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Savvy Advisors Inc’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Savvy Advisors Inc’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 		$1.18M Buy
35,729
+1,331
+4% +$45.4K 0.03% 395
2025
Q4 		$1.13M Buy
34,398
+3,804
+12% +$127K 0.04% 343
2025
Q3 		$1.02M Buy
30,594
+4,254
+16% +$134K 0.05% 264
2025
Q2 		$794K Buy
26,340
+5,511
+26% +$156K 0.05% 259
2025
Q1 		$574K Buy
20,829
+1,019
+5% +$27.9K 0.06% 266
2024
Q4 		$528K Buy
19,810
+3,293
+20% +$93K 0.06% 237
2024
Q3 		$482K Sell
16,517
-602
-4% -$16.3K 0.1% 185
2024
Q2 		$455K Buy
17,119
+1,862
+12% +$48.5K 0.15% 156
2024
Q1 		$385K Buy
15,257
+3,070
+25% +$75.4K 0.22% 123
2023
Q4 		$302K Buy
+12,187
New +$293K 0.29% 109

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

Savvy Advisors Inc's SCHE Position: Q1 2026 in Review

Savvy Advisors Inc increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 3.9% in Q1 2026, buying an estimated $45.4K and bringing the position to 35,729 shares worth $1.18M. The position accounts for 0.03% of the portfolio, ranked #395.

Savvy Advisors Inc first reported a position in SCHE in Q4 2023 and has held it in 10 quarters since. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Savvy Advisors Inc held 35,729 shares of Schwab Emerging Markets Equity ETF worth $1.18M as of Q1 2026.
  • Savvy Advisors Inc bought 1,331 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $45.4K.
  • Schwab Emerging Markets Equity ETF made up 0.03% of Savvy Advisors Inc's portfolio in Q1 2026, its #395 holding.
  • Savvy Advisors Inc first reported a position in Schwab Emerging Markets Equity ETF in Q4 2023 and has held it in 10 quarters since.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.