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

Vawter Financial’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 		$740K Sell
22,445
-6,342
-22% -$217K 0.31% 46
2025
Q4 		$943K Sell
28,787
-1,496
-5% -$49.9K 0.4% 42
2025
Q3 		$1.01M Buy
+30,283
New +$954K 0.46% 41
2025
Q2 		– Sell
-31,709
Closed -$874K – 84
2025
Q1 		$874K Sell
31,709
-148
-0.5% -$4.05K 0.49% 39
2024
Q4 		$848K Sell
31,857
-2,018
-6% -$57K 0.51% 36
2024
Q3 		$988K Buy
33,875
+1,038
+3% +$28.1K 0.6% 35
2024
Q2 		$872K Buy
32,837
+8,275
+34% +$216K 0.6% 34
2024
Q1 		$620K Sell
24,562
-7,103
-22% -$175K 0.45% 40
2023
Q4 		$785K Buy
31,665
+7,416
+31% +$178K 0.61% 32
2023
Q3 		$581K Sell
24,249
-7,418
-23% -$184K 0.66% 32
2023
Q2 		$780K Buy
31,667
+15,184
+92% +$371K 0.67% 28
2023
Q1 		$404K Hold
16,483
– – 0.41% 36
2022
Q4 		$390K Buy
+16,483
New +$384K 0.45% 35

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

Vawter Financial's SCHE Position: Q1 2026 in Review

Vawter Financial reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 22% in Q1 2026, selling an estimated $217K and leaving 22,445 shares worth $740K. The position accounts for 0.31% of the portfolio, ranked #46.

Vawter Financial first reported a position in SCHE in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.01M in Q3 2025. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Vawter Financial held 22,445 shares of Schwab Emerging Markets Equity ETF worth $740K as of Q1 2026.
  • Vawter Financial sold 6,342 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $217K.
  • Schwab Emerging Markets Equity ETF made up 0.31% of Vawter Financial's portfolio in Q1 2026, its #46 holding.
  • Vawter Financial first reported a position in Schwab Emerging Markets Equity ETF in Q4 2022 and has held it in 13 quarters since.
  • Vawter Financial's Schwab Emerging Markets Equity ETF position peaked at $1.01M in Q3 2025.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Vawter Financial's 13F filing for Q1 2026, filed 15 May 2026.