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Smartleaf Asset Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Smartleaf Asset 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 		$923K Buy
28,937
+3,660
+14% +$125K 0.03% 415
2025
Q4 		$828K Buy
25,277
+3,715
+17% +$124K 0.03% 411
2025
Q3 		$717K Buy
21,562
+2,047
+10% +$64.5K 0.04% 401
2025
Q2 		$588K Sell
19,515
-2,360
-11% -$66.8K 0.05% 345
2025
Q1 		$604K Buy
21,875
+10,574
+94% +$289K 0.06% 317
2024
Q4 		$302K Buy
11,301
+3,765
+50% +$106K 0.03% 435
2024
Q3 		$222K Buy
7,536
+1,962
+35% +$53.1K 0.03% 465
2024
Q2 		$148K Sell
5,574
-762
-12% -$19.9K 0.02% 461
2024
Q1 		$159K Buy
6,336
+4,691
+285% +$115K 0.03% 411
2023
Q4 		$40.6K Buy
+1,645
New +$39.6K 0.01% 568

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

Smartleaf Asset Management's SCHE Position: Q1 2026 in Review

Smartleaf Asset Management increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 14% in Q1 2026, buying an estimated $125K and bringing the position to 28,937 shares worth $923K. The position accounts for 0.03% of the portfolio, ranked #415.

Smartleaf Asset Management first reported a position in SCHE in Q4 2023 and has held it in 10 quarters since. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Smartleaf Asset Management held 28,937 shares of Schwab Emerging Markets Equity ETF worth $923K as of Q1 2026.
  • Smartleaf Asset Management bought 3,660 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $125K.
  • Schwab Emerging Markets Equity ETF made up 0.03% of Smartleaf Asset Management's portfolio in Q1 2026, its #415 holding.
  • Smartleaf Asset Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2023 and has held it in 10 quarters since.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.