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

Panoramic Investment 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 		$273K Buy
8,276
+459
+6% +$15.7K 0.15% 107
2025
Q4 		$256K Buy
7,817
+162
+2% +$5.4K 0.14% 107
2025
Q3 		$255K Buy
+7,655
New +$241K 0.14% 105
2025
Q1 		– Sell
-7,834
Closed -$209K – 117
2024
Q4 		$209K Sell
7,834
-50
-0.6% -$1.41K 0.14% 113
2024
Q3 		$230K Buy
+7,884
New +$213K 0.16% 107

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

Panoramic Investment Advisors's SCHE Position: Q1 2026 in Review

Panoramic Investment Advisors increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 5.9% in Q1 2026, buying an estimated $15.7K and bringing the position to 8,276 shares worth $273K. The position accounts for 0.15% of the portfolio, ranked #107.

Panoramic Investment Advisors first reported a position in SCHE in Q3 2024 and has held it in 5 quarters since. 865 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Panoramic Investment Advisors held 8,276 shares of Schwab Emerging Markets Equity ETF worth $273K as of Q1 2026.
  • Panoramic Investment Advisors bought 459 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $15.7K.
  • Schwab Emerging Markets Equity ETF made up 0.15% of Panoramic Investment Advisors's portfolio in Q1 2026, its #107 holding.
  • Panoramic Investment Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q3 2024 and has held it in 5 quarters since.
  • 865 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Panoramic Investment Advisors's 13F filing for Q1 2026, filed 7 May 2026.