SG
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Strid Group’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Strid Group’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 		$6.54M Sell
198,561
-3,488
-2% -$119K 0.81% 17
2025
Q4 		$6.62M Buy
202,049
+5,416
+3% +$181K 0.82% 16
2025
Q3 		$6.56M Hold
196,633
– – 0.83% 16
2025
Q2 		$5.93M Sell
196,633
-8,140
-4% -$230K 0.83% 14
2025
Q1 		$5.65M Sell
204,773
-145
-0.1% -$3.97K 0.88% 13
2024
Q4 		$5.46M Buy
204,918
+5,274
+3% +$149K 0.85% 12
2024
Q3 		$5.83M Sell
199,644
-3,635
-2% -$98.4K 0.89% 13
2024
Q2 		$5.4M Sell
203,279
-37,009
-15% -$965K 0.89% 13
2024
Q1 		$6.07M Sell
240,288
-21,439
-8% -$527K 1.09% 12
2023
Q4 		$6.49M Sell
261,727
-11,389
-4% -$274K 1.31% 11
2023
Q3 		$6.54M Sell
273,116
-2,902
-1% -$71.9K 1.37% 11
2023
Q2 		$6.8M Sell
276,018
-32,395
-11% -$792K 1.4% 10
2023
Q1 		$7.56M Sell
308,413
-16,975
-5% -$421K 1.67% 9
2022
Q4 		$7.7M Buy
+325,388
New +$7.57M 1.83% 9
2016
Q4 		$2.98M Buy
+138,275
New +$3.09M 1.22% 12

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

Strid Group's SCHE Position: Q1 2026 in Review

Strid Group reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 1.7% in Q1 2026, selling an estimated $119K and leaving 198,561 shares worth $6.54M. The position accounts for 0.81% of the portfolio, ranked #17.

Strid Group first reported a position in SCHE in Q4 2016 and has held it in 15 quarters since. The position peaked at $7.7M in Q4 2022. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Strid Group held 198,561 shares of Schwab Emerging Markets Equity ETF worth $6.54M as of Q1 2026.
  • Strid Group sold 3,488 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $119K.
  • Schwab Emerging Markets Equity ETF made up 0.81% of Strid Group's portfolio in Q1 2026, its #17 holding.
  • Strid Group first reported a position in Schwab Emerging Markets Equity ETF in Q4 2016 and has held it in 15 quarters since.
  • Strid Group's Schwab Emerging Markets Equity ETF position peaked at $7.7M in Q4 2022.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Strid Group's 13F filing for Q1 2026, filed 29 Apr 2026.