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IEQ Capital’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

IEQ Capital’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 		$524K Buy
15,914
+1,693
+12% +$57.8K ﹤0.01% 1282
2025
Q4 		$466K Buy
14,221
+5,074
+55% +$169K ﹤0.01% 1366
2025
Q3 		$305K Hold
9,147
– – ﹤0.01% 1518
2025
Q2 		$276K Sell
9,147
-9,935
-52% -$281K ﹤0.01% 1446
2025
Q1 		$526K Buy
19,082
+10,433
+121% +$286K ﹤0.01% 954
2024
Q4 		$230K Sell
8,649
-2,073
-19% -$58.5K ﹤0.01% 1140
2024
Q3 		$313K Buy
10,722
+2,693
+34% +$72.9K ﹤0.01% 913
2024
Q2 		$213K Hold
8,029
– – ﹤0.01% 900
2024
Q1 		$203K Sell
8,029
-2,479
-24% -$60.9K ﹤0.01% 879
2023
Q4 		$260K Buy
10,508
+1,954
+23% +$47K ﹤0.01% 770
2023
Q3 		$205K Sell
8,554
-423
-5% -$10.5K ﹤0.01% 834
2023
Q2 		$221K Buy
+8,977
New +$219K ﹤0.01% 780
2022
Q2 		– Sell
-11,174
Closed -$310K – 850
2022
Q1 		$310K Buy
11,174
+3,147
+39% +$91.1K 0.01% 629
2021
Q4 		$238K Hold
8,027
– – 0.01% 655
2021
Q3 		$245K Hold
8,027
– – 0.01% 613
2021
Q2 		$264K Hold
8,027
– – 0.01% 505
2021
Q1 		$255K Buy
+8,027
New +$261K 0.01% 404
2020
Q1 		– Sell
-10,011
Closed -$274K – 421
2019
Q4 		$274K Buy
+10,011
New +$264K 0.02% 330

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

IEQ Capital's SCHE Position: Q1 2026 in Review

IEQ Capital increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 12% in Q1 2026, buying an estimated $57.8K and bringing the position to 15,914 shares worth $524K. The position accounts for ﹤0.01% of the portfolio, ranked #1282.

IEQ Capital first reported a position in SCHE in Q4 2019 and has held it in 18 quarters since. The position peaked at $526K in Q1 2025. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • IEQ Capital held 15,914 shares of Schwab Emerging Markets Equity ETF worth $524K as of Q1 2026.
  • IEQ Capital bought 1,693 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $57.8K.
  • Schwab Emerging Markets Equity ETF made up ﹤0.01% of IEQ Capital's portfolio in Q1 2026, its #1282 holding.
  • IEQ Capital first reported a position in Schwab Emerging Markets Equity ETF in Q4 2019 and has held it in 18 quarters since.
  • IEQ Capital's Schwab Emerging Markets Equity ETF position peaked at $526K in Q1 2025.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.