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

MorganRosel 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	$6.01M	Sell	182,533 -117,388	-39%	-$4.01M	2.37%	10
2025 Q4	$9.82M	Buy	299,921 +2,826	+1%	+$94.2K	2.46%	9
2025 Q3	$9.91M	Sell	297,095 -20,896	-7%	-$658K	2.57%	6
2025 Q2	$9.58M	Buy	317,991 +2,030	+0.6%	+$57.5K	2.61%	6
2025 Q1	$8.71M	Sell	315,961 -5,432	-2%	-$149K	2.64%	6
2024 Q4	$8.56M	Buy	321,393 +1,734	+0.5%	+$49K	2.81%	6
2024 Q3	$9.33M	Buy	319,659 +365	+0.1%	+$9.88K	3.08%	4
2024 Q2	$8.48M	Buy	319,294 +8,218	+3%	+$214K	2.99%	4
2024 Q1	$7.85M	Buy	311,076 +26,746	+9%	+$657K	2.8%	6
2023 Q4	$7.05M	Sell	284,330 -11,580	-4%	-$278K	2.73%	8
2023 Q3	$7.08M	Buy	295,910 +10,312	+4%	+$255K	2.96%	5
2023 Q2	$7.03M	Buy	285,598 +10,550	+4%	+$258K	2.87%	7
2023 Q1	$6.74M	Sell	275,048 -3,913	-1%	-$97K	2.88%	8
2022 Q4	$6.6M	Sell	278,961 -23,316	-8%	-$543K	3.04%	8
2022 Q3	$6.77M	Buy	302,277 +71,022	+31%	+$1.76M	3.4%	7
2022 Q2	$5.87M	Sell	231,255 -1,532	-0.7%	-$40K	3.14%	8
2022 Q1	$6.46M	Buy	232,787 +55,047	+31%	+$1.59M	3.13%	7
2021 Q4	$5.26M	Buy	177,740 +15,589	+10%	+$476K	2.56%	13
2021 Q3	$4.94M	Buy	162,151 +18,577	+13%	+$580K	2.7%	12
2021 Q2	$4.72M	Buy	143,574 +19,300	+16%	+$626K	2.65%	13
2021 Q1	$3.95M	Buy	124,274 +21,042	+20%	+$685K	2.49%	12
2020 Q4	$3.16M	Buy	103,232 +7,685	+8%	+$223K	2.23%	12
2020 Q3	$2.56M	Buy	95,547 +10,177	+12%	+$272K	2.06%	14
2020 Q2	$2.08M	Buy	85,370 +22,586	+36%	+$513K	1.92%	14
2020 Q1	$1.3M	Buy	62,784 +6,189	+11%	+$155K	1.48%	14
2019 Q4	$1.55M	Buy	56,595 +2,900	+5%	+$76.4K	1.18%	17
2019 Q3	$1.35M	Sell	53,695 -56,132	-51%	-$1.43M	1.11%	17
2019 Q2	$2.88M	Buy	109,827 +4,710	+4%	+$122K	2.37%	13
2019 Q1	$2.73M	Buy	105,117 +82,487	+365%	+$2.09M	2.32%	13
2018 Q4	$532K	Buy	+22,630	New	+$548K	0.55%	46

Other funds holding SCHE

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

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

MorganRosel Wealth Management reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 39% in Q1 2026, selling an estimated $4.01M and leaving 182,533 shares worth $6.01M. The position accounts for 2.37% of the portfolio, ranked #10.

MorganRosel Wealth Management first reported a position in SCHE in Q4 2018 and has held it in 30 quarters since. The position peaked at $9.91M in Q3 2025. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

MorganRosel Wealth Management held 182,533 shares of Schwab Emerging Markets Equity ETF worth $6.01M as of Q1 2026.
MorganRosel Wealth Management sold 117,388 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $4.01M.
Schwab Emerging Markets Equity ETF made up 2.37% of MorganRosel Wealth Management's portfolio in Q1 2026, its #10 holding.
MorganRosel Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2018 and has held it in 30 quarters since.
MorganRosel Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $9.91M in Q3 2025.
864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on MorganRosel Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.