Pin Oak Investment Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Pin Oak Investment 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	$35K	Hold	1,054	–	–	0.02%	243
2025 Q4	$37K	Hold	1,054	–	–	0.03%	244
2025 Q3	$35.2K	Sell	1,054 -16	-1%	-$504	0.03%	240
2025 Q2	$29K	Buy	+1,070	New	+$30.3K	0.02%	241
2022 Q3	–	Sell	-29	Closed	-$1K	–	415
2022 Q2	$1K	Hold	29	–	–	﹤0.01%	397
2022 Q1	$1K	Hold	29	–	–	﹤0.01%	412
2021 Q4	$1K	Hold	29	–	–	﹤0.01%	415
2021 Q3	$1K	Hold	29	–	–	﹤0.01%	396
2021 Q2	$1K	Hold	29	–	–	﹤0.01%	396
2021 Q1	$1K	Hold	29	–	–	﹤0.01%	399
2020 Q4	$1K	Hold	29	–	–	﹤0.01%	414
2020 Q3	$1K	Buy	+29	New	+$775	﹤0.01%	387

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

Pin Oak Investment Advisors's SCHE Position: Q1 2026 in Review

Pin Oak Investment Advisors held its Schwab Emerging Markets Equity ETF (SCHE) position steady in Q1 2026 at 1,054 shares worth $35K. The position accounts for 0.02% of the portfolio, ranked #243.

Pin Oak Investment Advisors first reported a position in SCHE in Q3 2020 and has held it in 12 quarters since. The position peaked at $37K in Q4 2025. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

Pin Oak Investment Advisors held 1,054 shares of Schwab Emerging Markets Equity ETF worth $35K as of Q1 2026.
Pin Oak Investment Advisors left its Schwab Emerging Markets Equity ETF share count unchanged in Q1 2026.
Schwab Emerging Markets Equity ETF made up 0.02% of Pin Oak Investment Advisors's portfolio in Q1 2026, its #243 holding.
Pin Oak Investment Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q3 2020 and has held it in 12 quarters since.
Pin Oak Investment Advisors's Schwab Emerging Markets Equity ETF position peaked at $37K in Q4 2025.
864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.