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Rothschild Investment LLC’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Rothschild Investment LLC’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 		$10.5K Sell
319
-339
-52% -$11.6K ﹤0.01% 1666
2025
Q4 		$21.6K Buy
658
+339
+106% +$11.3K ﹤0.01% 1296
2025
Q3 		$10.6K Hold
319
– – ﹤0.01% 1418
2025
Q2 		$9.62K Hold
319
– – ﹤0.01% 1231
2025
Q1 		$8.79K Hold
319
– – ﹤0.01% 1206
2024
Q4 		$8.49K Sell
319
-144
-31% -$4.07K ﹤0.01% 1183
2024
Q3 		$13.5K Buy
+463
New +$12.5K ﹤0.01% 1092

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

Rothschild Investment LLC's SCHE Position: Q1 2026 in Review

Rothschild Investment LLC reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 52% in Q1 2026, selling an estimated $11.6K and leaving 319 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1666.

Rothschild Investment LLC first reported a position in SCHE in Q3 2024 and has held it in 7 quarters since. The position peaked at $21.6K in Q4 2025. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Rothschild Investment LLC held 319 shares of Schwab Emerging Markets Equity ETF worth $10.5K as of Q1 2026.
  • Rothschild Investment LLC sold 339 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $11.6K.
  • Schwab Emerging Markets Equity ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #1666 holding.
  • Rothschild Investment LLC first reported a position in Schwab Emerging Markets Equity ETF in Q3 2024 and has held it in 7 quarters since.
  • Rothschild Investment LLC's Schwab Emerging Markets Equity ETF position peaked at $21.6K in Q4 2025.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.