Ironwood Wealth Management, LLC. SCHE — Schwab Emerging Market Equity Etf

Ownership history in Ironwood Wealth Management, LLC.  ·  33 quarters on record

AI Ownership Summary

Ironwood Wealth Management, LLC. reported Schwab Emerging Market Equity Etf (SCHE) in 33 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.59% in 2024 Q3. The latest visible filing shows SCHE at 0.35% 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 Ironwood Wealth Management, LLC.'s position in Schwab Emerging Market Equity 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 0.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.59% in 2024 Q3

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.

SCHE stock page Ironwood Wealth Management, LLC. fund profile Ironwood Wealth Management, LLC. full holdings
How Ironwood Wealth 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 REDUCED — — — 37,289 -265 -0.7% 0.35% $1.2M 2026-04-23 $35.20
2025 Q4 REDUCED — — — 37,554 -24 -0.1% 0.36% $1.2M 2026-02-02 $34.59
2025 Q3 REDUCED 8.0% +0.6% ❌ 37,578 -3,257 -8.0% 0.42% $1.3M 2025-10-27 $33.37
2025 Q2 REDUCED 38.1% +10.2% ❌ 40,835 -25,143 -38.1% 0.45% $1.2M 2025-08-06 $29.99
2025 Q1 REDUCED — — — 65,978 -452 -0.7% 0.56% $1.8M 2025-04-25 $26.67
2024 Q4 REDUCED — — — 66,430 -995 -1.5% 0.55% $1.8M 2025-02-04 $26.46
2024 Q3 REDUCED — — — 67,425 -393 -0.6% 0.59% $2.0M 2024-10-08 $27.78
2024 Q2 REDUCED — — — 67,818 -2,792 -4.0% 0.59% $1.8M 2024-08-08 $24.94
2024 Q1 REDUCED — — — 70,610 -854 -1.2% 0.58% $1.8M 2024-04-17 $23.32
2023 Q4 REDUCED — — — 71,464 -1,638 -2.2% 0.59% $1.8M 2024-01-29 $22.82
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SCHE

As of 2026 Q1 — sorted by position size

COOPER/HAIMS ADVISORS, LLC 3Y 7Y 16.36% 93 Financial Group, LLC 9.15% Mountain Capital Investment Advisors Inc. 3Y 7Y 7.59% HC Advisors, LLC 3Y 6.92% Sherwood Financial Partners, LLC 6.25% SIERRA OCEAN, LLC 5.97% RAINEY & RANDALL WEALTH ADVISORS INC. 3Y 7Y 5.85% CFG Wealth Management Services, Inc. 4.78% Heartwood Wealth Advisors LLC 3Y 4.23% Red Tortoise LLC 3Y 4.23%

FAQ About Ironwood Wealth 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 Ironwood Wealth Management, LLC. reported owning SCHE?

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

What was the largest reported SCHE position in Ironwood Wealth Management, LLC.'s portfolio?

The largest reported portfolio weight for SCHE was 0.59% in 2024 Q3.

What is the latest reported SCHE position on this page?

The most recent filing on this page is 2026 Q1, when Ironwood Wealth Management, LLC. reported 37,289 shares, equal to 0.35% of portfolio, with an estimated market value of $1.2M.

What does the chart on this SCHE ownership page compare?

The chart compares Ironwood Wealth 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 Ironwood Wealth Management, LLC. time their SCHE position?

Based on 13F filing dates vs. subsequent SCHE price moves, Ironwood Wealth Management, LLC. correctly timed 10 out of 29 reported position changes (34%). The annualised alpha on SCHE relative to SPY over the holding period was -7.7%.

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