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Stevens Capital Partners’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Stevens Capital Partners’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 		$3.25M Buy
98,662
+38,667
+64% +$1.32M 0.78% 30
2025
Q4 		$1.96M Buy
59,995
+47,992
+400% +$1.6M 0.51% 42
2025
Q3 		$401K Buy
12,003
+3,903
+48% +$123K 0.12% 76
2025
Q2 		$250K Buy
+8,100
New +$229K 0.09% 75

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 $11.5B AUM 18.82% 1-Year Est. Return

Stevens Capital Partners's SCHE Position: Q1 2026 in Review

Stevens Capital Partners increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 64% in Q1 2026, buying an estimated $1.32M and bringing the position to 98,662 shares worth $3.25M. The position accounts for 0.78% of the portfolio, ranked #30.

Stevens Capital Partners first reported a position in SCHE in Q2 2025 and has held it in 4 quarters since. 865 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Stevens Capital Partners held 98,662 shares of Schwab Emerging Markets Equity ETF worth $3.25M as of Q1 2026.
  • Stevens Capital Partners bought 38,667 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $1.32M.
  • Schwab Emerging Markets Equity ETF made up 0.78% of Stevens Capital Partners's portfolio in Q1 2026, its #30 holding.
  • Stevens Capital Partners first reported a position in Schwab Emerging Markets Equity ETF in Q2 2025 and has held it in 4 quarters since.
  • 865 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Stevens Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.