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Joseph P. Lucia & Associates’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Joseph P. Lucia & Associates’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 		$269K Sell
8,164
-570
-7% -$19.5K 0.1% 142
2025
Q4 		$286K Hold
8,734
– – 0.1% 135
2025
Q3 		$291K Hold
8,734
– – 0.11% 124
2025
Q2 		$263K Sell
8,734
-490
-5% -$13.9K 0.11% 127
2025
Q1 		$254K Sell
9,224
-1,393
-13% -$38.1K 0.12% 118
2024
Q4 		$283K Sell
10,617
-831
-7% -$23.5K 0.13% 107
2024
Q3 		$334K Buy
11,448
+498
+5% +$13.5K 0.15% 95
2024
Q2 		$291K Sell
10,950
-500
-4% -$13K 0.15% 96
2024
Q1 		$289K Sell
11,450
-385
-3% -$9.46K 0.15% 95
2023
Q4 		$293K Sell
11,835
-855
-7% -$20.6K 0.18% 94
2023
Q3 		$304K Sell
12,690
-225
-2% -$5.57K 0.21% 89
2023
Q2 		$318K Sell
12,915
-120
-0.9% -$2.93K 0.21% 89
2023
Q1 		$320K Hold
13,035
– – 0.22% 87
2022
Q4 		$309K Sell
13,035
-825
-6% -$19.2K 0.23% 87
2022
Q3 		$310K Sell
13,860
-3,005
-18% -$74.3K 0.24% 82
2022
Q2 		$428K Sell
16,865
-7,930
-32% -$207K 0.3% 64
2022
Q1 		$689K Sell
24,795
-8,620
-26% -$249K 0.42% 57
2021
Q4 		$990K Sell
33,415
-871
-3% -$26.6K 0.63% 43
2021
Q3 		$1.04M Sell
34,286
-1,290
-4% -$40.3K 0.62% 48
2021
Q2 		$1.17M Buy
35,576
+20
+0.1% +$649 0.7% 41
2021
Q1 		$1.13M Buy
35,556
+4,264
+14% +$139K 0.5% 45
2020
Q4 		$959K Sell
31,292
-3,391
-10% -$98.3K 0.67% 49
2020
Q3 		$928K Buy
34,683
+365
+1% +$9.75K 0.87% 41
2020
Q2 		$836K Buy
34,318
+1,227
+4% +$27.9K 0.75% 43
2020
Q1 		$685K Sell
33,091
-77
-0.2% -$1.93K 0.76% 42
2019
Q4 		$908K Buy
33,168
+3,693
+13% +$97.3K 0.83% 34
2019
Q3 		$741K Sell
29,475
-930
-3% -$23.7K 0.76% 39
2019
Q2 		$798K Sell
30,405
-590,346
-95% -$15.3M 0.84% 36
2019
Q1 		$23.1K Buy
+620,751
New +$15.7M 1.72% 16

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 P. Lucia & Associates's SCHE Position: Q1 2026 in Review

Joseph P. Lucia & Associates reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 6.5% in Q1 2026, selling an estimated $19.5K and leaving 8,164 shares worth $269K. The position accounts for 0.1% of the portfolio, ranked #142.

Joseph P. Lucia & Associates first reported a position in SCHE in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.17M in Q2 2021. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Joseph P. Lucia & Associates held 8,164 shares of Schwab Emerging Markets Equity ETF worth $269K as of Q1 2026.
  • Joseph P. Lucia & Associates sold 570 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $19.5K.
  • Schwab Emerging Markets Equity ETF made up 0.1% of Joseph P. Lucia & Associates's portfolio in Q1 2026, its #142 holding.
  • Joseph P. Lucia & Associates first reported a position in Schwab Emerging Markets Equity ETF in Q1 2019 and has held it in 29 quarters since.
  • Joseph P. Lucia & Associates's Schwab Emerging Markets Equity ETF position peaked at $1.17M in Q2 2021.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q1 2026, filed 15 May 2026.