Jim Simons
SCHE icon

Jim Simons’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Jim Simons’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 		$1.52M Buy
+46,200
New +$1.58M ﹤0.01% 2034
2025
Q1 		– Sell
-184,200
Closed -$4.91M – 3789
2024
Q4 		$4.91M Buy
+184,200
New +$5.2M 0.01% 1467
2024
Q1 		– Sell
-20,500
Closed -$508K – 4022
2023
Q4 		$508K Buy
+20,500
New +$493K ﹤0.01% 2764
2023
Q2 		– Sell
-82,400
Closed -$2.02M – 4225
2023
Q1 		$2.02M Buy
82,400
+2,200
+3% +$54.5K ﹤0.01% 2028
2022
Q4 		$1.9M Buy
80,200
+10,200
+15% +$237K ﹤0.01% 2100
2022
Q3 		$1.57M Buy
70,000
+41,800
+148% +$1.03M ﹤0.01% 2195
2022
Q2 		$716K Buy
+28,200
New +$737K ﹤0.01% 2921
2022
Q1 		– Sell
-89,000
Closed -$2.64M – 4409
2021
Q4 		$2.64M Buy
+89,000
New +$2.72M ﹤0.01% 1939
2021
Q1 		– Sell
-36,200
Closed -$1.11M – 3648
2020
Q4 		$1.11M Sell
36,200
-32,300
-47% -$937K ﹤0.01% 2445
2020
Q3 		$1.83M Buy
+68,500
New +$1.83M ﹤0.01% 2190
2019
Q3 		– Sell
-25,100
Closed -$659K – 3660
2019
Q2 		$659K Buy
+25,100
New +$650K ﹤0.01% 2881
2019
Q1 		– Sell
-66,955
Closed -$1.57M – 3669
2018
Q4 		$1.57M Buy
66,955
+39,355
+143% +$954K ﹤0.01% 2353
2018
Q3 		$710K Buy
27,600
+5,200
+23% +$135K ﹤0.01% 2745
2018
Q2 		$580K Buy
+22,400
New +$616K ﹤0.01% 2793
2018
Q1 		– Sell
-24,500
Closed -$685K – 3546
2017
Q4 		$685K Buy
+24,500
New +$676K ﹤0.01% 2809

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 $103B AUM 28.65% 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
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 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

Jim Simons's SCHE Position: Q1 2026 in Review

Jim Simons opened a new position in Schwab Emerging Markets Equity ETF (SCHE) in Q1 2026: 46,200 shares worth $1.52M. The stake represents ﹤0.01% of the portfolio and ranks #2034 among its holdings. This is a return to the name: Jim Simons previously reported a position in SCHE as recently as Q4 2024.

Jim Simons first reported a position in SCHE in Q4 2017 and has held it in 15 quarters since. The position peaked at $4.91M in Q4 2024. 867 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Jim Simons held 46,200 shares of Schwab Emerging Markets Equity ETF worth $1.52M as of Q1 2026.
  • Schwab Emerging Markets Equity ETF was a new Jim Simons position in Q1 2026.
  • Schwab Emerging Markets Equity ETF made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2034 holding.
  • Jim Simons first reported a position in Schwab Emerging Markets Equity ETF in Q4 2017 and has held it in 15 quarters since.
  • Jim Simons's Schwab Emerging Markets Equity ETF position peaked at $4.91M in Q4 2024.
  • 867 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.