U.S. Capital Wealth Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

U.S. Capital Wealth Advisors’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	$294K	Buy	+8,936	New	+$305K	0.01%	828
2023 Q1	–	Sell	-7,953	Closed	-$188K	–	1362
2022 Q4	$188K	Buy	+7,953	New	+$185K	0.01%	619

Other funds holding SCHE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

U.S. Capital Wealth Advisors's SCHE Position: Q1 2026 in Review

U.S. Capital Wealth Advisors opened a new position in Schwab Emerging Markets Equity ETF (SCHE) in Q1 2026: 8,936 shares worth $294K. The stake represents 0.01% of the portfolio and ranks #828 among its holdings. This is a return to the name: U.S. Capital Wealth Advisors previously reported a position in SCHE as recently as Q4 2022.

U.S. Capital Wealth Advisors first reported a position in SCHE in Q4 2022 and has held it in 2 quarters since. 868 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

U.S. Capital Wealth Advisors held 8,936 shares of Schwab Emerging Markets Equity ETF worth $294K as of Q1 2026.
Schwab Emerging Markets Equity ETF was a new U.S. Capital Wealth Advisors position in Q1 2026.
Schwab Emerging Markets Equity ETF made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #828 holding.
U.S. Capital Wealth Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2022 and has held it in 2 quarters since.
868 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.