Gemmer Asset Management LLC SCHE Schw Emg Mkt Eq Etf

Ownership history in Gemmer Asset Management LLC  ·  49 quarters on record

AI Ownership Summary

Gemmer Asset Management LLC reported Schw Emg Mkt Eq Etf (SCHE) in 49 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.96% in 2026 Q1. The latest visible filing shows SCHE at 0.96% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SCHE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Gemmer Asset Management LLC's position in Schw Emg Mkt Eq Etf, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SCHE was reported at 0.96% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.96% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Gemmer Asset Management LLC held SCHE — position size vs. price
% of Fund (quarterly)    SCHE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 369,944 +19,828 +5.7% 0.96% $12.2M 2026-04-23 $35.20
2025 Q4 ADDED 350,116 +71,360 +25.6% 0.88% $11.5M 2026-01-23 $34.62
2025 Q3 ADDED 278,756 +20,967 +8.1% 0.75% $9.3M 2025-10-15 $32.59
2025 Q2 ADDED 257,789 +24,291 +10.4% 0.69% $7.8M 2025-07-22 $30.14
2025 Q1 ADDED 233,498 +8,601 +3.8% 0.64% $6.4M 2025-04-14 $25.83
2024 Q4 ADDED 224,897 +15,902 +7.6% 0.59% $6.0M 2025-01-16 $25.60
2024 Q3 ADDED 208,995 +14,456 +7.4% 0.61% $6.1M 2024-10-24 $27.10
2024 Q2 ADDED 194,539 +6,071 +3.2% 0.55% $5.2M 2024-07-16 $26.07
2024 Q1 REDUCED 188,468 -9,659 -4.9% 0.55% $4.8M 2024-04-24 $23.79
2023 Q4 REDUCED 198,127 -6,194 -3.0% 0.60% $4.9M 2024-01-17 $22.15
39 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Gemmer Asset Management LLC and SCHE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Gemmer Asset Management LLC reported owning SCHE?

Gemmer Asset Management LLC reported SCHE across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SCHE position in Gemmer Asset Management LLC's portfolio?

The largest reported portfolio weight for SCHE was 0.96% in 2026 Q1.

What is the latest reported SCHE position on this page?

The most recent filing on this page is 2026 Q1, when Gemmer Asset Management LLC reported 369,944 shares, equal to 0.96% of portfolio, with an estimated market value of $12.2M.

What does the chart on this SCHE ownership page compare?

The chart compares Gemmer Asset Management LLC's quarterly SCHE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Gemmer Asset Management LLC time their SCHE position?

Based on 13F filing dates vs. subsequent SCHE price moves, Gemmer Asset Management LLC correctly timed 22 out of 48 reported position changes (46%). The annualised alpha on SCHE relative to SPY over the holding period was -7.0%.

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