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Waterford Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Waterford 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 		$331K Sell
11,780
-800
-6% -$27.3K 0.11% 42
2025
Q4 		$410K Sell
12,580
-26,580
-68% -$886K 0.16% 34
2025
Q3 		$1.31M Buy
39,160
+39,157
+1,305,233% +$1.23M 0.45% 23
2025
Q2 		$1.23M Sell
3
-49,928
-100% -$1.41M 0.45% 25
2025
Q1 		$1.38M Sell
49,931
-2,890
-5% -$79.1K 0.57% 22
2024
Q4 		$1.41M Sell
52,821
-2,450
-4% -$69.2K 0.72% 18
2024
Q3 		$1.61M Sell
55,271
-4,915
-8% -$133K 0.82% 19
2024
Q2 		$1.6M Sell
60,186
-1,122
-2% -$29.2K 0.67% 21
2024
Q1 		$1.55M Sell
61,308
-15,328
-20% -$377K 0.66% 21
2023
Q4 		$1.9M Buy
+76,636
New +$1.84M 0.89% 20
2023
Q3 		– Sell
-130,650
Closed -$3.22M – 51
2023
Q2 		$3.22M Buy
130,650
+33
+0% +$806 1.55% 16
2023
Q1 		$3.2M Sell
130,617
-20,956
-14% -$519K 1.73% 15
2022
Q4 		$3.59M Buy
+151,573
New +$3.53M 2.09% 13

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

Waterford Advisors's SCHE Position: Q1 2026 in Review

Waterford Advisors reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 6.4% in Q1 2026, selling an estimated $27.3K and leaving 11,780 shares worth $331K. The position accounts for 0.11% of the portfolio, ranked #42.

Waterford Advisors first reported a position in SCHE in Q4 2022 and has held it in 13 quarters since. The position peaked at $3.59M in Q4 2022. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Waterford Advisors held 11,780 shares of Schwab Emerging Markets Equity ETF worth $331K as of Q1 2026.
  • Waterford Advisors sold 800 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $27.3K.
  • Schwab Emerging Markets Equity ETF made up 0.11% of Waterford Advisors's portfolio in Q1 2026, its #42 holding.
  • Waterford Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2022 and has held it in 13 quarters since.
  • Waterford Advisors's Schwab Emerging Markets Equity ETF position peaked at $3.59M in Q4 2022.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Waterford Advisors's 13F filing for Q1 2026, filed 15 May 2026.