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SHP Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

SHP Wealth Management’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 		$348K Sell
10,572
-5,772
-35% -$197K 0.03% 190
2025
Q4 		$535K Buy
+16,344
New +$545K 0.04% 141

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 $103B AUM 28.65% 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
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 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

SHP Wealth Management's SCHE Position: Q1 2026 in Review

SHP Wealth Management reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 35% in Q1 2026, selling an estimated $197K and leaving 10,572 shares worth $348K. The position accounts for 0.03% of the portfolio, ranked #190.

SHP Wealth Management first reported a position in SCHE in Q4 2025 and has held it in 2 quarters since. The position peaked at $535K in Q4 2025. 867 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • SHP Wealth Management held 10,572 shares of Schwab Emerging Markets Equity ETF worth $348K as of Q1 2026.
  • SHP Wealth Management sold 5,772 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $197K.
  • Schwab Emerging Markets Equity ETF made up 0.03% of SHP Wealth Management's portfolio in Q1 2026, its #190 holding.
  • SHP Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $535K in Q4 2025.
  • 867 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.