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Peterson Wealth Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Peterson Wealth 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 		$221K Buy
6,694
+9
+0.1% +$307 0.03% 104
2025
Q4 		$219K Sell
6,685
-3,139
-32% -$105K 0.03% 102
2025
Q3 		$331K Buy
9,824
+29
+0.3% +$914 0.05% 85
2025
Q2 		$295K Buy
9,795
+351
+4% +$9.94K 0.05% 80
2025
Q1 		$233K Buy
+9,444
New +$258K 0.05% 82
2024
Q4 		– Sell
-7,083
Closed -$207K – 88
2024
Q3 		$207K Buy
+7,083
New +$192K 0.04% 81
2022
Q1 		– Sell
-7,113
Closed -$211K – 60
2021
Q4 		$211K Sell
7,113
-171
-2% -$5.22K 0.06% 57
2021
Q3 		$222K Buy
7,284
+1,096
+18% +$34.2K 0.07% 52
2021
Q2 		$203K Buy
+6,188
New +$201K 0.07% 53

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

Peterson Wealth Advisors's SCHE Position: Q1 2026 in Review

Peterson Wealth Advisors increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 0.13% in Q1 2026, buying an estimated $307 and bringing the position to 6,694 shares worth $221K. The position accounts for 0.03% of the portfolio, ranked #104.

Peterson Wealth Advisors first reported a position in SCHE in Q2 2021 and has held it in 9 quarters since. The position peaked at $331K in Q3 2025. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Peterson Wealth Advisors held 6,694 shares of Schwab Emerging Markets Equity ETF worth $221K as of Q1 2026.
  • Peterson Wealth Advisors bought 9 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $307.
  • Schwab Emerging Markets Equity ETF made up 0.03% of Peterson Wealth Advisors's portfolio in Q1 2026, its #104 holding.
  • Peterson Wealth Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q2 2021 and has held it in 9 quarters since.
  • Peterson Wealth Advisors's Schwab Emerging Markets Equity ETF position peaked at $331K in Q3 2025.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Peterson Wealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.