,416 shares worth $343K. The position accounts for 0.04% of the portfolio, ranked #307.

Golden State Wealth Management first reported a position in SCHE in Q1 2019 and has held it in 16 quarters since. The position peaked at $52M in Q4 2019. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

Golden State Wealth Management held 10,416 shares of Schwab Emerging Markets Equity ETF worth $343K as of Q1 2026.
Golden State Wealth Management sold 31 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $1.06K.
Schwab Emerging Markets Equity ETF made up 0.04% of Golden State Wealth Management's portfolio in Q1 2026, its #307 holding.
Golden State Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q1 2019 and has held it in 16 quarters since.
Golden State Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $52M in Q4 2019.
864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.