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

Veridan Wealth’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 		$1.85M Buy
56,256
+1,793
+3% +$61.2K 0.69% 38
2025
Q4 		$1.78M Buy
54,463
+1,192
+2% +$39.7K 0.6% 37
2025
Q3 		$1.78M Buy
+53,271
New +$1.68M 0.61% 37
2025
Q1 		$1.23M Buy
+44,762
New +$1.23M 0.56% 39
2024
Q2 		$1.61M Buy
+53,347
New +$1.39M 0.65% 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

Veridan Wealth's SCHE Position: Q1 2026 in Review

Veridan Wealth increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 3.3% in Q1 2026, buying an estimated $61.2K and bringing the position to 56,256 shares worth $1.85M. The position accounts for 0.69% of the portfolio, ranked #38.

Veridan Wealth first reported a position in SCHE in Q2 2024 and has held it in 5 quarters since. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Veridan Wealth held 56,256 shares of Schwab Emerging Markets Equity ETF worth $1.85M as of Q1 2026.
  • Veridan Wealth bought 1,793 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $61.2K.
  • Schwab Emerging Markets Equity ETF made up 0.69% of Veridan Wealth's portfolio in Q1 2026, its #38 holding.
  • Veridan Wealth first reported a position in Schwab Emerging Markets Equity ETF in Q2 2024 and has held it in 5 quarters since.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

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