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HC Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

HC Advisors’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 		$10.3M Sell
313,928
-9,803
-3% -$335K 6.92% 4
2025
Q4 		$10.6M Sell
323,731
-6,175
-2% -$206K 7.34% 4
2025
Q3 		$11M Sell
329,906
-6,895
-2% -$217K 7.74% 4
2025
Q2 		$10.2M Sell
336,801
-5,019
-1% -$142K 7.17% 4
2025
Q1 		$9.42M Buy
341,820
+16,249
+5% +$445K 7.06% 4
2024
Q4 		$8.67M Sell
325,571
-1,872
-0.6% -$52.9K 6.96% 4
2024
Q3 		$9.55M Buy
327,443
+27,122
+9% +$734K 7.86% 4
2024
Q2 		$7.98M Sell
300,321
-7,140
-2% -$186K 7.36% 4
2024
Q1 		$7.76M Buy
307,461
+65,997
+27% +$1.62M 3.7% 5
2023
Q4 		$5.99M Sell
241,464
-13,942
-5% -$335K 3.35% 5
2023
Q3 		$6.11M Buy
255,406
+15,780
+7% +$391K 3.63% 5
2023
Q2 		$5.9M Sell
239,626
-4,980
-2% -$122K 3.42% 5
2023
Q1 		$6M Buy
244,606
+48,924
+25% +$1.21M 3.71% 5
2022
Q4 		$4.63M Sell
195,682
-49,322
-20% -$1.15M 3.16% 8
2022
Q3 		$5.49M Buy
245,004
+22,795
+10% +$563K 3.78% 5
2022
Q2 		$5.64M Buy
222,209
+2,415
+1% +$63.1K 4.02% 5
2022
Q1 		$6.1M Buy
219,794
+24,113
+12% +$698K 3.87% 6
2021
Q4 		$5.8M Sell
195,681
-3,199
-2% -$97.7K 3.56% 6
2021
Q3 		$6.06M Sell
198,880
-34,533
-15% -$1.08M 3.98% 5
2021
Q2 		$7.67M Buy
233,413
+8,930
+4% +$290K 4.72% 4
2021
Q1 		$7.13M Sell
224,483
-2,373
-1% -$77.3K 4.61% 4
2020
Q4 		$6.95M Buy
226,856
+27,539
+14% +$799K 4.75% 4
2020
Q3 		$5.33M Buy
199,317
+14,140
+8% +$378K 4.3% 7
2020
Q2 		$4.51M Buy
+185,177
New +$4.21M 3.73% 7
2020
Q1 		– Sell
-209,993
Closed -$5.75M – 49
2019
Q4 		$5.75M Buy
+209,993
New +$5.53M 5.93% 3

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

HC Advisors's SCHE Position: Q1 2026 in Review

HC Advisors reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 3% in Q1 2026, selling an estimated $335K and leaving 313,928 shares worth $10.3M. The position accounts for 6.92% of the portfolio, ranked #4.

HC Advisors first reported a position in SCHE in Q4 2019 and has held it in 25 quarters since. The position peaked at $11M in Q3 2025. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • HC Advisors held 313,928 shares of Schwab Emerging Markets Equity ETF worth $10.3M as of Q1 2026.
  • HC Advisors sold 9,803 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $335K.
  • Schwab Emerging Markets Equity ETF made up 6.92% of HC Advisors's portfolio in Q1 2026, its #4 holding.
  • HC Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2019 and has held it in 25 quarters since.
  • HC Advisors's Schwab Emerging Markets Equity ETF position peaked at $11M in Q3 2025.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on HC Advisors's 13F filing for Q1 2026, filed 5 May 2026.