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Paragon Private Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Paragon Private Wealth Management’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 		$353K Sell
10,704
-458
-4% -$15.6K 0.11% 174
2025
Q4 		$366K Sell
11,162
-2,511
-18% -$83.7K 0.11% 162
2025
Q3 		$456K Buy
13,673
+1,867
+16% +$58.8K 0.15% 147
2025
Q2 		$356K Buy
11,806
+2,552
+28% +$72.3K 0.14% 152
2025
Q1 		$255K Buy
+9,254
New +$253K 0.12% 160

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

Paragon Private Wealth Management's SCHE Position: Q1 2026 in Review

Paragon Private Wealth Management reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 4.1% in Q1 2026, selling an estimated $15.6K and leaving 10,704 shares worth $353K. The position accounts for 0.11% of the portfolio, ranked #174.

Paragon Private Wealth Management first reported a position in SCHE in Q1 2025 and has held it in 5 quarters since. The position peaked at $456K in Q3 2025. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Paragon Private Wealth Management held 10,704 shares of Schwab Emerging Markets Equity ETF worth $353K as of Q1 2026.
  • Paragon Private Wealth Management sold 458 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $15.6K.
  • Schwab Emerging Markets Equity ETF made up 0.11% of Paragon Private Wealth Management's portfolio in Q1 2026, its #174 holding.
  • Paragon Private Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q1 2025 and has held it in 5 quarters since.
  • Paragon Private Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $456K in Q3 2025.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Paragon Private Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.