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

SYM Financial Corp’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 		$516K Sell
15,669
-1,497
-9% -$51.1K 0.05% 125
2025
Q4 		$562K Buy
17,166
+1,432
+9% +$47.8K 0.06% 117
2025
Q3 		$525K Sell
15,734
-135
-0.9% -$4.25K 0.06% 111
2025
Q2 		$478K Sell
15,869
-730
-4% -$20.7K 0.05% 128
2025
Q1 		$458K Buy
16,599
+15,765
+1,890% +$431K 0.06% 118
2024
Q4 		$22.2K Hold
834
– – ﹤0.01% 302
2024
Q3 		$24.3K Hold
834
– – ﹤0.01% 241
2024
Q2 		$22.2K Buy
+834
New +$21.7K ﹤0.01% 228
2023
Q3 		– Sell
-18
Closed -$443 – 195
2023
Q2 		$443 Buy
+18
New +$440 ﹤0.01% 122
2022
Q4 		– Sell
-11
Closed – – 127
2022
Q3 		$0 Buy
+11
New +$272 ﹤0.01% 118
2022
Q2 		– Sell
-1,477
Closed -$41K – 125
2022
Q1 		$41K Hold
1,477
– – 0.02% 85
2021
Q4 		$44K Hold
1,477
– – 0.02% 82
2021
Q3 		$45K Buy
+1,477
New +$46.1K 0.03% 83
2021
Q1 		– Sell
-232
Closed -$7K – 87
2020
Q4 		$7K Buy
+232
New +$6.73K 0.01% 69

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 $11.5B AUM 18.82% 1-Year Est. Return

SYM Financial Corp's SCHE Position: Q1 2026 in Review

SYM Financial Corp reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 8.7% in Q1 2026, selling an estimated $51.1K and leaving 15,669 shares worth $516K. The position accounts for 0.05% of the portfolio, ranked #125.

SYM Financial Corp first reported a position in SCHE in Q4 2020 and has held it in 14 quarters since. The position peaked at $562K in Q4 2025. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • SYM Financial Corp held 15,669 shares of Schwab Emerging Markets Equity ETF worth $516K as of Q1 2026.
  • SYM Financial Corp sold 1,497 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $51.1K.
  • Schwab Emerging Markets Equity ETF made up 0.05% of SYM Financial Corp's portfolio in Q1 2026, its #125 holding.
  • SYM Financial Corp first reported a position in Schwab Emerging Markets Equity ETF in Q4 2020 and has held it in 14 quarters since.
  • SYM Financial Corp's Schwab Emerging Markets Equity ETF position peaked at $562K in Q4 2025.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.