PWM
SCHE icon

Power Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Power Wealth 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 		$6.3M Buy
191,274
+5,999
+3% +$205K 2.35% 12
2025
Q4 		$6.07M Buy
185,275
+597
+0.3% +$19.9K 2.14% 12
2025
Q3 		$6.16M Buy
184,678
+4,853
+3% +$153K 2.24% 12
2025
Q2 		$5.42M Buy
179,825
+3,741
+2% +$106K 2.08% 11
2025
Q1 		$4.85M Buy
176,084
+23,290
+15% +$637K 1.96% 11
2024
Q4 		$4.07M Buy
152,794
+16,560
+12% +$468K 1.7% 13
2024
Q3 		$3.98M Buy
136,234
+12,422
+10% +$336K 1.7% 14
2024
Q2 		$3.29M Buy
123,812
+87,748
+243% +$2.29M 1.57% 16
2024
Q1 		$911K Buy
36,064
+17,415
+93% +$428K 0.57% 37
2023
Q4 		$462K Buy
+18,649
New +$448K 0.34% 61

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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 $1.72B AUM 13.51% 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