ZIM
SCHE icon

Zacks Investment Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Zacks Investment Management’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 		$5.9M Sell
179,057
-3,725
-2% -$127K 0.05% 200
2025
Q4 		$5.99M Sell
182,782
-79,865
-30% -$2.66M 0.05% 210
2025
Q3 		$8.76M Sell
262,647
-25,193
-9% -$794K 0.07% 177
2025
Q2 		$8.68M Sell
287,840
-14,237
-5% -$403K 0.07% 178
2025
Q1 		$8.33M Buy
302,077
+4,099
+1% +$112K 0.08% 181
2024
Q4 		$7.94M Buy
297,978
+28,478
+11% +$804K 0.07% 180
2024
Q3 		$7.86M Buy
269,500
+38,245
+17% +$1.04M 0.07% 181
2024
Q2 		$6.14M Buy
231,255
+27,293
+13% +$711K 0.07% 174
2024
Q1 		$5.15M Buy
203,962
+38,663
+23% +$950K 0.05% 203
2023
Q4 		$4.1M Buy
165,299
+8,076
+5% +$194K 0.05% 201
2023
Q3 		$3.76M Buy
157,223
+11,651
+8% +$289K 0.05% 204
2023
Q2 		$3.59M Buy
145,572
+77,674
+114% +$1.9M 0.05% 215
2023
Q1 		$1.66M Buy
67,898
+23,990
+55% +$594K 0.02% 300
2022
Q4 		$1.04M Buy
43,908
+10,817
+33% +$252K 0.01% 353
2022
Q3 		$741K Buy
33,091
+16,918
+105% +$418K 0.01% 382
2022
Q2 		$410K Sell
16,173
-4,108
-20% -$107K 0.01% 454
2022
Q1 		$563K Buy
20,281
+1,711
+9% +$49.5K 0.01% 429
2021
Q4 		$550K Buy
18,570
+3,695
+25% +$113K 0.01% 446
2021
Q3 		$453K Sell
14,875
-1,599
-10% -$50K 0.01% 465
2021
Q2 		$542K Sell
16,474
-8,957
-35% -$291K 0.01% 443
2021
Q1 		$808K Buy
25,431
+6,795
+36% +$221K 0.01% 385
2020
Q4 		$571K Buy
18,636
+1,395
+8% +$40.4K 0.01% 408
2020
Q3 		$461K Buy
17,241
+5,354
+45% +$143K 0.01% 406
2020
Q2 		$289K Sell
11,887
-10,315
-46% -$234K 0.01% 444
2020
Q1 		$459K Buy
22,202
+2,621
+13% +$65.6K 0.01% 390
2019
Q4 		$536K Sell
19,581
-4,868
-20% -$128K 0.01% 444
2019
Q3 		$614K Buy
24,449
+4,408
+22% +$112K 0.01% 423
2019
Q2 		$526K Buy
+20,041
New +$519K 0.01% 451
2018
Q3 		– Sell
-94,175
Closed -$2.44M – 594
2018
Q2 		$2.44M Buy
94,175
+2,459
+3% +$67.6K 0.05% 241
2018
Q1 		$2.63M Buy
91,716
+7,983
+10% +$234K 0.06% 220
2017
Q4 		$2.34M Buy
83,733
+11,478
+16% +$317K 0.05% 238
2017
Q3 		$1.94M Buy
72,255
+9,134
+14% +$242K 0.05% 257
2017
Q2 		$1.57M Buy
63,121
+23,556
+60% +$579K 0.04% 273
2017
Q1 		$948K Buy
+39,565
New +$921K 0.02% 376

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

Zacks Investment Management's SCHE Position: Q1 2026 in Review

Zacks Investment Management reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 2% in Q1 2026, selling an estimated $127K and leaving 179,057 shares worth $5.9M. The position accounts for 0.05% of the portfolio, ranked #200.

Zacks Investment Management first reported a position in SCHE in Q1 2017 and has held it in 34 quarters since. The position peaked at $8.76M in Q3 2025. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Zacks Investment Management held 179,057 shares of Schwab Emerging Markets Equity ETF worth $5.9M as of Q1 2026.
  • Zacks Investment Management sold 3,725 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $127K.
  • Schwab Emerging Markets Equity ETF made up 0.05% of Zacks Investment Management's portfolio in Q1 2026, its #200 holding.
  • Zacks Investment Management first reported a position in Schwab Emerging Markets Equity ETF in Q1 2017 and has held it in 34 quarters since.
  • Zacks Investment Management's Schwab Emerging Markets Equity ETF position peaked at $8.76M in Q3 2025.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.