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

Summit Financial’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 		$650K Sell
19,718
-1,013
-5% -$34.6K 0.01% 924
2025
Q4 		$679K Buy
20,731
+490
+2% +$16.3K 0.01% 793
2025
Q3 		$675K Buy
20,241
+4,414
+28% +$139K 0.01% 778
2025
Q2 		$477K Buy
+15,827
New +$448K 0.01% 583
2024
Q3 		– Sell
-8,114
Closed -$216K – 550
2024
Q2 		$216K Hold
8,114
– – 0.01% 467
2024
Q1 		$205K Hold
8,114
– – 0.01% 370
2023
Q4 		$201K Buy
+8,114
New +$195K 0.01% 346

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

Summit Financial's SCHE Position: Q1 2026 in Review

Summit Financial reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 4.9% in Q1 2026, selling an estimated $34.6K and leaving 19,718 shares worth $650K. The position accounts for 0.01% of the portfolio, ranked #924.

Summit Financial first reported a position in SCHE in Q4 2023 and has held it in 7 quarters since. The position peaked at $679K in Q4 2025. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Summit Financial held 19,718 shares of Schwab Emerging Markets Equity ETF worth $650K as of Q1 2026.
  • Summit Financial sold 1,013 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $34.6K.
  • Schwab Emerging Markets Equity ETF made up 0.01% of Summit Financial's portfolio in Q1 2026, its #924 holding.
  • Summit Financial first reported a position in Schwab Emerging Markets Equity ETF in Q4 2023 and has held it in 7 quarters since.
  • Summit Financial's Schwab Emerging Markets Equity ETF position peaked at $679K in Q4 2025.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.