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

Rossby Financial’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 		$158K Sell
4,793
-153
-3% -$5.22K 0.03% 430
2025
Q4 		$162K Buy
4,946
+1,740
+54% +$58K 0.05% 314
2025
Q3 		$108K Sell
3,206
-143
-4% -$4.5K 0.04% 382
2025
Q2 		$101K Sell
3,349
-30
-0.9% -$849 0.04% 361
2025
Q1 		$92.7K Buy
+3,379
New +$92.5K 0.04% 356

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

Rossby Financial's SCHE Position: Q1 2026 in Review

Rossby Financial reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 3.1% in Q1 2026, selling an estimated $5.22K and leaving 4,793 shares worth $158K. The position accounts for 0.03% of the portfolio, ranked #430.

Rossby Financial first reported a position in SCHE in Q1 2025 and has held it in 5 quarters since. The position peaked at $162K in Q4 2025. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Rossby Financial held 4,793 shares of Schwab Emerging Markets Equity ETF worth $158K as of Q1 2026.
  • Rossby Financial sold 153 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $5.22K.
  • Schwab Emerging Markets Equity ETF made up 0.03% of Rossby Financial's portfolio in Q1 2026, its #430 holding.
  • Rossby Financial first reported a position in Schwab Emerging Markets Equity ETF in Q1 2025 and has held it in 5 quarters since.
  • Rossby Financial's Schwab Emerging Markets Equity ETF position peaked at $162K in Q4 2025.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.