Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
IWM
IHT Wealth Management’s
Schwab Emerging Markets Equity ETF
SCHE
Stock Holding History
IHT 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
$11.4M
Sell
346,432
-8,040
-2%
-$275K
0.27%
81
2025
Q4
$11.6M
Sell
354,472
-3,078
-0.9%
-$103K
0.28%
78
2025
Q3
$11.9M
Buy
357,550
+33,354
+10%
+$1.05M
0.3%
72
2025
Q2
$9.77M
Buy
324,196
+303,997
+1,505%
+$8.61M
0.27%
88
2025
Q1
$557K
Buy
20,199
+5,724
+40%
+$157K
0.02%
638
2024
Q4
$385K
Sell
14,475
-4,541
-24%
-$128K
0.01%
770
2024
Q3
$556K
Buy
19,016
+2,524
+15%
+$68.3K
0.02%
690
2024
Q2
$438K
Buy
16,492
+982
+6%
+$25.6K
0.02%
670
2024
Q1
$392K
Sell
15,510
-607
-4%
-$14.9K
0.02%
711
2023
Q4
$400K
Buy
16,117
+60
+0.4%
+$1.44K
0.02%
674
2023
Q3
$384K
Sell
16,057
-871
-5%
-$21.6K
0.02%
635
2023
Q2
$417K
Sell
16,928
-207
-1%
-$5.06K
0.02%
605
2023
Q1
$420K
Sell
17,135
-650
-4%
-$16.1K
0.02%
564
2022
Q4
$421K
Buy
17,785
+5,317
+43%
+$124K
0.03%
539
2022
Q3
$279K
Buy
+12,468
New
+$308K
0.02%
648
2017
Q1
–
Sell
-12
Closed
–
–
1316
2016
Q4
$0
Buy
+12
New
+$269
﹤0.01%
1218
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
R
Rebalance
Palo Alto, California
$1.72B AUM
13.51%
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
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close