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

Per Stirling 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	$898K	Sell	27,256 -302	-1%	-$10.3K	0.1%	141
2025 Q4	$903K	Buy	27,558 +16	+0.1%	+$534	0.1%	131
2025 Q3	$919K	Buy	27,542 +1,478	+6%	+$46.6K	0.11%	126
2025 Q2	$786K	Buy	26,064 +50	+0.2%	+$1.42K	0.1%	126
2025 Q1	$717K	Sell	26,014 -228	-0.9%	-$6.24K	0.1%	134
2024 Q4	$699K	Buy	26,242 +596	+2%	+$16.8K	0.1%	131
2024 Q3	$748K	Buy	25,646 +390	+2%	+$10.6K	0.1%	137
2024 Q2	$671K	Buy	25,256 +7,525	+42%	+$196K	0.11%	128
2024 Q1	$448K	Buy	17,731 +8,530	+93%	+$210K	0.07%	154
2023 Q4	$228K	Buy	+9,201	New	+$221K	0.04%	191
2023 Q3	–	Sell	-8,281	Closed	-$204K	–	205
2023 Q2	$204K	Buy	8,281 +99	+1%	+$2.42K	0.04%	192
2023 Q1	$201K	Buy	+8,182	New	+$203K	0.04%	176

Other funds holding SCHE

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Per Stirling Capital Management's SCHE Position: Q1 2026 in Review

Per Stirling Capital Management reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 1.1% in Q1 2026, selling an estimated $10.3K and leaving 27,256 shares worth $898K. The position accounts for 0.1% of the portfolio, ranked #141.

Per Stirling Capital Management first reported a position in SCHE in Q1 2023 and has held it in 12 quarters since. The position peaked at $919K in Q3 2025. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

Per Stirling Capital Management held 27,256 shares of Schwab Emerging Markets Equity ETF worth $898K as of Q1 2026.
Per Stirling Capital Management sold 302 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $10.3K.
Schwab Emerging Markets Equity ETF made up 0.1% of Per Stirling Capital Management's portfolio in Q1 2026, its #141 holding.
Per Stirling Capital Management first reported a position in Schwab Emerging Markets Equity ETF in Q1 2023 and has held it in 12 quarters since.
Per Stirling Capital Management's Schwab Emerging Markets Equity ETF position peaked at $919K in Q3 2025.
864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Per Stirling Capital Management's 13F filing for Q1 2026, filed 12 May 2026.