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Balboa Wealth Partners’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Balboa Wealth Partners’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 		$931K Buy
28,241
+2,073
+8% +$70.8K 0.16% 111
2025
Q4 		$857K Sell
26,168
-1,176
-4% -$39.2K 0.14% 116
2025
Q3 		$912K Buy
27,344
+2,615
+11% +$82.4K 0.16% 107
2025
Q2 		$745K Buy
24,729
+4,120
+20% +$117K 0.15% 117
2025
Q1 		$568K Sell
20,609
-1,138
-5% -$31.1K 0.14% 120
2024
Q4 		$579K Buy
21,747
+4,344
+25% +$123K 0.13% 125
2024
Q3 		$508K Buy
17,403
+2,880
+20% +$78K 0.13% 140
2024
Q2 		$386K Buy
+14,523
New +$379K 0.1% 156

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

Balboa Wealth Partners's SCHE Position: Q1 2026 in Review

Balboa Wealth Partners increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 7.9% in Q1 2026, buying an estimated $70.8K and bringing the position to 28,241 shares worth $931K. The position accounts for 0.16% of the portfolio, ranked #111.

Balboa Wealth Partners first reported a position in SCHE in Q2 2024 and has held it in 8 quarters since. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Balboa Wealth Partners held 28,241 shares of Schwab Emerging Markets Equity ETF worth $931K as of Q1 2026.
  • Balboa Wealth Partners bought 2,073 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $70.8K.
  • Schwab Emerging Markets Equity ETF made up 0.16% of Balboa Wealth Partners's portfolio in Q1 2026, its #111 holding.
  • Balboa Wealth Partners first reported a position in Schwab Emerging Markets Equity ETF in Q2 2024 and has held it in 8 quarters since.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Balboa Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.