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

HB 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 		$1.36M Sell
41,137
-2,086
-5% -$71.2K 0.01% 554
2025
Q4 		$1.42M Sell
43,223
-533
-1% -$17.8K 0.01% 515
2025
Q3 		$1.46M Buy
43,756
+12,334
+39% +$389K 0.01% 502
2025
Q2 		$947K Sell
31,422
-3,638
-10% -$103K 0.01% 543
2025
Q1 		$967K Buy
35,060
+1,001
+3% +$27.4K 0.01% 548
2024
Q4 		$907K Sell
34,059
-6,381
-16% -$180K 0.01% 431
2024
Q3 		$1.18M Sell
40,440
-2,502
-6% -$67.7K 0.01% 358
2024
Q2 		$1.14M Sell
42,942
-5,750
-12% -$150K 0.01% 346
2024
Q1 		$1.23M Sell
48,692
-1,712
-3% -$42.1K 0.02% 313
2023
Q4 		$1.25M Sell
50,404
-1,972
-4% -$47.4K 0.02% 290
2023
Q3 		$1.25M Buy
52,376
+3,739
+8% +$92.6K 0.02% 275
2023
Q2 		$1.2M Sell
48,637
-2,954
-6% -$72.2K 0.02% 272
2023
Q1 		$1.26M Sell
51,591
-1,807
-3% -$44.8K 0.02% 255
2022
Q4 		$1.26M Sell
53,398
-4,263
-7% -$99.2K 0.02% 251
2022
Q3 		$1.29M Sell
57,661
-593,874
-91% -$14.7M 0.03% 224
2022
Q2 		$16.5M Sell
651,535
-52,752
-7% -$1.38M 0.34% 29
2022
Q1 		$19.6M Buy
704,287
+639,951
+995% +$18.5M 0.36% 28
2021
Q4 		$1.91M Buy
+64,336
New +$1.97M 0.04% 165

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

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

HB Wealth Management reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 4.8% in Q1 2026, selling an estimated $71.2K and leaving 41,137 shares worth $1.36M. The position accounts for 0.01% of the portfolio, ranked #554.

HB Wealth Management first reported a position in SCHE in Q4 2021 and has held it in 18 quarters since. The position peaked at $19.6M in Q1 2022. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • HB Wealth Management held 41,137 shares of Schwab Emerging Markets Equity ETF worth $1.36M as of Q1 2026.
  • HB Wealth Management sold 2,086 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $71.2K.
  • Schwab Emerging Markets Equity ETF made up 0.01% of HB Wealth Management's portfolio in Q1 2026, its #554 holding.
  • HB Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2021 and has held it in 18 quarters since.
  • HB Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $19.6M in Q1 2022.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.