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UP Strategic Wealth Investment Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

UP Strategic Wealth Investment 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 		$2.02M Sell
55,104
-854
-2% -$29.2K 1.27% 13
2025
Q4 		$1.96M Sell
55,958
-20,342
-27% -$678K 1.42% 12
2025
Q3 		$2.56M Buy
76,300
+514
+0.7% +$16.2K 1.92% 12
2025
Q2 		$2.28M Buy
75,786
+6,823
+10% +$193K 1.78% 11
2025
Q1 		$1.9M Buy
+68,963
New +$1.89M 1.69% 12

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

UP Strategic Wealth Investment Advisors's SCHE Position: Q1 2026 in Review

UP Strategic Wealth Investment Advisors reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 1.5% in Q1 2026, selling an estimated $29.2K and leaving 55,104 shares worth $2.02M. The position accounts for 1.27% of the portfolio, ranked #13.

UP Strategic Wealth Investment Advisors first reported a position in SCHE in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.56M in Q3 2025. 865 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • UP Strategic Wealth Investment Advisors held 55,104 shares of Schwab Emerging Markets Equity ETF worth $2.02M as of Q1 2026.
  • UP Strategic Wealth Investment Advisors sold 854 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $29.2K.
  • Schwab Emerging Markets Equity ETF made up 1.27% of UP Strategic Wealth Investment Advisors's portfolio in Q1 2026, its #13 holding.
  • UP Strategic Wealth Investment Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q1 2025 and has held it in 5 quarters since.
  • UP Strategic Wealth Investment Advisors's Schwab Emerging Markets Equity ETF position peaked at $2.56M in Q3 2025.
  • 865 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.