LAM
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LOM Asset Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

LOM Asset 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 		$472K Buy
14,335
+2,935
+26% +$100K 0.14% 129
2025
Q4 		$373K Buy
11,400
+3,400
+43% +$113K 0.11% 133
2025
Q3 		$267K Buy
8,000
+5,590
+232% +$176K 0.08% 140
2025
Q2 		$73K Buy
+2,410
New +$68.2K 0.02% 171

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

LOM Asset Management's SCHE Position: Q1 2026 in Review

LOM Asset Management increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 26% in Q1 2026, buying an estimated $100K and bringing the position to 14,335 shares worth $472K. The position accounts for 0.14% of the portfolio, ranked #129.

LOM Asset Management first reported a position in SCHE in Q2 2025 and has held it in 4 quarters since. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • LOM Asset Management held 14,335 shares of Schwab Emerging Markets Equity ETF worth $472K as of Q1 2026.
  • LOM Asset Management bought 2,935 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $100K.
  • Schwab Emerging Markets Equity ETF made up 0.14% of LOM Asset Management's portfolio in Q1 2026, its #129 holding.
  • LOM Asset Management first reported a position in Schwab Emerging Markets Equity ETF in Q2 2025 and has held it in 4 quarters since.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on LOM Asset Management's 13F filing for Q1 2026, filed 5 May 2026.