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RFG - Bristol Wealth Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

RFG - Bristol 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 		$12.4M Buy
375,633
+44,223
+13% +$1.51M 3.34% 4
2025
Q4 		$10.9M Buy
331,410
+16,932
+5% +$565K 3.02% 4
2025
Q3 		$10.5M Buy
+314,478
New +$9.91M 3.03% 5

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

RFG - Bristol Wealth Advisors's SCHE Position: Q1 2026 in Review

RFG - Bristol Wealth Advisors increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 13% in Q1 2026, buying an estimated $1.51M and bringing the position to 375,633 shares worth $12.4M. The position accounts for 3.34% of the portfolio, ranked #4.

RFG - Bristol Wealth Advisors first reported a position in SCHE in Q3 2025 and has held it in 3 quarters since. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • RFG - Bristol Wealth Advisors held 375,633 shares of Schwab Emerging Markets Equity ETF worth $12.4M as of Q1 2026.
  • RFG - Bristol Wealth Advisors bought 44,223 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $1.51M.
  • Schwab Emerging Markets Equity ETF made up 3.34% of RFG - Bristol Wealth Advisors's portfolio in Q1 2026, its #4 holding.
  • RFG - Bristol Wealth Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q1 2026, filed 5 May 2026.