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

Medallion Wealth Advisors’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 		$537K Buy
16,309
+1,150
+8% +$39.3K 0.18% 118
2025
Q4 		$496K Buy
15,159
+2,257
+17% +$75.3K 0.17% 126
2025
Q3 		$431K Buy
12,902
+3,536
+38% +$111K 0.15% 137
2025
Q2 		$283K Sell
9,366
-616
-6% -$17.4K 0.11% 181
2025
Q1 		$277K Sell
9,982
-762
-7% -$20.9K 0.13% 162
2024
Q4 		$286K Buy
+10,744
New +$303K 0.14% 151

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

Medallion Wealth Advisors's SCHE Position: Q1 2026 in Review

Medallion Wealth Advisors increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 7.6% in Q1 2026, buying an estimated $39.3K and bringing the position to 16,309 shares worth $537K. The position accounts for 0.18% of the portfolio, ranked #118.

Medallion Wealth Advisors first reported a position in SCHE in Q4 2024 and has held it in 6 quarters since. 865 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Medallion Wealth Advisors held 16,309 shares of Schwab Emerging Markets Equity ETF worth $537K as of Q1 2026.
  • Medallion Wealth Advisors bought 1,150 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $39.3K.
  • Schwab Emerging Markets Equity ETF made up 0.18% of Medallion Wealth Advisors's portfolio in Q1 2026, its #118 holding.
  • Medallion Wealth Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • 865 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.