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

RKL 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 		$3.96M Sell
120,166
-16,360
-12% -$559K 0.36% 36
2025
Q4 		$4.47M Buy
136,526
+604
+0.4% +$20.1K 0.37% 37
2025
Q3 		$4.54M Sell
135,922
-15,469
-10% -$487K 0.39% 34
2025
Q2 		$4.56M Sell
151,391
-108,235
-42% -$3.06M 0.4% 34
2025
Q1 		$7.16M Sell
259,626
-30,611
-11% -$838K 0.67% 26
2024
Q4 		$7.73M Sell
290,237
-31,548
-10% -$891K 0.69% 26
2024
Q3 		$9.39M Sell
321,785
-19,541
-6% -$529K 0.85% 25
2024
Q2 		$9.07M Sell
341,326
-10,359
-3% -$270K 0.87% 25
2024
Q1 		$8.88M Sell
351,685
-19,870
-5% -$488K 0.88% 27
2023
Q4 		$9.21M Sell
371,555
-2,874
-0.8% -$69.1K 1% 22
2023
Q3 		$8.96M Sell
374,429
-6,817
-2% -$169K 1.1% 21
2023
Q2 		$9.39M Sell
381,246
-4,624
-1% -$113K 1.11% 21
2023
Q1 		$9.46M Sell
385,870
-13,623
-3% -$338K 1.19% 21
2022
Q4 		$9.46M Sell
399,493
-57,942
-13% -$1.35M 1.26% 20
2022
Q3 		$10.2M Sell
457,435
-6,139
-1% -$152K 1.48% 17
2022
Q2 		$11.8M Buy
463,574
+8,383
+2% +$219K 1.61% 15
2022
Q1 		$12.6M Sell
455,191
-4,061
-0.9% -$118K 1.52% 18
2021
Q4 		$13.6M Sell
459,252
-2,073
-0.4% -$63.3K 1.62% 17
2021
Q3 		$14.1M Sell
461,325
-1,396
-0.3% -$43.6K 1.79% 15
2021
Q2 		$15.2M Sell
462,721
-13,668
-3% -$443K 1.92% 15
2021
Q1 		$15.1M Sell
476,389
-15,311
-3% -$499K 2.03% 13
2020
Q4 		$15.1M Sell
491,700
-5,851
-1% -$170K 2.1% 11
2020
Q3 		$13.3M Sell
497,551
-10,897
-2% -$291K 2.12% 13
2020
Q2 		$12.4M Buy
508,448
+25,662
+5% +$583K 2.12% 12
2020
Q1 		$9.99M Buy
482,786
+32,970
+7% +$825K 2.09% 13
2019
Q4 		$12.3M Buy
449,816
+14,283
+3% +$376K 2.21% 11
2019
Q3 		$10.9M Sell
435,533
-19,337
-4% -$492K 2.08% 11
2019
Q2 		$11.9M Buy
454,870
+9,109
+2% +$236K 2.2% 11
2019
Q1 		$11.6M Sell
445,761
-5,642
-1% -$143K 2.27% 10
2018
Q4 		$10.6M Sell
451,403
-20,507
-4% -$497K 2.45% 9
2018
Q3 		$12.1M Buy
471,910
+19,268
+4% +$499K 2.57% 7
2018
Q2 		$11.7M Buy
452,642
+21,242
+5% +$584K 2.64% 7
2018
Q1 		$12.4M Buy
431,400
+36,326
+9% +$1.06M 2.93% 6
2017
Q4 		$11M Buy
395,074
+117,030
+42% +$3.23M 2.72% 7
2017
Q3 		$7.48M Buy
278,044
+64,851
+30% +$1.72M 2.1% 8
2017
Q2 		$5.3M Buy
213,193
+107,763
+102% +$2.65M 1.68% 17
2017
Q1 		$2.53M Buy
105,430
+86,914
+469% +$2.02M 1.02% 34
2016
Q4 		$399K Buy
+18,516
New +$414K 0.19% 68

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

RKL Wealth Management's SCHE Position: Q1 2026 in Review

RKL Wealth Management reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 12% in Q1 2026, selling an estimated $559K and leaving 120,166 shares worth $3.96M. The position accounts for 0.36% of the portfolio, ranked #36.

RKL Wealth Management first reported a position in SCHE in Q4 2016 and has held it in 38 quarters since. The position peaked at $15.2M in Q2 2021. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • RKL Wealth Management held 120,166 shares of Schwab Emerging Markets Equity ETF worth $3.96M as of Q1 2026.
  • RKL Wealth Management sold 16,360 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $559K.
  • Schwab Emerging Markets Equity ETF made up 0.36% of RKL Wealth Management's portfolio in Q1 2026, its #36 holding.
  • RKL Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2016 and has held it in 38 quarters since.
  • RKL Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $15.2M in Q2 2021.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on RKL Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.