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Bartlett & Co Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Bartlett & Co Wealth Management’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 		$4.22M Sell
118,151
-1,871
-2% -$63.9K 0.05% 150
2025
Q4 		$3.93M Sell
120,022
-8,425
-7% -$281K 0.05% 152
2025
Q3 		$4.29M Sell
128,447
-3,072
-2% -$96.8K 0.06% 149
2025
Q2 		$3.96M Sell
131,519
-13,683
-9% -$387K 0.06% 146
2025
Q1 		$4M Buy
145,202
+12,955
+10% +$355K 0.06% 143
2024
Q4 		$3.52M Sell
132,247
-240
-0.2% -$6.78K 0.05% 158
2024
Q3 		$3.87M Sell
132,487
-2,125
-2% -$57.5K 0.06% 152
2024
Q2 		$3.58M Sell
134,612
-6,656
-5% -$173K 0.05% 155
2024
Q1 		$3.57M Sell
141,268
-17,914
-11% -$440K 0.05% 155
2023
Q4 		$3.93M Sell
159,182
-4,383
-3% -$105K 0.06% 152
2023
Q3 		$3.92M Sell
163,565
-6,549
-4% -$162K 0.07% 148
2023
Q2 		$4.19M Buy
170,114
+72,386
+74% +$1.77M 0.07% 146
2023
Q1 		$2.4M Sell
97,728
-3,543
-3% -$87.8K 0.05% 167
2022
Q4 		$2.4M Buy
101,271
+31,463
+45% +$732K 0.05% 169
2022
Q3 		$1.56M Buy
69,808
+8,840
+14% +$218K 0.03% 189
2022
Q2 		$1.55M Buy
60,968
+6,921
+13% +$181K 0.03% 186
2022
Q1 		$1.5M Buy
54,047
+6,891
+15% +$199K 0.03% 198
2021
Q4 		$1.4M Buy
47,156
+1,689
+4% +$51.6K 0.02% 207
2021
Q3 		$1.39M Sell
45,467
-44
-0.1% -$1.38K 0.03% 190
2021
Q2 		$1.5M Buy
45,511
+186
+0.4% +$6.03K 0.03% 191
2021
Q1 		$1.44M Sell
45,325
-105
-0.2% -$3.42K 0.03% 188
2020
Q4 		$1.39M Sell
45,430
-53
-0.1% -$1.54K 0.03% 187
2020
Q3 		$1.22M Buy
45,483
+2,137
+5% +$57.1K 0.03% 190
2020
Q2 		$1.06M Sell
43,346
-520
-1% -$11.8K 0.03% 198
2020
Q1 		$908K Buy
43,866
+4,785
+12% +$120K 0.03% 199
2019
Q4 		$1.07M Sell
39,081
-847
-2% -$22.3K 0.03% 204
2019
Q3 		$1M Sell
39,928
-627
-2% -$16K 0.03% 207
2019
Q2 		$1.07M Sell
40,555
-1,419
-3% -$36.8K 0.04% 164
2019
Q1 		$1.09M Buy
41,974
+1,615
+4% +$40.9K 0.04% 161
2018
Q4 		$950K Buy
40,359
+4,182
+12% +$101K 0.04% 163
2018
Q3 		$930K Sell
36,177
-13,008
-26% -$337K 0.03% 172
2018
Q2 		$1.27M Sell
49,185
-188
-0.4% -$5.17K 0.05% 147
2018
Q1 		$1.42M Buy
+49,373
New +$1.45M 0.06% 143

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

Bartlett & Co Wealth Management's SCHE Position: Q1 2026 in Review

Bartlett & Co Wealth Management reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 1.6% in Q1 2026, selling an estimated $63.9K and leaving 118,151 shares worth $4.22M. The position accounts for 0.05% of the portfolio, ranked #150.

Bartlett & Co Wealth Management first reported a position in SCHE in Q1 2018 and has held it in 33 quarters since. The position peaked at $4.29M in Q3 2025. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Bartlett & Co Wealth Management held 118,151 shares of Schwab Emerging Markets Equity ETF worth $4.22M as of Q1 2026.
  • Bartlett & Co Wealth Management sold 1,871 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $63.9K.
  • Schwab Emerging Markets Equity ETF made up 0.05% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #150 holding.
  • Bartlett & Co Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q1 2018 and has held it in 33 quarters since.
  • Bartlett & Co Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $4.29M in Q3 2025.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.