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

&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 		$437K Buy
13,254
+6,882
+108% +$235K ﹤0.01% 1772
2025
Q4 		$223K Buy
+6,372
New +$212K ﹤0.01% 2086

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

&Partners's SCHE Position: Q1 2026 in Review

&Partners increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 108% in Q1 2026, buying an estimated $235K and bringing the position to 13,254 shares worth $437K. The position accounts for ﹤0.01% of the portfolio, ranked #1772.

&Partners first reported a position in SCHE in Q4 2025 and has held it in 2 quarters since. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • &Partners held 13,254 shares of Schwab Emerging Markets Equity ETF worth $437K as of Q1 2026.
  • &Partners bought 6,882 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $235K.
  • Schwab Emerging Markets Equity ETF made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1772 holding.
  • &Partners first reported a position in Schwab Emerging Markets Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

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