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

Whalerock Point 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 		$211K Hold
6,400
– – 0.04% 193
2025
Q4 		$210K Hold
6,400
– – 0.04% 189
2025
Q3 		$214K Buy
+6,400
New +$202K 0.04% 177
2021
Q3 		– Sell
-6,400
Closed -$210K – 155
2021
Q2 		$210K Hold
6,400
– – 0.08% 141
2021
Q1 		$203K Buy
+6,400
New +$208K 0.09% 131

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

Whalerock Point Partners's SCHE Position: Q1 2026 in Review

Whalerock Point Partners held its Schwab Emerging Markets Equity ETF (SCHE) position steady in Q1 2026 at 6,400 shares worth $211K. The position accounts for 0.04% of the portfolio, ranked #193.

Whalerock Point Partners first reported a position in SCHE in Q1 2021 and has held it in 5 quarters since. The position peaked at $214K in Q3 2025. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Whalerock Point Partners held 6,400 shares of Schwab Emerging Markets Equity ETF worth $211K as of Q1 2026.
  • Whalerock Point Partners left its Schwab Emerging Markets Equity ETF share count unchanged in Q1 2026.
  • Schwab Emerging Markets Equity ETF made up 0.04% of Whalerock Point Partners's portfolio in Q1 2026, its #193 holding.
  • Whalerock Point Partners first reported a position in Schwab Emerging Markets Equity ETF in Q1 2021 and has held it in 5 quarters since.
  • Whalerock Point Partners's Schwab Emerging Markets Equity ETF position peaked at $214K in Q3 2025.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Whalerock Point Partners's 13F filing for Q1 2026, filed 15 May 2026.