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

Heirloom 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	$2.08M	Buy	+63,247	New	+$2.16M	0.38%	33

Other funds holding SCHE

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Heirloom Wealth Management opened a new position in Schwab Emerging Markets Equity ETF (SCHE) in Q1 2026: 63,247 shares worth $2.08M. The stake represents 0.38% of the portfolio and ranks #33 among its holdings.

864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

Heirloom Wealth Management held 63,247 shares of Schwab Emerging Markets Equity ETF worth $2.08M as of Q1 2026.
Schwab Emerging Markets Equity ETF was a new Heirloom Wealth Management position in Q1 2026.
Schwab Emerging Markets Equity ETF made up 0.38% of Heirloom Wealth Management's portfolio in Q1 2026, its #33 holding.
864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Heirloom Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.