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

Modern 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 		$479K Sell
14,506
-1,988
-12% -$67.9K 0.01% 588
2025
Q4 		$540K Hold
16,494
– – 0.01% 517
2025
Q3 		$550K Sell
16,494
-1,205
-7% -$38K 0.01% 488
2025
Q2 		$533K Buy
17,699
+1,238
+8% +$35.1K 0.01% 464
2025
Q1 		$454K Buy
+16,461
New +$451K 0.01% 440

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

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

Modern Wealth Management reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 12% in Q1 2026, selling an estimated $67.9K and leaving 14,506 shares worth $479K. The position accounts for 0.01% of the portfolio, ranked #588.

Modern Wealth Management first reported a position in SCHE in Q1 2025 and has held it in 5 quarters since. The position peaked at $550K in Q3 2025. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Modern Wealth Management held 14,506 shares of Schwab Emerging Markets Equity ETF worth $479K as of Q1 2026.
  • Modern Wealth Management sold 1,988 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $67.9K.
  • Schwab Emerging Markets Equity ETF made up 0.01% of Modern Wealth Management's portfolio in Q1 2026, its #588 holding.
  • Modern Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q1 2025 and has held it in 5 quarters since.
  • Modern Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $550K in Q3 2025.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.