SW
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Simplicity Wealth’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Simplicity Wealth’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 		$692K Sell
21,011
-11,328
-35% -$387K 0.04% 371
2025
Q4 		$1.06M Sell
32,339
-2,039
-6% -$68K 0.06% 267
2025
Q3 		$1.15M Buy
+34,378
New +$1.08M 0.07% 267
2025
Q2 		– Sell
-7,869
Closed -$217K – 652
2025
Q1 		$217K Buy
+7,869
New +$215K 0.02% 510

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

Simplicity Wealth's SCHE Position: Q1 2026 in Review

Simplicity Wealth reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 35% in Q1 2026, selling an estimated $387K and leaving 21,011 shares worth $692K. The position accounts for 0.04% of the portfolio, ranked #371.

Simplicity Wealth first reported a position in SCHE in Q1 2025 and has held it in 4 quarters since. The position peaked at $1.15M in Q3 2025. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Simplicity Wealth held 21,011 shares of Schwab Emerging Markets Equity ETF worth $692K as of Q1 2026.
  • Simplicity Wealth sold 11,328 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $387K.
  • Schwab Emerging Markets Equity ETF made up 0.04% of Simplicity Wealth's portfolio in Q1 2026, its #371 holding.
  • Simplicity Wealth first reported a position in Schwab Emerging Markets Equity ETF in Q1 2025 and has held it in 4 quarters since.
  • Simplicity Wealth's Schwab Emerging Markets Equity ETF position peaked at $1.15M in Q3 2025.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.