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Valley Forge Investment Consultants’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Valley Forge Investment Consultants’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 		$367K Sell
11,151
-4,830
-30% -$165K 0.11% 56
2025
Q4 		$523K Buy
15,981
+229
+1% +$7.64K 0.15% 48
2025
Q3 		$526K Hold
15,752
– – 0.15% 51
2025
Q2 		$475K Buy
15,752
+18
+0.1% +$510 0.15% 50
2025
Q1 		$434K Sell
15,734
-5,236
-25% -$143K 0.15% 50
2024
Q4 		$558K Buy
20,970
+1,045
+5% +$29.5K 0.19% 45
2024
Q3 		$581K Buy
19,925
+36
+0.2% +$974 0.2% 43
2024
Q2 		$528K Buy
19,889
+3,932
+25% +$102K 0.2% 41
2024
Q1 		$403K Sell
15,957
-1,037
-6% -$25.5K 0.16% 47
2023
Q4 		$421K Sell
16,994
-2,537
-13% -$61K 0.19% 45
2023
Q3 		$468K Buy
19,531
+2,149
+12% +$53.2K 0.21% 45
2023
Q2 		$428K Buy
17,382
+46
+0.3% +$1.12K 0.21% 38
2023
Q1 		$425K Sell
17,336
-2,446
-12% -$60.6K 0.22% 39
2022
Q4 		$468K Sell
19,782
-18,422
-48% -$429K 0.25% 36
2022
Q3 		$856K Buy
38,204
+1,766
+5% +$43.6K 0.47% 26
2022
Q2 		$925K Buy
36,438
+1,133
+3% +$29.6K 0.46% 24
2022
Q1 		$980K Buy
35,305
+5,365
+18% +$155K 0.4% 30
2021
Q4 		$887K Buy
29,940
+933
+3% +$28.5K 0.39% 32
2021
Q3 		$884K Sell
29,007
-4,739
-14% -$148K 0.47% 29
2021
Q2 		$1.11M Buy
33,746
+11,714
+53% +$380K 0.6% 26
2021
Q1 		$700K Buy
22,032
+3,042
+16% +$99.1K 0.48% 33
2020
Q4 		$582K Buy
+18,990
New +$551K 0.51% 36

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

Valley Forge Investment Consultants's SCHE Position: Q1 2026 in Review

Valley Forge Investment Consultants reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 30% in Q1 2026, selling an estimated $165K and leaving 11,151 shares worth $367K. The position accounts for 0.11% of the portfolio, ranked #56.

Valley Forge Investment Consultants first reported a position in SCHE in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.11M in Q2 2021. 865 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Valley Forge Investment Consultants held 11,151 shares of Schwab Emerging Markets Equity ETF worth $367K as of Q1 2026.
  • Valley Forge Investment Consultants sold 4,830 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $165K.
  • Schwab Emerging Markets Equity ETF made up 0.11% of Valley Forge Investment Consultants's portfolio in Q1 2026, its #56 holding.
  • Valley Forge Investment Consultants first reported a position in Schwab Emerging Markets Equity ETF in Q4 2020 and has held it in 22 quarters since.
  • Valley Forge Investment Consultants's Schwab Emerging Markets Equity ETF position peaked at $1.11M in Q2 2021.
  • 865 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Valley Forge Investment Consultants's 13F filing for Q1 2026, filed 21 Apr 2026.