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James Investment Research’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

James Investment Research’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 		$1.48M Buy
44,919
+3,258
+8% +$111K 0.17% 130
2025
Q4 		$1.36M Buy
41,661
+14,476
+53% +$483K 0.15% 131
2025
Q3 		$907K Buy
27,185
+1,773
+7% +$55.9K 0.1% 170
2025
Q2 		$766K Buy
25,412
+1,040
+4% +$29.4K 0.09% 174
2025
Q1 		$672K Buy
24,372
+12,498
+105% +$342K 0.09% 182
2024
Q4 		$316K Sell
11,874
-1,164
-9% -$32.9K 0.04% 262
2024
Q3 		$380K Hold
13,038
– – 0.04% 248
2024
Q2 		$346K Sell
13,038
-200
-2% -$5.21K 0.04% 254
2024
Q1 		$334K Sell
13,238
-529
-4% -$13K 0.04% 253
2023
Q4 		$341K Sell
13,767
-2,614
-16% -$62.9K 0.04% 239
2023
Q3 		$392K Buy
16,381
+108
+0.7% +$2.67K 0.05% 210
2023
Q2 		$401K Buy
16,273
+1,047
+7% +$25.6K 0.05% 207
2023
Q1 		$373K Buy
15,226
+5,183
+52% +$128K 0.05% 218
2022
Q4 		$238K Sell
10,043
-840
-8% -$19.6K 0.03% 244
2022
Q3 		$244K Sell
10,883
-2,645
-20% -$65.4K 0.03% 235
2022
Q2 		$343K Sell
13,528
-25,257
-65% -$660K 0.05% 209
2022
Q1 		$1.08M Sell
38,785
-26,326
-40% -$762K 0.11% 142
2021
Q4 		$1.93M Sell
65,111
-34,185
-34% -$1.04M 0.18% 124
2021
Q3 		$3.03M Sell
99,296
-265,141
-73% -$8.28M 0.28% 94
2021
Q2 		$12M Buy
364,437
+10,294
+3% +$334K 1.03% 31
2021
Q1 		$11.3M Buy
354,143
+136,122
+62% +$4.43M 1.02% 27
2020
Q4 		$6.68M Buy
218,021
+193,303
+782% +$5.6M 0.6% 61
2020
Q3 		$661K Buy
24,718
+1,899
+8% +$50.7K 0.06% 183
2020
Q2 		$555K Sell
22,819
-105
-0.5% -$2.39K 0.05% 188
2020
Q1 		$474K Buy
+22,924
New +$573K 0.05% 185

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

James Investment Research's SCHE Position: Q1 2026 in Review

James Investment Research increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 7.8% in Q1 2026, buying an estimated $111K and bringing the position to 44,919 shares worth $1.48M. The position accounts for 0.17% of the portfolio, ranked #130.

James Investment Research first reported a position in SCHE in Q1 2020 and has held it in 25 quarters since. The position peaked at $12M in Q2 2021. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • James Investment Research held 44,919 shares of Schwab Emerging Markets Equity ETF worth $1.48M as of Q1 2026.
  • James Investment Research bought 3,258 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $111K.
  • Schwab Emerging Markets Equity ETF made up 0.17% of James Investment Research's portfolio in Q1 2026, its #130 holding.
  • James Investment Research first reported a position in Schwab Emerging Markets Equity ETF in Q1 2020 and has held it in 25 quarters since.
  • James Investment Research's Schwab Emerging Markets Equity ETF position peaked at $12M in Q2 2021.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on James Investment Research's 13F filing for Q1 2026, filed 24 Apr 2026.