KJWM
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Kiley Juergens Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Kiley Juergens Wealth 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 		$1.34M Buy
40,577
+1,638
+4% +$55.9K 0.24% 76
2025
Q4 		$1.28M Sell
38,939
-70
-0.2% -$2.33K 0.28% 52
2025
Q3 		$1.3M Buy
39,009
+1,227
+3% +$38.7K 0.29% 50
2025
Q2 		$1.14M Sell
37,782
-368
-1% -$10.4K 0.26% 55
2025
Q1 		$1.05M Sell
38,150
-318
-0.8% -$8.7K 0.28% 50
2024
Q4 		$1.02M Buy
38,468
+1,670
+5% +$47.1K 0.26% 52
2024
Q3 		$1.07M Buy
36,798
+2,863
+8% +$77.5K 0.28% 50
2024
Q2 		$901K Buy
33,935
+1,436
+4% +$37.4K 0.25% 50
2024
Q1 		$821K Buy
32,499
+1,224
+4% +$30.1K 0.25% 46
2023
Q4 		$775K Buy
31,275
+1,376
+5% +$33.1K 0.26% 47
2023
Q3 		$716K Buy
29,899
+1,769
+6% +$43.8K 0.26% 54
2023
Q2 		$693K Buy
28,130
+618
+2% +$15.1K 0.24% 57
2023
Q1 		$675K Buy
27,512
+363
+1% +$8.99K 0.25% 60
2022
Q4 		$643K Buy
27,149
+156
+0.6% +$3.63K 0.27% 61
2022
Q3 		$604K Buy
26,993
+1,276
+5% +$31.5K 0.28% 60
2022
Q2 		$652K Buy
25,717
+10,250
+66% +$268K 0.31% 57
2022
Q1 		$430K Sell
15,467
-11,857
-43% -$343K 0.21% 49
2021
Q4 		$809K Buy
27,324
+3,881
+17% +$119K 0.31% 55
2021
Q3 		$714K Buy
23,443
+4,263
+22% +$133K 0.31% 52
2021
Q2 		$630K Buy
19,180
+4,939
+35% +$160K 0.29% 53
2021
Q1 		$452K Buy
14,241
+4,100
+40% +$134K 0.24% 56
2020
Q4 		$310K Buy
+10,141
New +$294K 0.18% 50
2018
Q4 		– Sell
-1,884
Closed -$48K – 525
2018
Q3 		$48K Hold
1,884
– – 0.04% 237
2018
Q2 		$48K Buy
+1,884
New +$51.8K 0.04% 209
2018
Q1 		– Sell
-1,884
Closed -$52K – 503
2017
Q4 		$52K Buy
+1,884
New +$52K 0.05% 199

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

Kiley Juergens Wealth Management's SCHE Position: Q1 2026 in Review

Kiley Juergens Wealth Management increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 4.2% in Q1 2026, buying an estimated $55.9K and bringing the position to 40,577 shares worth $1.34M. The position accounts for 0.24% of the portfolio, ranked #76.

Kiley Juergens Wealth Management first reported a position in SCHE in Q4 2017 and has held it in 25 quarters since. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Kiley Juergens Wealth Management held 40,577 shares of Schwab Emerging Markets Equity ETF worth $1.34M as of Q1 2026.
  • Kiley Juergens Wealth Management bought 1,638 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $55.9K.
  • Schwab Emerging Markets Equity ETF made up 0.24% of Kiley Juergens Wealth Management's portfolio in Q1 2026, its #76 holding.
  • Kiley Juergens Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2017 and has held it in 25 quarters since.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.