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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
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
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

Badgley Phelps Wealth Managers's SCHE Position: Q1 2026 in Review

Badgley Phelps Wealth Managers reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 13% in Q1 2026, selling an estimated $386K and leaving 78,319 shares worth $2.58M. The position accounts for 0.05% of the portfolio, ranked #157.

Badgley Phelps Wealth Managers first reported a position in SCHE in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.6M in Q4 2022. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Badgley Phelps Wealth Managers held 78,319 shares of Schwab Emerging Markets Equity ETF worth $2.58M as of Q1 2026.
  • Badgley Phelps Wealth Managers sold 11,318 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $386K.
  • Schwab Emerging Markets Equity ETF made up 0.05% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #157 holding.
  • Badgley Phelps Wealth Managers first reported a position in Schwab Emerging Markets Equity ETF in Q4 2021 and has held it in 18 quarters since.
  • Badgley Phelps Wealth Managers's Schwab Emerging Markets Equity ETF position peaked at $5.6M in Q4 2022.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.