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WorthPointe’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

WorthPointe’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 		$2.03M Buy
61,540
+33,665
+121% +$1.15M 0.55% 37
2025
Q4 		$913K Buy
27,875
+14,910
+115% +$497K 0.24% 63
2025
Q3 		$433K Buy
12,965
+1,437
+12% +$45.3K 0.16% 67
2025
Q2 		$347K Buy
+11,528
New +$326K 0.15% 67

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

WorthPointe's SCHE Position: Q1 2026 in Review

WorthPointe increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 121% in Q1 2026, buying an estimated $1.15M and bringing the position to 61,540 shares worth $2.03M. The position accounts for 0.55% of the portfolio, ranked #37.

WorthPointe first reported a position in SCHE in Q2 2025 and has held it in 4 quarters since. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • WorthPointe held 61,540 shares of Schwab Emerging Markets Equity ETF worth $2.03M as of Q1 2026.
  • WorthPointe bought 33,665 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $1.15M.
  • Schwab Emerging Markets Equity ETF made up 0.55% of WorthPointe's portfolio in Q1 2026, its #37 holding.
  • WorthPointe first reported a position in Schwab Emerging Markets Equity ETF in Q2 2025 and has held it in 4 quarters since.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on WorthPointe's 13F filing for Q1 2026, filed 12 May 2026.