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Ironwood Investment Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Ironwood Investment 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 		$1.3M Buy
39,470
+31,270
+381% +$1.07M 0.54% 57
2025
Q4 		$269K Hold
8,200
– – 0.11% 139
2025
Q3 		$274K Hold
8,200
– – 0.12% 136
2025
Q2 		$247K Sell
8,200
-149
-2% -$4.22K 0.12% 139
2025
Q1 		$230K Hold
8,349
– – 0.13% 133
2024
Q4 		$222K Hold
8,349
– – 0.11% 144
2024
Q3 		$244K Sell
8,349
-321
-4% -$8.69K 0.12% 136
2024
Q2 		$230K Hold
8,670
– – 0.12% 138
2024
Q1 		$219K Sell
8,670
-970
-10% -$23.8K 0.11% 148
2023
Q4 		$239K Hold
9,640
– – 0.13% 141
2023
Q3 		$231K Hold
9,640
– – 0.14% 135
2023
Q2 		$237K Hold
9,640
– – 0.14% 138
2023
Q1 		$236K Sell
9,640
-650
-6% -$16.1K 0.15% 135
2022
Q4 		$244K Sell
10,290
-466
-4% -$10.8K 0.16% 130
2022
Q3 		$241K Sell
10,756
-180
-2% -$4.45K 0.17% 138
2022
Q2 		$278K Hold
10,936
– – 0.19% 128
2022
Q1 		$304K Sell
10,936
-176
-2% -$5.09K 0.17% 140
2021
Q4 		$329K Hold
11,112
– – 0.16% 137
2021
Q3 		$339K Sell
11,112
-123
-1% -$3.84K 0.18% 135
2021
Q2 		$369K Hold
11,235
– – 0.19% 138
2021
Q1 		$357K Sell
11,235
-146
-1% -$4.75K 0.19% 137
2020
Q4 		$349K Buy
11,381
+675
+6% +$19.6K 0.2% 127
2020
Q3 		$286K Hold
10,706
– – 0.2% 127
2020
Q2 		$261K Sell
10,706
-86
-0.8% -$1.95K 0.2% 127
2020
Q1 		$223K Hold
10,792
– – 0.22% 126
2019
Q4 		$295K Sell
10,792
-73
-0.7% -$1.92K 0.2% 126
2019
Q3 		$273K Sell
10,865
-17
-0.2% -$433 0.2% 125
2019
Q2 		$286K Hold
10,882
– – 0.22% 126
2019
Q1 		$283K Hold
10,882
– – 0.23% 131
2018
Q4 		$256K Buy
10,882
+165
+2% +$4K 0.24% 131
2018
Q3 		$276K Buy
+10,717
New +$278K 0.19% 140

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 $11.5B AUM 18.82% 1-Year Est. Return

Ironwood Investment Management's SCHE Position: Q1 2026 in Review

Ironwood Investment Management increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 381% in Q1 2026, buying an estimated $1.07M and bringing the position to 39,470 shares worth $1.3M. The position accounts for 0.54% of the portfolio, ranked #57.

Ironwood Investment Management first reported a position in SCHE in Q3 2018 and has held it in 31 quarters since. 865 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Ironwood Investment Management held 39,470 shares of Schwab Emerging Markets Equity ETF worth $1.3M as of Q1 2026.
  • Ironwood Investment Management bought 31,270 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $1.07M.
  • Schwab Emerging Markets Equity ETF made up 0.54% of Ironwood Investment Management's portfolio in Q1 2026, its #57 holding.
  • Ironwood Investment Management first reported a position in Schwab Emerging Markets Equity ETF in Q3 2018 and has held it in 31 quarters since.
  • 865 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Ironwood Investment Management's 13F filing for Q1 2026, filed 15 May 2026.