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SCHE icon

Sunbelt Securities’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Sunbelt Securities’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 		$4.55M Buy
138,025
+6,618
+5% +$226K 0.29% 67
2025
Q4 		$4.3M Buy
131,407
+8,855
+7% +$295K 0.29% 63
2025
Q3 		$4.09M Buy
122,552
+13,955
+13% +$440K 0.28% 64
2025
Q2 		$2.89M Buy
108,597
+134
+0.1% +$3.79K 0.26% 76
2025
Q1 		$2.99M Sell
108,463
-641
-0.6% -$17.5K 0.27% 73
2024
Q4 		$2.92M Sell
109,104
-2,162
-2% -$61K 0.26% 76
2024
Q3 		$3.25M Buy
111,266
+762
+0.7% +$20.6K 0.32% 68
2024
Q2 		$2.93M Buy
110,504
+8,320
+8% +$217K 0.3% 75
2024
Q1 		$2.58M Buy
102,184
+22,635
+28% +$556K 0.29% 73
2023
Q4 		$1.97M Buy
79,549
+824
+1% +$19.8K 0.25% 86
2023
Q3 		$1.88M Buy
78,725
+5,204
+7% +$129K 0.26% 80
2023
Q2 		$1.81M Buy
73,521
+4,028
+6% +$98.4K 0.26% 87
2023
Q1 		$1.71M Buy
69,493
+8,088
+13% +$200K 0.28% 88
2022
Q4 		$1.45M Sell
61,405
-255
-0.4% -$5.94K 0.28% 89
2022
Q3 		$1.38M Sell
61,660
-585
-0.9% -$14.5K 0.29% 91
2022
Q2 		$1.58M Buy
62,245
+1,888
+3% +$49.3K 0.33% 79
2022
Q1 		$1.71M Sell
60,357
-987
-2% -$28.6K 0.31% 85
2021
Q4 		$1.84M Sell
61,344
-660
-1% -$20.2K 0.3% 83
2021
Q3 		$1.99M Hold
62,004
– – 0.36% 72
2021
Q2 		$1.99M Buy
62,004
+5,927
+11% +$192K 0.36% 72
2021
Q1 		$1.78M Buy
56,077
+5,246
+10% +$171K 0.35% 72
2020
Q4 		$1.56M Buy
50,831
+7,612
+18% +$221K 0.32% 75
2020
Q3 		$1.2M Buy
+43,219
New +$1.15M 0.33% 84
2020
Q2 		– Sell
-2,815,218
Closed -$70.2M – 365
2020
Q1 		$70.2M Buy
2,815,218
+2,772,270
+6,455% +$69.3M 3.01% 9
2019
Q4 		$1.18M Buy
+42,948
New +$1.13M 0.12% 176

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

Sunbelt Securities's SCHE Position: Q1 2026 in Review

Sunbelt Securities increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 5% in Q1 2026, buying an estimated $226K and bringing the position to 138,025 shares worth $4.55M. The position accounts for 0.29% of the portfolio, ranked #67.

Sunbelt Securities first reported a position in SCHE in Q4 2019 and has held it in 25 quarters since. The position peaked at $70.2M in Q1 2020. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Sunbelt Securities held 138,025 shares of Schwab Emerging Markets Equity ETF worth $4.55M as of Q1 2026.
  • Sunbelt Securities bought 6,618 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $226K.
  • Schwab Emerging Markets Equity ETF made up 0.29% of Sunbelt Securities's portfolio in Q1 2026, its #67 holding.
  • Sunbelt Securities first reported a position in Schwab Emerging Markets Equity ETF in Q4 2019 and has held it in 25 quarters since.
  • Sunbelt Securities's Schwab Emerging Markets Equity ETF position peaked at $70.2M in Q1 2020.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.