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Howe & Rusling’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Howe & Rusling’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 		$151K Sell
4,574
-5,126
-53% -$175K 0.01% 310
2025
Q4 		$318K Buy
9,700
+4,602
+90% +$153K 0.02% 230
2025
Q3 		$170K Sell
5,098
-35
-0.7% -$1.1K 0.01% 297
2025
Q2 		$155K Buy
5,133
+1,666
+48% +$47.2K 0.01% 293
2025
Q1 		$95.6K Buy
3,467
+591
+21% +$16.2K 0.01% 305
2024
Q4 		$76.6K Sell
2,876
-163
-5% -$4.6K 0.01% 290
2024
Q3 		$88.7K Buy
3,039
+474
+18% +$12.8K 0.01% 276
2024
Q2 		$68.1K Sell
2,565
-1,951
-43% -$50.9K 0.01% 281
2024
Q1 		$114K Buy
4,516
+1,686
+60% +$41.4K 0.01% 262
2023
Q4 		$70.2K Sell
2,830
-610
-18% -$14.7K 0.01% 267
2023
Q3 		$82.4K Buy
3,440
+754
+28% +$18.7K 0.01% 240
2023
Q2 		$66.2K Sell
2,686
-14,952
-85% -$365K 0.01% 257
2023
Q1 		$432K Buy
17,638
+14,263
+423% +$353K 0.05% 145
2022
Q4 		$79.9K Buy
3,375
+739
+28% +$17.2K 0.01% 221
2022
Q3 		$59K Sell
2,636
-27
-1% -$667 0.01% 304
2022
Q2 		$68K Buy
2,663
+27
+1% +$706 0.01% 280
2022
Q1 		$73K Buy
2,636
+35
+1% +$1.01K 0.01% 288
2021
Q4 		$77K Sell
2,601
-218
-8% -$6.66K 0.01% 278
2021
Q3 		$86K Sell
2,819
-1,094
-28% -$34.2K 0.01% 251
2021
Q2 		$129K Buy
3,913
+1,246
+47% +$40.4K 0.02% 216
2021
Q1 		$85K Sell
2,667
-773
-22% -$25.2K 0.01% 250
2020
Q4 		$105K Buy
3,440
+845
+33% +$24.5K 0.02% 221
2020
Q3 		$69K Buy
2,595
+4
+0.2% +$107 0.01% 236
2020
Q2 		$63K Buy
2,591
+36
+1% +$818 0.01% 230
2020
Q1 		$53K Hold
2,555
– – 0.01% 249
2019
Q4 		$70K Hold
2,555
– – 0.01% 257
2019
Q3 		$64K Hold
2,555
– – 0.01% 269
2019
Q2 		$67K Hold
2,555
– – 0.01% 271
2019
Q1 		$66K Hold
2,555
– – 0.01% 265
2018
Q4 		$60K Hold
2,555
– – 0.01% 242
2018
Q3 		$66K Hold
2,555
– – 0.01% 239
2018
Q2 		$66K Hold
2,555
– – 0.01% 231
2018
Q1 		$73K Hold
2,555
– – 0.01% 239
2017
Q4 		$71K Hold
2,555
– – 0.01% 264
2017
Q3 		$69K Sell
2,555
-2,173
-46% -$57.5K 0.01% 268
2017
Q2 		$117K Buy
4,728
+2,173
+85% +$53.4K 0.02% 185
2017
Q1 		$61K Hold
2,555
– – 0.01% 241
2016
Q4 		$55K Hold
2,555
– – 0.01% 261
2016
Q3 		$59K Hold
2,555
– – 0.01% 245
2016
Q2 		$54K Hold
2,555
– – 0.01% 241
2016
Q1 		$53K Hold
2,555
– – 0.01% 267
2015
Q4 		$50K Buy
+2,555
New +$53.5K 0.01% 269
2015
Q3 		– Sell
-775
Closed -$19K – 1066
2015
Q2 		$19K Hold
775
– – ﹤0.01% 415
2015
Q1 		$19K Hold
775
– – ﹤0.01% 403
2014
Q4 		$19K Buy
+775
New +$19.4K ﹤0.01% 400

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 $103B AUM 28.65% 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

Howe & Rusling's SCHE Position: Q1 2026 in Review

Howe & Rusling reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 53% in Q1 2026, selling an estimated $175K and leaving 4,574 shares worth $151K. The position accounts for 0.01% of the portfolio, ranked #310.

Howe & Rusling first reported a position in SCHE in Q4 2014 and has held it in 45 quarters since. The position peaked at $432K in Q1 2023. 865 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Howe & Rusling held 4,574 shares of Schwab Emerging Markets Equity ETF worth $151K as of Q1 2026.
  • Howe & Rusling sold 5,126 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $175K.
  • Schwab Emerging Markets Equity ETF made up 0.01% of Howe & Rusling's portfolio in Q1 2026, its #310 holding.
  • Howe & Rusling first reported a position in Schwab Emerging Markets Equity ETF in Q4 2014 and has held it in 45 quarters since.
  • Howe & Rusling's Schwab Emerging Markets Equity ETF position peaked at $432K in Q1 2023.
  • 865 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.