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

Seneca 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 		$9.48M Sell
287,716
-10,428
-3% -$356K 2.78% 13
2025
Q4 		$9.76M Buy
298,144
+5,205
+2% +$174K 2.97% 13
2025
Q3 		$9.78M Sell
292,939
-7,048
-2% -$222K 3.19% 13
2025
Q2 		$9.04M Sell
299,987
-1,818
-0.6% -$51.5K 3.48% 12
2025
Q1 		$8.32M Buy
301,805
+5,951
+2% +$163K 4.03% 10
2024
Q4 		$7.88M Buy
295,854
+11,734
+4% +$331K 3.91% 10
2024
Q3 		$8.29M Buy
284,120
+156
+0.1% +$4.22K 4.03% 10
2024
Q2 		$7.54M Sell
283,964
-1,137
-0.4% -$29.6K 3.91% 10
2024
Q1 		$7.2M Sell
285,101
-9,630
-3% -$237K 3.84% 9
2023
Q4 		$7.31M Buy
294,731
+32,247
+12% +$775K 4.24% 8
2023
Q3 		$6.28M Sell
262,484
-385
-0.1% -$9.54K 4.3% 8
2023
Q2 		$6.47M Buy
262,869
+5,720
+2% +$140K 4.3% 8
2023
Q1 		$6.31M Sell
257,149
-69,758
-21% -$1.73M 4.05% 9
2022
Q4 		$7.74M Buy
326,907
+140,079
+75% +$3.26M 4.9% 8
2022
Q3 		$4.18M Sell
186,828
-60,586
-24% -$1.5M 2.99% 10
2022
Q2 		$6.28M Sell
247,414
-49,255
-17% -$1.29M 4.22% 7
2022
Q1 		$8.24M Buy
296,669
+40,467
+16% +$1.17M 5% 7
2021
Q4 		$7.59M Buy
256,202
+25,321
+11% +$774K 4.49% 7
2021
Q3 		$7.04M Buy
230,881
+24,554
+12% +$767K 4.66% 7
2021
Q2 		$6.78M Buy
206,327
+20,008
+11% +$649K 4.44% 8
2021
Q1 		$5.92M Sell
186,319
-2,685
-1% -$87.4K 4.17% 9
2020
Q4 		$5.79M Buy
+189,004
New +$5.48M 4.4% 8

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

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

Seneca Financial Advisors reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 3.5% in Q1 2026, selling an estimated $356K and leaving 287,716 shares worth $9.48M. The position accounts for 2.78% of the portfolio, ranked #13.

Seneca Financial Advisors first reported a position in SCHE in Q4 2020 and has held it in 22 quarters since. The position peaked at $9.78M in Q3 2025. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Seneca Financial Advisors held 287,716 shares of Schwab Emerging Markets Equity ETF worth $9.48M as of Q1 2026.
  • Seneca Financial Advisors sold 10,428 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $356K.
  • Schwab Emerging Markets Equity ETF made up 2.78% of Seneca Financial Advisors's portfolio in Q1 2026, its #13 holding.
  • Seneca Financial Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2020 and has held it in 22 quarters since.
  • Seneca Financial Advisors's Schwab Emerging Markets Equity ETF position peaked at $9.78M in Q3 2025.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Seneca Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.