Institute for Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Institute for 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 Q2	$44.5K	Buy	+1,226	New	+$43.8K	﹤0.01%	901
2020 Q1	–	Sell	-1,235	Closed	-$34K	–	625
2019 Q4	$34K	Buy	+1,235	New	+$32.5K	0.01%	536
2018 Q1	–	Sell	-16,487	Closed	-$460K	–	375
2017 Q4	$460K	Buy	+16,487	New	+$455K	0.11%	239
2014 Q1	–	Sell	-1	Closed	–	–	79
2013 Q4	$0	Buy	+1	New	+$25	﹤0.01%	80

Other funds holding SCHE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Institute for Wealth Management's SCHE Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Schwab Emerging Markets Equity ETF (SCHE) in Q2 2026: 1,226 shares worth $44.5K. The stake represents ﹤0.01% of the portfolio and ranks #901 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in SCHE as recently as Q4 2019.

Institute for Wealth Management first reported a position in SCHE in Q4 2013 and has held it in 4 quarters since. The position peaked at $460K in Q4 2017. 899 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Institute for Wealth Management held 1,226 shares of Schwab Emerging Markets Equity ETF worth $44.5K as of Q2 2026.
Schwab Emerging Markets Equity ETF was a new Institute for Wealth Management position in Q2 2026.
Schwab Emerging Markets Equity ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #901 holding.
Institute for Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2013 and has held it in 4 quarters since.
Institute for Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $460K in Q4 2017.
899 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.