SWRP
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Summit Wealth & Retirement Planning’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Summit Wealth & Retirement Planning’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 		$16.5M Buy
500,583
+1,539
+0.3% +$52.5K 3.94% 9
2025
Q4 		$16.3M Buy
499,044
+3,229
+0.7% +$108K 3.85% 9
2025
Q3 		$16.5M Sell
495,815
-87,312
-15% -$2.75M 4.07% 6
2025
Q2 		$17.6M Buy
583,127
+27,154
+5% +$769K 4.72% 6
2025
Q1 		$15.3M Buy
555,973
+23,497
+4% +$643K 4.7% 6
2024
Q4 		$14.2M Buy
532,476
+7,301
+1% +$206K 4.39% 8
2024
Q3 		$15.3M Buy
525,175
+14,007
+3% +$379K 4.89% 7
2024
Q2 		$13.6M Buy
511,168
+33,901
+7% +$884K 4.62% 8
2024
Q1 		$12.1M Buy
477,267
+17,829
+4% +$438K 4.3% 9
2023
Q4 		$11.4M Buy
459,438
+11,010
+2% +$265K 4.81% 7
2023
Q3 		$10.7M Buy
448,428
+31,970
+8% +$792K 4.32% 9
2023
Q2 		$10.3M Buy
416,458
+24,503
+6% +$599K 4.03% 9
2023
Q1 		$9.61M Buy
391,955
+44,549
+13% +$1.1M 3.59% 8
2022
Q4 		$8.22M Buy
347,406
+20,349
+6% +$474K 3.34% 8
2022
Q3 		$7.33M Buy
327,057
+5,139
+2% +$127K 2.92% 11
2022
Q2 		$8.17M Buy
321,918
+31,806
+11% +$831K 3.14% 7
2022
Q1 		$8.06M Buy
290,112
+11,573
+4% +$335K 2.85% 9
2021
Q4 		$8.25M Buy
278,539
+31,348
+13% +$958K 2.82% 11
2021
Q3 		$7.53M Buy
247,191
+17,896
+8% +$559K 2.76% 11
2021
Q2 		$7.54M Buy
229,295
+3,356
+1% +$109K 2.79% 12
2021
Q1 		$7.18M Buy
225,939
+13,545
+6% +$441K 2.67% 12
2020
Q4 		$6.51M Buy
212,394
+5,007
+2% +$145K 2.47% 11
2020
Q3 		$5.55M Buy
207,387
+2,816
+1% +$75.2K 2.38% 11
2020
Q2 		$4.98M Buy
204,571
+11,810
+6% +$268K 2.34% 12
2020
Q1 		$3.99M Sell
192,761
-80,011
-29% -$2M 2.13% 12
2019
Q4 		$7.47M Buy
272,772
+262,138
+2,465% +$6.91M 3.32% 6
2019
Q3 		$267K Sell
10,634
-3,814
-26% -$97K 0.16% 102
2019
Q2 		$379K Hold
14,448
– – 0.22% 94
2019
Q1 		$376K Sell
14,448
-355
-2% -$8.99K 0.22% 93
2018
Q4 		$348K Buy
+14,803
New +$359K 0.26% 77

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 Wealth & Retirement Planning's SCHE Position: Q1 2026 in Review

Summit Wealth & Retirement Planning increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 0.31% in Q1 2026, buying an estimated $52.5K and bringing the position to 500,583 shares worth $16.5M. The position accounts for 3.94% of the portfolio, ranked #9.

Summit Wealth & Retirement Planning first reported a position in SCHE in Q4 2018 and has held it in 30 quarters since. The position peaked at $17.6M in Q2 2025. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Summit Wealth & Retirement Planning held 500,583 shares of Schwab Emerging Markets Equity ETF worth $16.5M as of Q1 2026.
  • Summit Wealth & Retirement Planning bought 1,539 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $52.5K.
  • Schwab Emerging Markets Equity ETF made up 3.94% of Summit Wealth & Retirement Planning's portfolio in Q1 2026, its #9 holding.
  • Summit Wealth & Retirement Planning first reported a position in Schwab Emerging Markets Equity ETF in Q4 2018 and has held it in 30 quarters since.
  • Summit Wealth & Retirement Planning's Schwab Emerging Markets Equity ETF position peaked at $17.6M in Q2 2025.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2026, filed 11 May 2026.