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

Lyell 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 		$1.32M Buy
39,940
+6,605
+20% +$226K 0.1% 105
2025
Q4 		$1.09M Buy
33,335
+1,550
+5% +$51.7K 0.08% 116
2025
Q3 		$1.06M Buy
31,785
+470
+2% +$14.8K 0.08% 117
2025
Q2 		$944K Buy
31,315
+2,735
+10% +$77.4K 0.07% 124
2025
Q1 		$788K Buy
28,580
+2,330
+9% +$63.8K 0.07% 128
2024
Q4 		$699K Sell
26,250
-164
-0.6% -$4.63K 0.06% 129
2024
Q3 		$771K Buy
26,414
+164
+0.6% +$4.44K 0.07% 129
2024
Q2 		$697K Buy
+26,250
New +$684K 0.07% 122

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 $11.5B AUM 18.82% 1-Year Est. Return

Lyell Wealth Management's SCHE Position: Q1 2026 in Review

Lyell Wealth Management increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 20% in Q1 2026, buying an estimated $226K and bringing the position to 39,940 shares worth $1.32M. The position accounts for 0.1% of the portfolio, ranked #105.

Lyell Wealth Management first reported a position in SCHE in Q2 2024 and has held it in 8 quarters since. 865 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Lyell Wealth Management held 39,940 shares of Schwab Emerging Markets Equity ETF worth $1.32M as of Q1 2026.
  • Lyell Wealth Management bought 6,605 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $226K.
  • Schwab Emerging Markets Equity ETF made up 0.1% of Lyell Wealth Management's portfolio in Q1 2026, its #105 holding.
  • Lyell Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q2 2024 and has held it in 8 quarters since.
  • 865 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.