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

HORAN Wealth’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 		$646K Buy
19,597
+1,470
+8% +$50.2K 0.06% 128
2025
Q4 		$594K Buy
18,127
+2,821
+18% +$94.1K 0.09% 112
2025
Q3 		$511K Buy
15,306
+169
+1% +$5.32K 0.08% 129
2025
Q2 		$456K Buy
+15,137
New +$429K 0.14% 81

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

HORAN Wealth's SCHE Position: Q1 2026 in Review

HORAN Wealth increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 8.1% in Q1 2026, buying an estimated $50.2K and bringing the position to 19,597 shares worth $646K. The position accounts for 0.06% of the portfolio, ranked #128.

HORAN Wealth first reported a position in SCHE in Q2 2025 and has held it in 4 quarters since. 865 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • HORAN Wealth held 19,597 shares of Schwab Emerging Markets Equity ETF worth $646K as of Q1 2026.
  • HORAN Wealth bought 1,470 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $50.2K.
  • Schwab Emerging Markets Equity ETF made up 0.06% of HORAN Wealth's portfolio in Q1 2026, its #128 holding.
  • HORAN Wealth first reported a position in Schwab Emerging Markets Equity ETF in Q2 2025 and has held it in 4 quarters since.
  • 865 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on HORAN Wealth's 13F filing for Q1 2026, filed 8 May 2026.