MA
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Modus Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Modus 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 		$550K Hold
16,703
– – 0.15% 86
2025
Q4 		$547K Sell
16,703
-66
-0.4% -$2.2K 0.14% 88
2025
Q3 		$560K Buy
16,769
+798
+5% +$25.1K 0.15% 87
2025
Q2 		$481K Sell
15,971
-365
-2% -$10.3K 0.14% 87
2025
Q1 		$450K Sell
16,336
-635
-4% -$17.4K 0.15% 87
2024
Q4 		$452K Sell
16,971
-535
-3% -$15.1K 0.14% 90
2024
Q3 		$511K Sell
17,506
-463
-3% -$12.5K 0.17% 88
2024
Q2 		$477K Hold
17,969
– – 0.17% 83
2024
Q1 		$454K Sell
17,969
-3,023
-14% -$74.3K 0.17% 81
2023
Q4 		$520K Buy
20,992
+7,806
+59% +$188K 0.21% 75
2023
Q3 		$316K Hold
13,186
– – 0.14% 89
2023
Q2 		$325K Sell
13,186
-456
-3% -$11.1K 0.14% 89
2023
Q1 		$335K Hold
13,642
– – 0.15% 85
2022
Q4 		$323K Sell
13,642
-20,694
-60% -$482K 0.16% 84
2022
Q3 		$769K Hold
34,336
– – 0.4% 56
2022
Q2 		$871K Hold
34,336
– – 0.44% 56
2022
Q1 		$954K Sell
34,336
-373
-1% -$10.8K 0.42% 57
2021
Q4 		$1.03M Sell
34,709
-1,278
-4% -$39K 0.44% 56
2021
Q3 		$1.1M Sell
35,987
-407
-1% -$12.7K 0.47% 55
2021
Q2 		$1.2M Sell
36,394
-102
-0.3% -$3.31K 0.5% 55
2021
Q1 		$1.16M Sell
36,496
-665
-2% -$21.7K 0.54% 55
2020
Q4 		$1.14M Sell
37,161
-21,805
-37% -$632K 0.59% 50
2020
Q3 		$1.58M Sell
58,966
-56,377
-49% -$1.51M 0.91% 36
2020
Q2 		$2.81M Sell
115,343
-87,747
-43% -$1.99M 1.83% 17
2020
Q1 		$4.2M Sell
203,090
-29,563
-13% -$739K 3.9% 11
2019
Q4 		$6.37M Buy
+232,653
New +$6.13M 5.02% 8

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

Modus Advisors's SCHE Position: Q1 2026 in Review

Modus Advisors held its Schwab Emerging Markets Equity ETF (SCHE) position steady in Q1 2026 at 16,703 shares worth $550K. The position accounts for 0.15% of the portfolio, ranked #86.

Modus Advisors first reported a position in SCHE in Q4 2019 and has held it in 26 quarters since. The position peaked at $6.37M in Q4 2019. 865 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Modus Advisors held 16,703 shares of Schwab Emerging Markets Equity ETF worth $550K as of Q1 2026.
  • Modus Advisors left its Schwab Emerging Markets Equity ETF share count unchanged in Q1 2026.
  • Schwab Emerging Markets Equity ETF made up 0.15% of Modus Advisors's portfolio in Q1 2026, its #86 holding.
  • Modus Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2019 and has held it in 26 quarters since.
  • Modus Advisors's Schwab Emerging Markets Equity ETF position peaked at $6.37M in Q4 2019.
  • 865 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Modus Advisors's 13F filing for Q1 2026, filed 4 May 2026.