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McKinley Carter Wealth Services’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

McKinley Carter Wealth Services’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 		$247K Sell
7,506
-1,070
-12% -$36.5K 0.01% 279
2025
Q4 		$281K Sell
8,576
-6,489
-43% -$216K 0.02% 282
2025
Q3 		$503K Sell
15,065
-424
-3% -$13.4K 0.03% 225
2025
Q2 		$467K Buy
15,489
+4,742
+44% +$134K 0.03% 219
2025
Q1 		$296K Sell
10,747
-1,736
-14% -$47.5K 0.02% 259
2024
Q4 		$332K Sell
12,483
-372
-3% -$10.5K 0.02% 240
2024
Q3 		$375K Buy
12,855
+768
+6% +$20.8K 0.02% 233
2024
Q2 		$321K Buy
12,087
+87
+0.7% +$2.27K 0.02% 248
2024
Q1 		$303K Sell
12,000
-157
-1% -$3.86K 0.02% 256
2023
Q4 		$301K Sell
12,157
-768
-6% -$18.5K 0.02% 249
2023
Q3 		$309K Buy
12,925
+2,323
+22% +$57.5K 0.02% 243
2023
Q2 		$261K Buy
+10,602
New +$259K 0.02% 264
2022
Q4 		– Sell
-38,323
Closed -$858K – 297
2022
Q3 		$858K Sell
38,323
-733
-2% -$18.1K 0.08% 141
2022
Q2 		$991K Sell
39,056
-1,001
-2% -$26.2K 0.09% 137
2022
Q1 		$1.11M Sell
40,057
-18,508
-32% -$536K 0.09% 139
2021
Q4 		$1.74M Buy
58,565
+49,299
+532% +$1.51M 0.13% 116
2021
Q3 		$282K Sell
9,266
-2,257
-20% -$70.5K 0.02% 245
2021
Q2 		$378K Sell
11,523
-1,127
-9% -$36.6K 0.03% 220
2021
Q1 		$402K Buy
12,650
+5,199
+70% +$169K 0.03% 207
2020
Q4 		$228K Buy
+7,451
New +$216K 0.03% 239

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

McKinley Carter Wealth Services's SCHE Position: Q1 2026 in Review

McKinley Carter Wealth Services reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 12% in Q1 2026, selling an estimated $36.5K and leaving 7,506 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #279.

McKinley Carter Wealth Services first reported a position in SCHE in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.74M in Q4 2021. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • McKinley Carter Wealth Services held 7,506 shares of Schwab Emerging Markets Equity ETF worth $247K as of Q1 2026.
  • McKinley Carter Wealth Services sold 1,070 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $36.5K.
  • Schwab Emerging Markets Equity ETF made up 0.01% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #279 holding.
  • McKinley Carter Wealth Services first reported a position in Schwab Emerging Markets Equity ETF in Q4 2020 and has held it in 20 quarters since.
  • McKinley Carter Wealth Services's Schwab Emerging Markets Equity ETF position peaked at $1.74M in Q4 2021.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.