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

Mission 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 		$4.23M Sell
128,247
-26,090
-17% -$891K 0.09% 125
2025
Q4 		$5.05M Sell
154,337
-14,887
-9% -$496K 0.1% 112
2025
Q3 		$5.65M Sell
169,224
-10,889
-6% -$343K 0.11% 105
2025
Q2 		$5.43M Buy
180,113
+145,527
+421% +$4.12M 0.12% 105
2025
Q1 		$954K Sell
34,586
-886
-2% -$24.3K 0.02% 316
2024
Q4 		$945K Buy
35,472
+1,079
+3% +$30.5K 0.02% 302
2024
Q3 		$1M Sell
34,393
-733
-2% -$19.8K 0.02% 297
2024
Q2 		$933K Sell
35,126
-16,172
-32% -$421K 0.02% 283
2024
Q1 		$1.3M Sell
51,298
-4,316
-8% -$106K 0.03% 237
2023
Q4 		$1.38M Sell
55,614
-3,125
-5% -$75.1K 0.04% 190
2023
Q3 		$1.41M Sell
58,739
-5,610
-9% -$139K 0.05% 176
2023
Q2 		$1.58M Sell
64,349
-2,136
-3% -$52.2K 0.06% 158
2023
Q1 		$1.63M Sell
66,485
-9,241
-12% -$229K 0.07% 153
2022
Q4 		$1.79M Sell
75,726
-3,530
-4% -$82.2K 0.09% 133
2022
Q3 		$1.77M Sell
79,256
-4,411
-5% -$109K 0.09% 123
2022
Q2 		$2.12M Buy
83,667
+1,956
+2% +$51.1K 0.11% 105
2022
Q1 		$2.27M Buy
81,711
+761
+0.9% +$22K 0.1% 103
2021
Q4 		$2.4M Sell
80,950
-2,421
-3% -$74K 0.11% 103
2021
Q3 		$2.54M Sell
83,371
-1,872
-2% -$58.5K 0.13% 92
2021
Q2 		$2.8M Sell
85,243
-4,709
-5% -$153K 0.15% 78
2021
Q1 		$2.86M Sell
89,952
-10,405
-10% -$339K 0.17% 70
2020
Q4 		$3.08M Sell
100,357
-10,037
-9% -$291K 0.19% 59
2020
Q3 		$2.95M Sell
110,394
-8,239
-7% -$220K 0.22% 55
2020
Q2 		$2.89M Buy
118,633
+2,186
+2% +$49.7K 0.25% 54
2020
Q1 		$2.41M Sell
116,447
-5,964
-5% -$149K 0.27% 53
2019
Q4 		$3.35M Sell
122,411
-5,717
-4% -$151K 0.32% 46
2019
Q3 		$3.22M Buy
128,128
+14,636
+13% +$372K 0.34% 43
2019
Q2 		$2.98M Buy
113,492
+7,884
+7% +$204K 0.33% 46
2019
Q1 		$2.75M Buy
105,608
+11,227
+12% +$284K 0.32% 45
2018
Q4 		$2.22M Buy
94,381
+22,374
+31% +$542K 0.29% 50
2018
Q3 		$1.85M Buy
72,007
+18,824
+35% +$488K 0.24% 56
2018
Q2 		$1.38M Buy
53,183
+20,715
+64% +$569K 0.2% 62
2018
Q1 		$932K Buy
+32,468
New +$951K 0.15% 78

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

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

Mission Wealth Management reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 17% in Q1 2026, selling an estimated $891K and leaving 128,247 shares worth $4.23M. The position accounts for 0.09% of the portfolio, ranked #125.

Mission Wealth Management first reported a position in SCHE in Q1 2018 and has held it in 33 quarters since. The position peaked at $5.65M in Q3 2025. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Mission Wealth Management held 128,247 shares of Schwab Emerging Markets Equity ETF worth $4.23M as of Q1 2026.
  • Mission Wealth Management sold 26,090 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $891K.
  • Schwab Emerging Markets Equity ETF made up 0.09% of Mission Wealth Management's portfolio in Q1 2026, its #125 holding.
  • Mission Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q1 2018 and has held it in 33 quarters since.
  • Mission Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $5.65M in Q3 2025.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.