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Joseph Group Capital Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Joseph Group Capital 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 		– Sell
-1,249
Closed -$40.9K – 388
2025
Q4 		$40.9K Hold
1,249
– – 0.01% 92
2025
Q3 		$41.7K Hold
1,249
– – 0.01% 78
2025
Q2 		$37.6K Hold
1,249
– – 0.01% 77
2025
Q1 		$34.4K Hold
1,249
– – 0.01% 79
2024
Q4 		$33.3K Hold
1,249
– – 0.01% 77
2024
Q3 		$36.4K Buy
+1,249
New +$33.8K 0.01% 71
2024
Q2 		– Sell
-1,249
Closed -$31.5K – 82
2024
Q1 		$31.5K Sell
1,249
-271
-18% -$6.66K 0.02% 73
2023
Q4 		$37.7K Sell
1,520
-278
-15% -$6.68K 0.02% 69
2023
Q3 		$43K Sell
1,798
-132,400
-99% -$3.28M 0.03% 65
2023
Q2 		$3.31M Buy
134,198
+4,807
+4% +$117K 2.78% 7
2023
Q1 		$3.17M Sell
129,391
-28
-0% -$694 2.78% 6
2022
Q4 		$3.06M Sell
129,419
-45,046
-26% -$1.05M 2.91% 7
2022
Q3 		$3.91M Buy
174,465
+7,316
+4% +$181K 4.27% 5
2022
Q2 		$4.24M Buy
167,149
+8,798
+6% +$230K 4.25% 6
2022
Q1 		$4.4M Buy
158,351
+8,847
+6% +$256K 4.43% 5
2021
Q4 		$4.43M Buy
+149,504
New +$4.57M 4.26% 6

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

Joseph Group Capital Management's SCHE Position: Q1 2026 in Review

Joseph Group Capital Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2026, closing a stake of 1,249 shares — an estimated $40.9K sold.

Joseph Group Capital Management first reported a position in SCHE in Q4 2021 and held it in 16 quarters. The position peaked at $4.43M in Q4 2021. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Joseph Group Capital Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Joseph Group Capital Management sold 1,249 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $40.9K.
  • Joseph Group Capital Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2021 and held it in 16 quarters.
  • Joseph Group Capital Management's Schwab Emerging Markets Equity ETF position peaked at $4.43M in Q4 2021.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Joseph Group Capital Management's 13F filing for Q1 2026, filed 8 May 2026.