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WealthShield Partners’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

WealthShield Partners’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 		$3.82M Sell
115,989
-3,814
-3% -$130K 0.43% 64
2025
Q4 		$3.92M Buy
119,803
+9,161
+8% +$305K 0.43% 64
2025
Q3 		$3.69M Sell
110,642
-1,260
-1% -$39.7K 0.42% 64
2025
Q2 		$3.37M Buy
111,902
+1,803
+2% +$51.1K 0.41% 63
2025
Q1 		$3.04M Buy
110,099
+68
+0.1% +$1.86K 0.39% 74
2024
Q4 		$2.93M Sell
110,031
-6,092
-5% -$172K 0.42% 70
2024
Q3 		$3.39M Sell
116,123
-6,099
-5% -$165K 0.46% 62
2024
Q2 		$3.25M Buy
122,222
+18,765
+18% +$489K 0.5% 59
2024
Q1 		$2.61M Buy
103,457
+4,195
+4% +$103K 0.42% 71
2023
Q4 		$2.46M Sell
99,262
-3,194
-3% -$76.8K 0.41% 72
2023
Q3 		$2.45M Buy
102,456
+5,298
+5% +$131K 0.37% 71
2023
Q2 		$2.39M Buy
97,158
+2,131
+2% +$52.1K 0.36% 68
2023
Q1 		$2.33M Buy
95,027
+6,670
+8% +$165K 0.38% 68
2022
Q4 		$2.09M Sell
88,357
-2,000
-2% -$46.6K 0.4% 68
2022
Q3 		$2.02M Buy
90,357
+3,204
+4% +$79.2K 0.4% 67
2022
Q2 		$2.21M Sell
87,153
-3,585
-4% -$93.7K 0.44% 61
2022
Q1 		$2.52M Buy
+90,738
New +$2.63M 0.4% 62
2021
Q3 		– Sell
-346
Closed -$11K – 636
2021
Q2 		$11K Buy
346
+64
+23% +$2.08K ﹤0.01% 753
2021
Q1 		$9K Buy
+282
New +$9.18K ﹤0.01% 836

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

WealthShield Partners's SCHE Position: Q1 2026 in Review

WealthShield Partners reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 3.2% in Q1 2026, selling an estimated $130K and leaving 115,989 shares worth $3.82M. The position accounts for 0.43% of the portfolio, ranked #64.

WealthShield Partners first reported a position in SCHE in Q1 2021 and has held it in 19 quarters since. The position peaked at $3.92M in Q4 2025. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • WealthShield Partners held 115,989 shares of Schwab Emerging Markets Equity ETF worth $3.82M as of Q1 2026.
  • WealthShield Partners sold 3,814 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $130K.
  • Schwab Emerging Markets Equity ETF made up 0.43% of WealthShield Partners's portfolio in Q1 2026, its #64 holding.
  • WealthShield Partners first reported a position in Schwab Emerging Markets Equity ETF in Q1 2021 and has held it in 19 quarters since.
  • WealthShield Partners's Schwab Emerging Markets Equity ETF position peaked at $3.92M in Q4 2025.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.