IWC
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Integrated Wealth Concepts’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Integrated Wealth Concepts’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 		$1.39M Buy
42,329
+30,771
+266% +$1.05M 0.01% 934
2025
Q4 		$379K Sell
11,558
-28,723
-71% -$958K ﹤0.01% 1222
2025
Q3 		$1.34M Sell
40,281
-383
-0.9% -$12.1K 0.01% 843
2025
Q2 		$1.23M Buy
40,664
+2,462
+6% +$69.7K 0.01% 821
2025
Q1 		$1.05M Sell
38,202
-23,994
-39% -$657K 0.01% 803
2024
Q4 		$1.66M Buy
62,196
+26,648
+75% +$752K 0.02% 625
2024
Q3 		$1.04M Sell
35,548
-6,230
-15% -$169K 0.01% 786
2024
Q2 		$1.11M Sell
41,778
-579
-1% -$15.1K 0.02% 709
2024
Q1 		$1.07M Sell
42,357
-2,067
-5% -$50.8K 0.02% 726
2023
Q4 		$1.1M Sell
44,424
-8,122
-15% -$195K 0.02% 692
2023
Q3 		$1.26M Sell
52,546
-2,390
-4% -$59.2K 0.02% 600
2023
Q2 		$1.35M Sell
54,936
-874
-2% -$21.4K 0.02% 582
2023
Q1 		$1.37M Buy
55,810
+28,871
+107% +$715K 0.03% 515
2022
Q4 		$638K Sell
26,939
-636
-2% -$14.8K 0.02% 582
2022
Q3 		$618K Sell
27,575
-50,190
-65% -$1.24M 0.02% 536
2022
Q2 		$1.97M Buy
77,765
+68,015
+698% +$1.78M 0.06% 285
2022
Q1 		$271K Buy
9,750
+430
+5% +$12.4K 0.01% 779
2021
Q4 		$276K Sell
9,320
-1
-0% -$31 0.01% 813
2021
Q3 		$284K Buy
9,321
+290
+3% +$9.06K 0.01% 760
2021
Q2 		$297K Buy
9,031
+2,222
+33% +$72.1K 0.01% 663
2021
Q1 		$216K Buy
+6,809
New +$222K 0.01% 675

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

Integrated Wealth Concepts's SCHE Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 266% in Q1 2026, buying an estimated $1.05M and bringing the position to 42,329 shares worth $1.39M. The position accounts for 0.01% of the portfolio, ranked #934.

Integrated Wealth Concepts first reported a position in SCHE in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.97M in Q2 2022. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Integrated Wealth Concepts held 42,329 shares of Schwab Emerging Markets Equity ETF worth $1.39M as of Q1 2026.
  • Integrated Wealth Concepts bought 30,771 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $1.05M.
  • Schwab Emerging Markets Equity ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #934 holding.
  • Integrated Wealth Concepts first reported a position in Schwab Emerging Markets Equity ETF in Q1 2021 and has held it in 21 quarters since.
  • Integrated Wealth Concepts's Schwab Emerging Markets Equity ETF position peaked at $1.97M in Q2 2022.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.