Badgley Phelps Wealth Managers’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Badgley Phelps Wealth Managers’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 Q2	$2.72M	Sell	75,151 -3,168	-4%	-$113K	0.05%	159
2026 Q1	$2.58M	Sell	78,319 -11,318	-13%	-$386K	0.05%	157
2025 Q4	$2.94M	Sell	89,637 -2,630	-3%	-$87.7K	0.05%	156
2025 Q3	$3.08M	Sell	92,267 -5,796	-6%	-$183K	0.06%	138
2025 Q2	$2.96M	Sell	98,063 -2,569	-3%	-$72.7K	0.07%	139
2025 Q1	$2.77M	Sell	100,632 -8,242	-8%	-$226K	0.07%	141
2024 Q4	$2.9M	Buy	108,874 +9,915	+10%	+$280K	0.07%	135
2024 Q3	$2.89M	Sell	98,959 -294	-0.3%	-$7.96K	0.07%	133
2024 Q2	$2.64M	Sell	99,253 -3,631	-4%	-$94.6K	0.07%	129
2024 Q1	$2.6M	Sell	102,884 -11,602	-10%	-$285K	0.07%	128
2023 Q4	$2.84M	Sell	114,486 -12,158	-10%	-$292K	0.08%	123
2023 Q3	$3.03M	Sell	126,644 -5,438	-4%	-$135K	0.1%	116
2023 Q2	$3.25M	Sell	132,082 -18,168	-12%	-$444K	0.11%	114
2023 Q1	$3.68M	Sell	150,250 -86,272	-36%	-$2.14M	0.14%	111
2022 Q4	$5.6M	Buy	236,522 +226,415	+2,240%	+$5.27M	0.22%	104
2022 Q3	$226K	Sell	10,107 -5,048	-33%	-$125K	0.01%	180
2022 Q2	$385K	Sell	15,155 -63,255	-81%	-$1.65M	0.02%	159
2022 Q1	$2.18M	Sell	78,410 -28,277	-27%	-$818K	0.08%	117
2021 Q4	$3.16M	Buy	+106,687	New	+$3.26M	0.1%	116

Other funds holding SCHE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Badgley Phelps Wealth Managers's SCHE Position: Q2 2026 in Review

Badgley Phelps Wealth Managers reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 4% in Q2 2026, selling an estimated $113K and leaving 75,151 shares worth $2.72M. The position accounts for 0.05% of the portfolio, ranked #159.

Badgley Phelps Wealth Managers first reported a position in SCHE in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.6M in Q4 2022. 896 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Badgley Phelps Wealth Managers held 75,151 shares of Schwab Emerging Markets Equity ETF worth $2.72M as of Q2 2026.
Badgley Phelps Wealth Managers sold 3,168 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $113K.
Schwab Emerging Markets Equity ETF made up 0.05% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #159 holding.
Badgley Phelps Wealth Managers first reported a position in Schwab Emerging Markets Equity ETF in Q4 2021 and has held it in 19 quarters since.
Badgley Phelps Wealth Managers's Schwab Emerging Markets Equity ETF position peaked at $5.6M in Q4 2022.
896 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.