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Tradition Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Tradition Wealth Management’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 		$1.07M Buy
32,347
+195
+0.6% +$6.66K 0.08% 189
2025
Q4 		$1.05M Buy
32,152
+200
+0.6% +$6.67K 0.08% 186
2025
Q3 		$1.07M Sell
31,952
-495
-2% -$15.6K 0.08% 180
2025
Q2 		$978K Sell
32,447
-16,119
-33% -$456K 0.08% 183
2025
Q1 		$1.34M Buy
48,566
+759
+2% +$20.8K 0.12% 149
2024
Q4 		$1.27M Buy
47,807
+49
+0.1% +$1.38K 0.11% 148
2024
Q3 		$1.39M Sell
47,758
-7
-0% -$189 0.12% 143
2024
Q2 		$1.27M Sell
47,765
-13,789
-22% -$359K 0.12% 140
2024
Q1 		$1.55M Sell
61,554
-110
-0.2% -$2.7K 0.16% 117
2023
Q4 		$1.53M Sell
61,664
-96,562
-61% -$2.32M 0.16% 111
2023
Q3 		$3.79M Buy
158,226
+473
+0.3% +$11.7K 0.45% 54
2023
Q2 		$3.88M Sell
157,753
-3,877
-2% -$94.7K 0.45% 55
2023
Q1 		$3.96M Sell
161,630
-2,368
-1% -$58.7K 0.49% 51
2022
Q4 		$3.88M Sell
163,998
-12,639
-7% -$294K 0.55% 50
2022
Q3 		$3.96M Sell
176,637
-6,499
-4% -$161K 0.59% 50
2022
Q2 		$4.65M Sell
183,136
-5,398
-3% -$141K 0.68% 42
2022
Q1 		$5.24M Buy
188,534
+4,089
+2% +$118K 0.67% 44
2021
Q4 		$5.46M Buy
184,445
+25,167
+16% +$769K 0.69% 41
2021
Q3 		$4.86M Buy
159,278
+2,440
+2% +$76.2K 0.69% 39
2021
Q2 		$5.16M Buy
156,838
+14,980
+11% +$486K 0.77% 38
2021
Q1 		$4.51M Buy
141,858
+10,359
+8% +$337K 0.78% 39
2020
Q4 		$4.03M Buy
+131,499
New +$3.81M 0.78% 37

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

Tradition Wealth Management's SCHE Position: Q1 2026 in Review

Tradition Wealth Management increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 0.61% in Q1 2026, buying an estimated $6.66K and bringing the position to 32,347 shares worth $1.07M. The position accounts for 0.08% of the portfolio, ranked #189.

Tradition Wealth Management first reported a position in SCHE in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.46M in Q4 2021. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Tradition Wealth Management held 32,347 shares of Schwab Emerging Markets Equity ETF worth $1.07M as of Q1 2026.
  • Tradition Wealth Management bought 195 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $6.66K.
  • Schwab Emerging Markets Equity ETF made up 0.08% of Tradition Wealth Management's portfolio in Q1 2026, its #189 holding.
  • Tradition Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2020 and has held it in 22 quarters since.
  • Tradition Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $5.46M in Q4 2021.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.