Indie Asset Partners’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Indie Asset Partners’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	$2.06M	Buy	62,388 +12,670	+25%	+$433K	2.34%	10
2025 Q4	$1.63M	Sell	49,718 -2,809	-5%	-$93.7K	1.82%	14
2025 Q3	$1.75M	Buy	52,527 +4,585	+10%	+$144K	2.33%	12
2025 Q2	$1.44M	Buy	47,942 +37,250	+348%	+$1.05M	2.63%	10
2025 Q1	$295K	Sell	10,692 -3,280	-23%	-$89.8K	0.26%	67
2024 Q4	$372K	Sell	13,972 -25	-0.2%	-$706	0.29%	57
2024 Q3	$408K	Buy	+13,997	New	+$379K	0.31%	57
2022 Q2	–	Sell	-9,325	Closed	-$259K	–	121
2022 Q1	$259K	Sell	9,325 -14,500	-61%	-$420K	0.19%	103
2021 Q4	$706K	Sell	23,825 -8,600	-27%	-$263K	0.51%	34
2021 Q3	$988K	Sell	32,425 -8,900	-22%	-$278K	0.8%	20
2021 Q2	$1.36M	Buy	41,325 +6,950	+20%	+$225K	1.1%	12
2021 Q1	$1.09M	Buy	+34,375	New	+$1.12M	1.24%	14

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 $10B AUM 15.14% 1-Year Est. Return

Indie Asset Partners's SCHE Position: Q1 2026 in Review

Indie Asset Partners increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 25% in Q1 2026, buying an estimated $433K and bringing the position to 62,388 shares worth $2.06M. The position accounts for 2.34% of the portfolio, ranked #10.

Indie Asset Partners first reported a position in SCHE in Q1 2021 and has held it in 12 quarters since. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

Indie Asset Partners held 62,388 shares of Schwab Emerging Markets Equity ETF worth $2.06M as of Q1 2026.
Indie Asset Partners bought 12,670 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $433K.
Schwab Emerging Markets Equity ETF made up 2.34% of Indie Asset Partners's portfolio in Q1 2026, its #10 holding.
Indie Asset Partners first reported a position in Schwab Emerging Markets Equity ETF in Q1 2021 and has held it in 12 quarters since.
864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Indie Asset Partners's 13F filing for Q1 2026, filed 8 May 2026.