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Optima Capital’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Optima Capital’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 		– Sell
-65
Closed -$2.13K – 1071
2025
Q4 		$2.13K Buy
+65
New +$2.17K ﹤0.01% 760

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US Bancorp
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Northwestern Mutual Wealth Management
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SageView Advisory Group
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
R
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Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Optima Capital's SCHE Position: Q1 2026 in Review

Optima Capital sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2026, closing a stake of 65 shares — an estimated $2.13K sold.

Optima Capital first reported a position in SCHE in Q4 2025 and held it in 1 quarter. The position peaked at $2.13K in Q4 2025. 870 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Optima Capital reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 65 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $2.13K.
  • Optima Capital first reported a position in Schwab Emerging Markets Equity ETF in Q4 2025 and held it in 1 quarter.
  • Optima Capital's Schwab Emerging Markets Equity ETF position peaked at $2.13K in Q4 2025.
  • 870 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.