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

Smithbridge 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	–	Sell	-6,848	Closed	-$224K	–	202
2025 Q4	$224K	Buy	+6,848	New	+$228K	0.02%	178
2024 Q3	$369K	Sell	12,658 -31	-0.2%	-$839	0.06%	120
2024 Q2	$337K	Sell	12,689 -1,063	-8%	-$27.7K	0.07%	122
2024 Q1	$347K	Sell	13,752 -18,196	-57%	-$447K	0.07%	121
2023 Q4	$792K	Sell	31,948 -7,296	-19%	-$175K	0.18%	97
2023 Q3	$940K	Sell	39,244 -57,522	-59%	-$1.42M	0.23%	87
2023 Q2	$2.38M	Buy	96,766 +2,414	+3%	+$59K	0.56%	67
2023 Q1	$2.31M	Buy	94,352 +443	+0.5%	+$11K	0.58%	65
2022 Q4	$2.22M	Sell	93,909 -2,987	-3%	-$69.5K	0.59%	65
2022 Q3	$2.17M	Buy	96,896 +6,332	+7%	+$156K	0.89%	43
2022 Q2	$2.3M	Sell	90,564 -474	-0.5%	-$12.4K	0.89%	42
2022 Q1	$2.53M	Buy	91,038 +1,640	+2%	+$47.5K	0.84%	46
2021 Q4	$2.65M	Sell	89,398 -2,341	-3%	-$71.5K	0.81%	45
2021 Q3	$2.8M	Buy	91,739 +38,863	+73%	+$1.21M	0.93%	41
2021 Q2	$1.74M	Buy	52,876 +4,197	+9%	+$136K	0.57%	55
2021 Q1	$1.55M	Buy	48,679 +1,617	+3%	+$52.7K	0.66%	45
2020 Q4	$1.44M	Buy	47,062 +1,534	+3%	+$44.5K	0.66%	44
2020 Q3	$1.22M	Buy	+45,528	New	+$1.22M	0.63%	44

Other funds holding SCHE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Smithbridge Asset Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2026, closing a stake of 6,848 shares — an estimated $224K sold.

Smithbridge Asset Management first reported a position in SCHE in Q3 2020 and held it in 18 quarters. The position peaked at $2.8M in Q3 2021. 868 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

Smithbridge Asset Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2026 after selling out during the quarter.
Smithbridge Asset Management sold 6,848 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $224K.
Smithbridge Asset Management first reported a position in Schwab Emerging Markets Equity ETF in Q3 2020 and held it in 18 quarters.
Smithbridge Asset Management's Schwab Emerging Markets Equity ETF position peaked at $2.8M in Q3 2021.
868 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Smithbridge Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.