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

GSB 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 		$420K Buy
12,733
+62
+0.5% +$2.12K 0.09% 155
2025
Q4 		$415K Buy
12,671
+16
+0.1% +$534 0.09% 155
2025
Q3 		$422K Hold
12,655
– – 0.1% 154
2025
Q2 		$381K Sell
12,655
-301
-2% -$8.52K 0.09% 164
2025
Q1 		$357K Buy
12,956
+36
+0.3% +$985 0.09% 159
2024
Q4 		$344K Buy
12,920
+12,843
+16,679% +$363K 0.09% 167
2024
Q3 		$2.25K Sell
77
-8,859
-99% -$240K ﹤0.01% 230
2024
Q2 		$237K Buy
8,936
+820
+10% +$21.4K 0.06% 200
2024
Q1 		$205K Sell
8,116
-1,784
-18% -$43.8K 0.06% 211
2023
Q4 		$245K Sell
9,900
-109
-1% -$2.62K 0.08% 186
2023
Q3 		$240K Sell
10,009
-4,036
-29% -$100K 0.08% 178
2023
Q2 		$346K Sell
14,045
-89,019
-86% -$2.18M 0.11% 155
2023
Q1 		$2.45M Sell
103,064
-8,747
-8% -$217K 0.8% 35
2022
Q4 		$2.65M Buy
111,811
+971
+0.9% +$22.6K 0.94% 32
2022
Q3 		$2.48M Buy
110,840
+2,669
+2% +$66K 0.9% 29
2022
Q2 		$2.75M Sell
108,171
-19,109
-15% -$499K 0.94% 31
2022
Q1 		$3.54M Sell
127,280
-52,332
-29% -$1.51M 1.03% 21
2021
Q4 		$5.32M Buy
179,612
+13,057
+8% +$399K 1.53% 9
2021
Q3 		$5.08M Buy
166,555
+9,982
+6% +$312K 2.61% 4
2021
Q2 		$5.15M Buy
156,573
+15,822
+11% +$513K 1.6% 7
2021
Q1 		$4.47M Buy
+140,751
New +$4.58M 1.49% 8

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

GSB Wealth Management's SCHE Position: Q1 2026 in Review

GSB Wealth Management increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 0.49% in Q1 2026, buying an estimated $2.12K and bringing the position to 12,733 shares worth $420K. The position accounts for 0.09% of the portfolio, ranked #155.

GSB Wealth Management first reported a position in SCHE in Q1 2021 and has held it in 21 quarters since. The position peaked at $5.32M in Q4 2021. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • GSB Wealth Management held 12,733 shares of Schwab Emerging Markets Equity ETF worth $420K as of Q1 2026.
  • GSB Wealth Management bought 62 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $2.12K.
  • Schwab Emerging Markets Equity ETF made up 0.09% of GSB Wealth Management's portfolio in Q1 2026, its #155 holding.
  • GSB Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q1 2021 and has held it in 21 quarters since.
  • GSB Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $5.32M in Q4 2021.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on GSB Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.