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

NewEdge 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 		$2.18M Sell
66,141
-5,529
-8% -$189K 0.01% 1065
2025
Q4 		$2.35M Sell
71,670
-12,355
-15% -$412K 0.01% 988
2025
Q3 		$2.8M Buy
84,025
+16,764
+25% +$528K 0.01% 850
2025
Q2 		$2.03M Buy
67,261
+9,947
+17% +$282K 0.01% 928
2025
Q1 		$1.58M Sell
57,314
-3,289
-5% -$90K 0.01% 963
2024
Q4 		$1.61M Sell
60,603
-3,380
-5% -$95.4K 0.01% 928
2024
Q3 		$1.87M Sell
63,983
-8,246
-11% -$223K 0.01% 823
2024
Q2 		$1.92M Buy
72,229
+28,535
+65% +$744K 0.01% 767
2024
Q1 		$1.1M Buy
43,694
+2,639
+6% +$64.8K 0.01% 959
2023
Q4 		$1M Buy
41,055
+21,652
+112% +$521K 0.01% 930
2023
Q3 		$465K Buy
19,403
+4,142
+27% +$103K 0.01% 1210
2023
Q2 		$376K Buy
15,261
+2,459
+19% +$60.1K ﹤0.01% 1342
2023
Q1 		$310K Sell
12,802
-4,757
-27% -$118K ﹤0.01% 1361
2022
Q4 		$380K Buy
+17,559
New +$409K 0.01% 900

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

NewEdge Advisors's SCHE Position: Q1 2026 in Review

NewEdge Advisors reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 7.7% in Q1 2026, selling an estimated $189K and leaving 66,141 shares worth $2.18M. The position accounts for 0.01% of the portfolio, ranked #1065.

NewEdge Advisors first reported a position in SCHE in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.8M in Q3 2025. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • NewEdge Advisors held 66,141 shares of Schwab Emerging Markets Equity ETF worth $2.18M as of Q1 2026.
  • NewEdge Advisors sold 5,529 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $189K.
  • Schwab Emerging Markets Equity ETF made up 0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1065 holding.
  • NewEdge Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2022 and has held it in 14 quarters since.
  • NewEdge Advisors's Schwab Emerging Markets Equity ETF position peaked at $2.8M in Q3 2025.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.