GWAM
SCHE icon

Guardian Wealth Advisors (Minnesota)’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Guardian Wealth Advisors (Minnesota)’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 		$291K Buy
8,833
+125
+1% +$4.27K 0.17% 48
2025
Q4 		$285K Buy
8,708
+59
+0.7% +$1.97K 0.16% 52
2025
Q3 		$289K Buy
8,649
+15
+0.2% +$473 0.16% 56
2025
Q2 		$260K Buy
8,634
+5
+0.1% +$142 0.15% 62
2025
Q1 		$238K Buy
8,629
+95
+1% +$2.6K 0.15% 66
2024
Q4 		$227K Buy
8,534
+312
+4% +$8.81K 0.15% 69
2024
Q3 		$240K Buy
8,222
+121
+1% +$3.27K 0.15% 71
2024
Q2 		$215K Buy
8,101
+143
+2% +$3.73K 0.14% 73
2024
Q1 		$201K Buy
+7,958
New +$196K 0.13% 79

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

Guardian Wealth Advisors (Minnesota)'s SCHE Position: Q1 2026 in Review

Guardian Wealth Advisors (Minnesota) increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 1.4% in Q1 2026, buying an estimated $4.27K and bringing the position to 8,833 shares worth $291K. The position accounts for 0.17% of the portfolio, ranked #48.

Guardian Wealth Advisors (Minnesota) first reported a position in SCHE in Q1 2024 and has held it in 9 quarters since. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Guardian Wealth Advisors (Minnesota) held 8,833 shares of Schwab Emerging Markets Equity ETF worth $291K as of Q1 2026.
  • Guardian Wealth Advisors (Minnesota) bought 125 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $4.27K.
  • Schwab Emerging Markets Equity ETF made up 0.17% of Guardian Wealth Advisors (Minnesota)'s portfolio in Q1 2026, its #48 holding.
  • Guardian Wealth Advisors (Minnesota) first reported a position in Schwab Emerging Markets Equity ETF in Q1 2024 and has held it in 9 quarters since.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Guardian Wealth Advisors (Minnesota)'s 13F filing for Q1 2026, filed 1 May 2026.