RFA
SCHE icon

Rollins Financial Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Rollins Financial 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 		$221K Sell
6,711
-2,798
-29% -$95.5K 0.04% 153
2025
Q4 		$311K Buy
9,509
+903
+10% +$30.1K 0.05% 124
2025
Q3 		$287K Buy
8,606
+1,300
+18% +$41K 0.04% 121
2025
Q2 		$220K Buy
+7,306
New +$207K 0.04% 130
2024
Q1 		– Sell
-10,131
Closed -$251K – 122
2023
Q4 		$251K Buy
+10,131
New +$244K 0.05% 91

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

Rollins Financial Advisors's SCHE Position: Q1 2026 in Review

Rollins Financial Advisors reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 29% in Q1 2026, selling an estimated $95.5K and leaving 6,711 shares worth $221K. The position accounts for 0.04% of the portfolio, ranked #153.

Rollins Financial Advisors first reported a position in SCHE in Q4 2023 and has held it in 5 quarters since. The position peaked at $311K in Q4 2025. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Rollins Financial Advisors held 6,711 shares of Schwab Emerging Markets Equity ETF worth $221K as of Q1 2026.
  • Rollins Financial Advisors sold 2,798 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $95.5K.
  • Schwab Emerging Markets Equity ETF made up 0.04% of Rollins Financial Advisors's portfolio in Q1 2026, its #153 holding.
  • Rollins Financial Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2023 and has held it in 5 quarters since.
  • Rollins Financial Advisors's Schwab Emerging Markets Equity ETF position peaked at $311K in Q4 2025.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Rollins Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.