Sigma Planning Corp’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $791K | Sell |
23,995
-1,403
| -6% | -$47.9K | 0.02% | 662 |
|
|
2025
Q4 | $832K | Sell |
25,398
-238
| -0.9% | -$7.94K | 0.02% | 608 |
|
|
2025
Q3 | $855K | Sell |
25,636
-315
| -1% | -$9.92K | 0.02% | 589 |
|
|
2025
Q2 | $782K | Buy |
25,951
+124
| +0.5% | +$3.51K | 0.02% | 589 |
|
|
2025
Q1 | $712K | Buy |
25,827
+472
| +2% | +$12.9K | 0.02% | 602 |
|
|
2024
Q4 | $675K | Sell |
25,355
-1,922
| -7% | -$54.3K | 0.02% | 620 |
|
|
2024
Q3 | $796K | Buy |
27,277
+319
| +1% | +$8.63K | 0.02% | 571 |
|
|
2024
Q2 | $716K | Sell |
26,958
-1,938
| -7% | -$50.5K | 0.02% | 585 |
|
|
2024
Q1 | $730K | Buy |
+28,896
| New | +$710K | 0.02% | 613 |
|
|
2023
Q4 | – | Sell |
-28,721
| Closed | -$688K | – | 1117 |
|
|
2023
Q3 | $688K | Sell |
28,721
-65
| -0.2% | -$1.61K | 0.03% | 589 |
|
|
2023
Q2 | $709K | Buy |
28,786
+586
| +2% | +$14.3K | 0.03% | 596 |
|
|
2023
Q1 | $691K | Sell |
28,200
-22
| -0.1% | -$545 | 0.02% | 670 |
|
|
2022
Q4 | $668K | Sell |
28,222
-1,264
| -4% | -$29.4K | 0.02% | 648 |
|
|
2022
Q3 | $660K | Sell |
29,486
-213
| -0.7% | -$5.26K | 0.03% | 621 |
|
|
2022
Q2 | $754K | Buy |
29,699
+4,629
| +18% | +$121K | 0.03% | 586 |
|
|
2022
Q1 | $696K | Sell |
25,070
-5,122
| -17% | -$148K | 0.02% | 692 |
|
|
2021
Q4 | $894K | Buy |
30,192
+4,555
| +18% | +$139K | 0.02% | 596 |
|
|
2021
Q3 | $781K | Sell |
25,637
-194
| -0.8% | -$6.06K | 0.02% | 636 |
|
|
2021
Q2 | $849K | Sell |
25,831
-103
| -0.4% | -$3.34K | 0.03% | 615 |
|
|
2021
Q1 | $824K | Buy |
25,934
+1,049
| +4% | +$34.2K | 0.03% | 577 |
|
|
2020
Q4 | $763K | Buy |
24,885
+136
| +0.5% | +$3.94K | 0.03% | 529 |
|
|
2020
Q3 | $662K | Sell |
24,749
-721
| -3% | -$19.3K | 0.03% | 516 |
|
|
2020
Q2 | $620K | Buy |
25,470
+15,373
| +152% | +$349K | 0.03% | 513 |
|
|
2020
Q1 | $209K | Sell |
10,097
-12,350
| -55% | -$309K | 0.01% | 773 |
|
|
2019
Q4 | $614K | Buy |
22,447
+1,595
| +8% | +$42K | 0.03% | 535 |
|
|
2019
Q3 | $524K | Sell |
20,852
-1,281
| -6% | -$32.6K | 0.03% | 557 |
|
|
2019
Q2 | $581K | Buy |
22,133
+3,621
| +20% | +$93.8K | 0.03% | 505 |
|
|
2019
Q1 | $482K | Sell |
18,512
-140
| -0.8% | -$3.55K | 0.03% | 519 |
|
|
2018
Q4 | $439K | Sell |
18,652
-824
| -4% | -$20K | 0.03% | 483 |
|
|
2018
Q3 | $501K | Buy |
19,476
+1,634
| +9% | +$42.3K | 0.03% | 487 |
|
|
2018
Q2 | $462K | Buy |
17,842
+3,519
| +25% | +$96.7K | 0.03% | 479 |
|
|
2018
Q1 | $411K | Buy |
14,323
+1,869
| +15% | +$54.8K | 0.03% | 496 |
|
|
2017
Q4 | $348K | Sell |
12,454
-2,577
| -17% | -$71.1K | 0.03% | 545 |
|
|
2017
Q3 | $404K | Sell |
15,031
-2,998
| -17% | -$79.4K | 0.03% | 502 |
|
|
2017
Q2 | $448K | Buy |
+18,029
| New | +$443K | 0.04% | 439 |
|
Other funds holding SCHE
RIM
R
OWM
MG
Sigma Planning Corp's SCHE Position: Q1 2026 in Review
Sigma Planning Corp reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 5.5% in Q1 2026, selling an estimated $47.9K and leaving 23,995 shares worth $791K. The position accounts for 0.02% of the portfolio, ranked #662.
Sigma Planning Corp first reported a position in SCHE in Q2 2017 and has held it in 35 quarters since. The position peaked at $894K in Q4 2021. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.
- Sigma Planning Corp held 23,995 shares of Schwab Emerging Markets Equity ETF worth $791K as of Q1 2026.
- Sigma Planning Corp sold 1,403 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $47.9K.
- Schwab Emerging Markets Equity ETF made up 0.02% of Sigma Planning Corp's portfolio in Q1 2026, its #662 holding.
- Sigma Planning Corp first reported a position in Schwab Emerging Markets Equity ETF in Q2 2017 and has held it in 35 quarters since.
- Sigma Planning Corp's Schwab Emerging Markets Equity ETF position peaked at $894K in Q4 2021.
- 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.
Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.