NRI
SCHE icon

NFP Retirement Inc’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

NFP Retirement Inc’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 		$443K Sell
13,446
-1,284
-9% -$43.8K 0.03% 211
2025
Q4 		$482K Sell
14,730
-481
-3% -$16K 0.03% 201
2025
Q3 		$508K Sell
15,211
-7,067
-32% -$223K 0.03% 200
2025
Q2 		$671K Sell
22,278
-12,788
-36% -$362K 0.04% 167
2025
Q1 		$967K Sell
35,066
-2,222
-6% -$60.8K 0.08% 121
2024
Q4 		$993K Sell
37,288
-423
-1% -$11.9K 0.08% 120
2024
Q3 		$1.1M Sell
37,711
-7,551
-17% -$204K 0.09% 116
2024
Q2 		$1.2M Sell
45,262
-9,859
-18% -$257K 0.1% 104
2024
Q1 		$1.39M Sell
55,121
-18,171
-25% -$447K 0.12% 100
2023
Q4 		$1.82M Sell
73,292
-9,214
-11% -$222K 0.31% 67
2023
Q3 		$1.98M Buy
82,506
+237
+0.3% +$5.87K 0.38% 61
2023
Q2 		$2.03M Sell
82,269
-10,969
-12% -$268K 0.38% 60
2023
Q1 		$2.29M Sell
93,238
-9,316
-9% -$231K 0.46% 56
2022
Q4 		$2.43M Sell
102,554
-125,164
-55% -$2.91M 0.53% 50
2022
Q3 		$5.1M Sell
227,718
-29,850
-12% -$738K 1.26% 22
2022
Q2 		$6.54M Buy
257,568
+16,910
+7% +$442K 1.66% 11
2022
Q1 		$6.68M Buy
240,658
+2,926
+1% +$84.7K 1.58% 13
2021
Q4 		$7.04M Buy
237,732
+16,904
+8% +$516K 2.52% 9
2021
Q3 		$6.73M Buy
220,828
+3,582
+2% +$112K 2.74% 7
2021
Q2 		$7.14M Buy
217,246
+43,850
+25% +$1.42M 2.76% 7
2021
Q1 		$5.51M Buy
173,396
+79,651
+85% +$2.59M 2.39% 12
2020
Q4 		$2.87M Buy
93,745
+23,992
+34% +$696K 1.78% 10
2020
Q3 		$1.87M Buy
69,753
+32,675
+88% +$873K 1.23% 23
2020
Q2 		$903K Hold
37,078
– – 0.66% 41
2020
Q1 		$767K Buy
37,078
+1,143
+3% +$28.6K 0.75% 34
2019
Q4 		$983K Buy
+35,935
New +$947K 0.91% 34

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

NFP Retirement Inc's SCHE Position: Q1 2026 in Review

NFP Retirement Inc reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 8.7% in Q1 2026, selling an estimated $43.8K and leaving 13,446 shares worth $443K. The position accounts for 0.03% of the portfolio, ranked #211.

NFP Retirement Inc first reported a position in SCHE in Q4 2019 and has held it in 26 quarters since. The position peaked at $7.14M in Q2 2021. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • NFP Retirement Inc held 13,446 shares of Schwab Emerging Markets Equity ETF worth $443K as of Q1 2026.
  • NFP Retirement Inc sold 1,284 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $43.8K.
  • Schwab Emerging Markets Equity ETF made up 0.03% of NFP Retirement Inc's portfolio in Q1 2026, its #211 holding.
  • NFP Retirement Inc first reported a position in Schwab Emerging Markets Equity ETF in Q4 2019 and has held it in 26 quarters since.
  • NFP Retirement Inc's Schwab Emerging Markets Equity ETF position peaked at $7.14M in Q2 2021.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.