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Stone Summit Wealth’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Stone Summit 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 		$258K Sell
7,822
-189
-2% -$6.45K 0.07% 134
2025
Q4 		$262K Sell
8,011
-64
-0.8% -$2.13K 0.07% 135
2025
Q3 		$269K Sell
8,075
-1,221
-13% -$38.5K 0.08% 129
2025
Q2 		$280K Sell
9,296
-347
-4% -$9.82K 0.09% 127
2025
Q1 		$266K Sell
9,643
-1,431
-13% -$39.2K 0.09% 128
2024
Q4 		$295K Buy
11,074
+417
+4% +$11.8K 0.1% 122
2024
Q3 		$311K Sell
10,657
-80
-0.7% -$2.17K 0.1% 123
2024
Q2 		$285K Sell
10,737
-30
-0.3% -$782 0.1% 122
2024
Q1 		$272K Buy
10,767
+589
+6% +$14.5K 0.09% 128
2023
Q4 		$252K Sell
10,178
-56
-0.5% -$1.35K 0.1% 131
2023
Q3 		$245K Buy
+10,234
New +$253K 0.11% 134

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

Stone Summit Wealth's SCHE Position: Q1 2026 in Review

Stone Summit Wealth reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 2.4% in Q1 2026, selling an estimated $6.45K and leaving 7,822 shares worth $258K. The position accounts for 0.07% of the portfolio, ranked #134.

Stone Summit Wealth first reported a position in SCHE in Q3 2023 and has held it in 11 quarters since. The position peaked at $311K in Q3 2024. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Stone Summit Wealth held 7,822 shares of Schwab Emerging Markets Equity ETF worth $258K as of Q1 2026.
  • Stone Summit Wealth sold 189 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $6.45K.
  • Schwab Emerging Markets Equity ETF made up 0.07% of Stone Summit Wealth's portfolio in Q1 2026, its #134 holding.
  • Stone Summit Wealth first reported a position in Schwab Emerging Markets Equity ETF in Q3 2023 and has held it in 11 quarters since.
  • Stone Summit Wealth's Schwab Emerging Markets Equity ETF position peaked at $311K in Q3 2024.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.