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Keyvantage Wealth’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Keyvantage Wealth’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 		$635K Sell
19,266
-12,769
-40% -$436K 0.28% 56
2025
Q4 		$1.05M Sell
32,035
-213
-0.7% -$7.1K 0.45% 36
2025
Q3 		$1.08M Sell
32,248
-272
-0.8% -$8.57K 0.45% 29
2025
Q2 		$980K Sell
32,520
-2,533
-7% -$71.7K 0.44% 31
2025
Q1 		$966K Sell
35,053
-41,318
-54% -$1.13M 0.47% 32
2024
Q4 		$2.03M Buy
+76,371
New +$2.16M 1.45% 19

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

Keyvantage Wealth's SCHE Position: Q1 2026 in Review

Keyvantage Wealth reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 40% in Q1 2026, selling an estimated $436K and leaving 19,266 shares worth $635K. The position accounts for 0.28% of the portfolio, ranked #56.

Keyvantage Wealth first reported a position in SCHE in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.03M in Q4 2024. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Keyvantage Wealth held 19,266 shares of Schwab Emerging Markets Equity ETF worth $635K as of Q1 2026.
  • Keyvantage Wealth sold 12,769 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $436K.
  • Schwab Emerging Markets Equity ETF made up 0.28% of Keyvantage Wealth's portfolio in Q1 2026, its #56 holding.
  • Keyvantage Wealth first reported a position in Schwab Emerging Markets Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • Keyvantage Wealth's Schwab Emerging Markets Equity ETF position peaked at $2.03M in Q4 2024.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Keyvantage Wealth's 13F filing for Q1 2026, filed 5 May 2026.