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Rockbridge Investment Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Rockbridge Investment 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 		$5.16M Sell
156,494
-3,764
-2% -$129K 0.46% 27
2025
Q4 		$5.25M Sell
160,258
-13,874
-8% -$463K 0.49% 26
2025
Q3 		$5.81M Sell
174,132
-4,456
-2% -$140K 0.57% 25
2025
Q2 		$5.38M Sell
178,588
-3,284
-2% -$93K 0.58% 25
2025
Q1 		$5.01M Sell
181,872
-9,866
-5% -$270K 0.59% 24
2024
Q4 		$5.11M Sell
191,738
-7,423
-4% -$210K 0.65% 24
2024
Q3 		$5.81M Sell
199,161
-26,796
-12% -$725K 0.75% 23
2024
Q2 		$6M Sell
225,957
-2,530
-1% -$65.9K 0.85% 22
2024
Q1 		$5.77M Sell
228,487
-1,706
-0.7% -$41.9K 0.85% 20
2023
Q4 		$5.71M Sell
230,193
-4,551
-2% -$109K 0.87% 21
2023
Q3 		$5.62M Sell
234,744
-5,436
-2% -$135K 0.99% 21
2023
Q2 		$5.92M Sell
240,180
-6,805
-3% -$166K 1.04% 20
2023
Q1 		$6.06M Sell
246,985
-3,494
-1% -$86.6K 1.12% 20
2022
Q4 		$5.93M Buy
250,479
+24,616
+11% +$573K 1.2% 18
2022
Q3 		$5.06M Sell
225,863
-5,998
-3% -$148K 1.19% 19
2022
Q2 		$5.88M Sell
231,861
-96,627
-29% -$2.52M 1.28% 17
2022
Q1 		$9.31M Buy
328,488
+1,846
+0.6% +$53.4K 1.43% 19
2021
Q4 		$9.68M Buy
326,642
+20,043
+7% +$612K 1.42% 19
2021
Q3 		$9.35M Buy
306,599
+891
+0.3% +$27.8K 1.54% 20
2021
Q2 		$10.1M Buy
305,708
+7,851
+3% +$255K 1.7% 18
2021
Q1 		$9.47M Sell
297,857
-8,661
-3% -$282K 1.79% 16
2020
Q4 		$9.39M Sell
306,518
-8,781
-3% -$255K 1.92% 14
2020
Q3 		$8.44M Sell
315,299
-20,735
-6% -$554K 2% 14
2020
Q2 		$8.18M Buy
+336,034
New +$7.64M 2.12% 14

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

Rockbridge Investment Management's SCHE Position: Q1 2026 in Review

Rockbridge Investment Management reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 2.3% in Q1 2026, selling an estimated $129K and leaving 156,494 shares worth $5.16M. The position accounts for 0.46% of the portfolio, ranked #27.

Rockbridge Investment Management first reported a position in SCHE in Q2 2020 and has held it in 24 quarters since. The position peaked at $10.1M in Q2 2021. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Rockbridge Investment Management held 156,494 shares of Schwab Emerging Markets Equity ETF worth $5.16M as of Q1 2026.
  • Rockbridge Investment Management sold 3,764 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $129K.
  • Schwab Emerging Markets Equity ETF made up 0.46% of Rockbridge Investment Management's portfolio in Q1 2026, its #27 holding.
  • Rockbridge Investment Management first reported a position in Schwab Emerging Markets Equity ETF in Q2 2020 and has held it in 24 quarters since.
  • Rockbridge Investment Management's Schwab Emerging Markets Equity ETF position peaked at $10.1M in Q2 2021.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Rockbridge Investment Management's 13F filing for Q1 2026, filed 14 May 2026.