PCM
SCHE icon

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

Passive Capital 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 		$1.71M Sell
51,938
-419
-0.8% -$14.3K 0.51% 29
2025
Q4 		$1.71M Buy
52,357
+2,101
+4% +$70.1K 0.54% 28
2025
Q3 		$1.68M Sell
50,256
-4,330
-8% -$136K 0.55% 28
2025
Q2 		$1.65M Sell
54,586
-544
-1% -$15.4K 0.51% 27
2025
Q1 		$1.52M Buy
55,130
+620
+1% +$17K 0.48% 29
2024
Q4 		$1.45M Buy
54,510
+472
+0.9% +$13.3K 0.51% 25
2024
Q3 		$1.58M Sell
54,038
-58
-0.1% -$1.57K 0.55% 24
2024
Q2 		$1.44M Buy
54,096
+96
+0.2% +$2.5K 0.53% 24
2024
Q1 		$1.36M Buy
54,000
+1,417
+3% +$34.8K 0.53% 25
2023
Q4 		$1.3M Sell
52,583
-18
-0% -$433 0.53% 24
2023
Q3 		$1.26M Sell
52,601
-7,857
-13% -$195K 0.56% 23
2023
Q2 		$1.49M Buy
60,458
+1,328
+2% +$32.5K 0.63% 22
2023
Q1 		$1.45M Sell
59,130
-2,097
-3% -$52K 0.63% 21
2022
Q4 		$1.45M Buy
61,227
+5,595
+10% +$130K 0.66% 21
2022
Q3 		$1.25M Buy
55,632
+2,926
+6% +$72.3K 0.66% 21
2022
Q2 		$1.34M Buy
52,706
+2,111
+4% +$55.2K 0.68% 20
2022
Q1 		$1.41M Buy
50,595
+11,203
+28% +$324K 0.75% 20
2021
Q4 		$1.17M Buy
+39,392
New +$1.2M 0.66% 19

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

Passive Capital Management's SCHE Position: Q1 2026 in Review

Passive Capital Management reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 0.8% in Q1 2026, selling an estimated $14.3K and leaving 51,938 shares worth $1.71M. The position accounts for 0.51% of the portfolio, ranked #29.

Passive Capital Management first reported a position in SCHE in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.71M in Q4 2025. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Passive Capital Management held 51,938 shares of Schwab Emerging Markets Equity ETF worth $1.71M as of Q1 2026.
  • Passive Capital Management sold 419 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $14.3K.
  • Schwab Emerging Markets Equity ETF made up 0.51% of Passive Capital Management's portfolio in Q1 2026, its #29 holding.
  • Passive Capital Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2021 and has held it in 18 quarters since.
  • Passive Capital Management's Schwab Emerging Markets Equity ETF position peaked at $1.71M in Q4 2025.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Passive Capital Management's 13F filing for Q1 2026, filed 14 May 2026.