OneAscent Financial Services’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

OneAscent Financial Services’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	$859K	Buy	26,060 +35	+0.1%	+$1.2K	0.05%	248
2025 Q4	$852K	Sell	26,025 -863	-3%	-$28.8K	0.08%	172
2025 Q3	$897K	Sell	26,888 -250	-0.9%	-$7.88K	0.11%	155
2025 Q2	$818K	Sell	27,138 -28,714	-51%	-$813K	0.06%	217
2025 Q1	$1.54M	Buy	55,852 +26,795	+92%	+$733K	0.1%	145
2024 Q4	$774K	Buy	+29,057	New	+$820K	0.07%	189
2024 Q2	–	Sell	-33,973	Closed	-$858K	–	357
2024 Q1	$858K	Sell	33,973 -3,825	-10%	-$94K	0.09%	134
2023 Q4	$937K	Buy	37,798 +648	+2%	+$15.6K	0.12%	118
2023 Q3	$889K	Buy	+37,150	New	+$920K	0.23%	80

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 $11.5B AUM 18.82% 1-Year Est. Return

OneAscent Financial Services's SCHE Position: Q1 2026 in Review

OneAscent Financial Services increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 0.13% in Q1 2026, buying an estimated $1.2K and bringing the position to 26,060 shares worth $859K. The position accounts for 0.05% of the portfolio, ranked #248.

OneAscent Financial Services first reported a position in SCHE in Q3 2023 and has held it in 9 quarters since. The position peaked at $1.54M in Q1 2025. 865 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

OneAscent Financial Services held 26,060 shares of Schwab Emerging Markets Equity ETF worth $859K as of Q1 2026.
OneAscent Financial Services bought 35 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $1.2K.
Schwab Emerging Markets Equity ETF made up 0.05% of OneAscent Financial Services's portfolio in Q1 2026, its #248 holding.
OneAscent Financial Services first reported a position in Schwab Emerging Markets Equity ETF in Q3 2023 and has held it in 9 quarters since.
OneAscent Financial Services's Schwab Emerging Markets Equity ETF position peaked at $1.54M in Q1 2025.
865 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on OneAscent Financial Services's 13F filing for Q1 2026, filed 21 Apr 2026.