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NorthRock Partners’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

NorthRock Partners’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 		$537K Sell
16,285
-2,212
-12% -$75.5K 0.01% 401
2025
Q4 		$606K Buy
+18,497
New +$617K 0.01% 335
2025
Q3 		– Sell
-6,795
Closed -$205K – 907
2025
Q2 		$205K Sell
6,795
-400
-6% -$11.3K 0.01% 645
2025
Q1 		$198K Buy
7,195
+24
+0.3% +$657 0.01% 572
2024
Q4 		$191K Sell
7,171
-2,586
-27% -$73K 0.01% 572
2024
Q3 		$285K Buy
9,757
+1,607
+20% +$43.5K 0.01% 513
2024
Q2 		$217K Sell
8,150
-682
-8% -$17.8K 0.01% 556
2024
Q1 		$223K Sell
8,832
-64
-0.7% -$1.57K 0.01% 559
2023
Q4 		$221K Buy
+8,896
New +$214K 0.01% 522

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

NorthRock Partners's SCHE Position: Q1 2026 in Review

NorthRock Partners reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 12% in Q1 2026, selling an estimated $75.5K and leaving 16,285 shares worth $537K. The position accounts for 0.01% of the portfolio, ranked #401.

NorthRock Partners first reported a position in SCHE in Q4 2023 and has held it in 9 quarters since. The position peaked at $606K in Q4 2025. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • NorthRock Partners held 16,285 shares of Schwab Emerging Markets Equity ETF worth $537K as of Q1 2026.
  • NorthRock Partners sold 2,212 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $75.5K.
  • Schwab Emerging Markets Equity ETF made up 0.01% of NorthRock Partners's portfolio in Q1 2026, its #401 holding.
  • NorthRock Partners first reported a position in Schwab Emerging Markets Equity ETF in Q4 2023 and has held it in 9 quarters since.
  • NorthRock Partners's Schwab Emerging Markets Equity ETF position peaked at $606K in Q4 2025.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.