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Strategic Wealth Partners’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Strategic Wealth 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 		$5.44K Sell
165
-110
-40% -$3.76K ﹤0.01% 1022
2025
Q4 		$9.01K Buy
275
+42
+18% +$1.4K ﹤0.01% 918
2025
Q3 		$7.78K Hold
233
– – ﹤0.01% 950
2025
Q2 		$7.02K Buy
+233
New +$6.6K ﹤0.01% 848
2023
Q1 		– Sell
-12,079
Closed -$286K – 273
2022
Q4 		$286K Sell
12,079
-581
-5% -$13.5K 0.05% 211
2022
Q3 		$284K Sell
12,660
-19
-0.1% -$470 0.06% 226
2022
Q2 		$322K Buy
12,679
+600
+5% +$15.7K 0.07% 191
2022
Q1 		$335K Sell
12,079
-2,687
-18% -$77.8K 0.07% 205
2021
Q4 		$437K Hold
14,766
– – 0.08% 207
2021
Q3 		$450K Buy
+14,766
New +$461K 0.13% 179
2019
Q4 		– Sell
-192
Closed -$3.62K – 429
2019
Q3 		$3.62K Sell
192
-7
-4% -$178 0.02% 189
2019
Q2 		$5K Buy
199
+55
+38% +$1.43K ﹤0.01% 634
2019
Q1 		$4K Buy
+144
New +$3.65K ﹤0.01% 678
2018
Q3 		– Sell
-20
Closed -$1K – 688
2018
Q2 		$1K Buy
+20
New +$550 ﹤0.01% 730

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

Strategic Wealth Partners's SCHE Position: Q1 2026 in Review

Strategic Wealth Partners reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 40% in Q1 2026, selling an estimated $3.76K and leaving 165 shares worth $5.44K. The position accounts for ﹤0.01% of the portfolio, ranked #1022.

Strategic Wealth Partners first reported a position in SCHE in Q2 2018 and has held it in 14 quarters since. The position peaked at $450K in Q3 2021. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Strategic Wealth Partners held 165 shares of Schwab Emerging Markets Equity ETF worth $5.44K as of Q1 2026.
  • Strategic Wealth Partners sold 110 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $3.76K.
  • Schwab Emerging Markets Equity ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #1022 holding.
  • Strategic Wealth Partners first reported a position in Schwab Emerging Markets Equity ETF in Q2 2018 and has held it in 14 quarters since.
  • Strategic Wealth Partners's Schwab Emerging Markets Equity ETF position peaked at $450K in Q3 2021.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.