SWA
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Stratos Wealth Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Stratos Wealth Advisors’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 		$521K Buy
15,806
+7,575
+92% +$259K 0.03% 379
2025
Q4 		$270K Sell
8,231
-1,987
-19% -$66.3K 0.01% 550
2025
Q3 		$341K Buy
10,218
+208
+2% +$6.55K 0.02% 525
2025
Q2 		$302K Sell
10,010
-6,814
-41% -$193K 0.02% 540
2025
Q1 		$464K Buy
16,824
+1,907
+13% +$52.2K 0.03% 452
2024
Q4 		$397K Buy
14,917
+455
+3% +$12.8K 0.02% 529
2024
Q3 		$422K Buy
14,462
+40
+0.3% +$1.08K 0.02% 534
2024
Q2 		$383K Buy
14,422
+600
+4% +$15.6K 0.02% 527
2024
Q1 		$349K Buy
13,822
+1,199
+9% +$29.5K 0.02% 530
2023
Q4 		$313K Buy
12,623
+141
+1% +$3.39K 0.02% 548
2023
Q3 		$299K Buy
12,482
+1,772
+17% +$43.9K 0.02% 531
2023
Q2 		$264K Buy
10,710
+600
+6% +$14.7K 0.02% 542
2023
Q1 		$248K Sell
10,110
-5,163
-34% -$128K 0.02% 536
2022
Q4 		$362K Sell
15,273
-31,263
-67% -$728K 0.03% 443
2022
Q3 		$1.04M Sell
46,536
-1,157
-2% -$28.6K 0.11% 241
2022
Q2 		$1.21M Buy
47,693
+345
+0.7% +$9.02K 0.11% 234
2022
Q1 		$1.31M Buy
47,348
+10,576
+29% +$306K 0.11% 229
2021
Q4 		$1.09M Buy
36,772
+9,850
+37% +$301K 0.08% 268
2021
Q3 		$821K Sell
26,922
-2,429
-8% -$75.9K 0.07% 283
2021
Q2 		$965K Buy
29,351
+3,951
+16% +$128K 0.09% 244
2021
Q1 		$807K Sell
25,400
-5,128
-17% -$167K 0.09% 243
2020
Q4 		$936K Sell
30,528
-6,563
-18% -$190K 0.13% 170
2020
Q3 		$993K Buy
37,091
+2,577
+7% +$68.8K 0.24% 100
2020
Q2 		$840K Buy
34,514
+5,042
+17% +$115K 0.26% 93
2020
Q1 		$610K Sell
29,472
-75,204
-72% -$1.88M 0.43% 63
2019
Q4 		$2.87M Sell
104,676
-9,837
-9% -$259K 1.63% 12
2019
Q3 		$2.88M Sell
114,513
-11,960
-9% -$304K 1.1% 19
2019
Q2 		$3.32M Buy
126,473
+112,610
+812% +$2.92M 1.32% 18
2019
Q1 		$361K Buy
+13,863
New +$351K 0.2% 135

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

Stratos Wealth Advisors's SCHE Position: Q1 2026 in Review

Stratos Wealth Advisors increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 92% in Q1 2026, buying an estimated $259K and bringing the position to 15,806 shares worth $521K. The position accounts for 0.03% of the portfolio, ranked #379.

Stratos Wealth Advisors first reported a position in SCHE in Q1 2019 and has held it in 29 quarters since. The position peaked at $3.32M in Q2 2019. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Stratos Wealth Advisors held 15,806 shares of Schwab Emerging Markets Equity ETF worth $521K as of Q1 2026.
  • Stratos Wealth Advisors bought 7,575 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $259K.
  • Schwab Emerging Markets Equity ETF made up 0.03% of Stratos Wealth Advisors's portfolio in Q1 2026, its #379 holding.
  • Stratos Wealth Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q1 2019 and has held it in 29 quarters since.
  • Stratos Wealth Advisors's Schwab Emerging Markets Equity ETF position peaked at $3.32M in Q2 2019.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.