SWA
SCHE icon

SFMG Wealth Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

SFMG Wealth 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 		$523K Hold
15,858
– – 0.04% 185
2025
Q4 		$519K Buy
15,858
+11
+0.1% +$367 0.03% 182
2025
Q3 		$529K Buy
+15,847
New +$499K 0.04% 167

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

SFMG Wealth Advisors's SCHE Position: Q1 2026 in Review

SFMG Wealth Advisors held its Schwab Emerging Markets Equity ETF (SCHE) position steady in Q1 2026 at 15,858 shares worth $523K. The position accounts for 0.04% of the portfolio, ranked #185.

SFMG Wealth Advisors first reported a position in SCHE in Q3 2025 and has held it in 3 quarters since. The position peaked at $529K in Q3 2025. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • SFMG Wealth Advisors held 15,858 shares of Schwab Emerging Markets Equity ETF worth $523K as of Q1 2026.
  • SFMG Wealth Advisors left its Schwab Emerging Markets Equity ETF share count unchanged in Q1 2026.
  • Schwab Emerging Markets Equity ETF made up 0.04% of SFMG Wealth Advisors's portfolio in Q1 2026, its #185 holding.
  • SFMG Wealth Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • SFMG Wealth Advisors's Schwab Emerging Markets Equity ETF position peaked at $529K in Q3 2025.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.