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Hazlett, Burt & Watson’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Hazlett, Burt & Watson’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 		$11K Sell
375
-85
-18% -$2.9K ﹤0.01% 684
2025
Q4 		$14K Buy
460
+90
+24% +$3K ﹤0.01% 653
2025
Q3 		$11K Buy
370
+53
+17% +$1.67K ﹤0.01% 652
2025
Q2 		$9K Sell
317
-261
-45% -$7.39K ﹤0.01% 606
2025
Q1 		$16K Sell
578
-355
-38% -$9.72K 0.01% 528
2024
Q4 		$25K Buy
933
+32
+4% +$903 0.01% 440
2024
Q3 		$26K Sell
901
-169
-16% -$4.57K 0.01% 433
2024
Q2 		$29K Buy
1,070
+103
+11% +$2.69K 0.01% 405
2024
Q1 		$23K Hold
967
– – 0.01% 415
2023
Q4 		$23K Buy
967
+131
+16% +$3.15K 0.02% 404
2023
Q3 		$20K Buy
836
+624
+294% +$15.5K 0.01% 417
2023
Q2 		$5K Hold
212
– – ﹤0.01% 563
2023
Q1 		$5K Sell
212
-590
-74% -$14.6K ﹤0.01% 523
2022
Q4 		$19K Buy
802
+121
+18% +$2.82K 0.02% 395
2022
Q3 		$16K Buy
681
+469
+221% +$11.6K 0.02% 405
2022
Q2 		$5K Hold
212
– – ﹤0.01% 513
2022
Q1 		$6K Buy
+212
New +$6.14K ﹤0.01% 512

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 $11.5B AUM 18.82% 1-Year Est. Return

Hazlett, Burt & Watson's SCHE Position: Q1 2026 in Review

Hazlett, Burt & Watson reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 18% in Q1 2026, selling an estimated $2.9K and leaving 375 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #684.

Hazlett, Burt & Watson first reported a position in SCHE in Q1 2022 and has held it in 17 quarters since. The position peaked at $29K in Q2 2024. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Hazlett, Burt & Watson held 375 shares of Schwab Emerging Markets Equity ETF worth $11K as of Q1 2026.
  • Hazlett, Burt & Watson sold 85 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $2.9K.
  • Schwab Emerging Markets Equity ETF made up ﹤0.01% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #684 holding.
  • Hazlett, Burt & Watson first reported a position in Schwab Emerging Markets Equity ETF in Q1 2022 and has held it in 17 quarters since.
  • Hazlett, Burt & Watson's Schwab Emerging Markets Equity ETF position peaked at $29K in Q2 2024.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.