BCS Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

BCS 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 Q2	$1.36M	Buy	37,574 +396	+1%	+$14.1K	0.25%	85
2026 Q1	$1.23M	Sell	37,178 -40,134	-52%	-$1.37M	0.25%	86
2025 Q4	$2.53M	Buy	77,312 +40,120	+108%	+$1.34M	0.26%	84
2025 Q3	$1.24M	Sell	37,192 -3,999	-10%	-$126K	0.28%	74
2025 Q2	$1.24M	Buy	41,191 +3,854	+10%	+$109K	0.27%	74
2025 Q1	$1.03M	Sell	37,337 -3,060	-8%	-$83.8K	0.26%	83
2024 Q4	$1.08M	Buy	+40,397	New	+$1.14M	0.27%	82
2024 Q2	–	Sell	-38,299	Closed	-$967K	–	207
2024 Q1	$967K	Sell	38,299 -5	-0%	-$123	0.31%	79
2023 Q4	$950K	Sell	38,304 -3,492	-8%	-$84K	0.35%	72
2023 Q3	$1M	Buy	+41,796	New	+$1.04M	0.42%	59
2023 Q2	–	Sell	-46,110	Closed	-$1.13M	–	153
2023 Q1	$1.13M	Buy	46,110 +6,728	+17%	+$167K	0.51%	50
2022 Q4	$932K	Buy	39,382 +2,870	+8%	+$66.8K	0.39%	68
2022 Q3	$818K	Sell	36,512 -231	-0.6%	-$5.71K	0.38%	67
2022 Q2	$933K	Sell	36,743 -426	-1%	-$11.1K	0.41%	60
2022 Q1	$1.03M	Sell	37,169 -5,600	-13%	-$162K	0.43%	55
2021 Q4	$1.27M	Buy	42,769 +1,689	+4%	+$51.6K	0.45%	49
2021 Q3	$1.25M	Buy	41,080 +8,255	+25%	+$258K	0.53%	45
2021 Q2	$1.08M	Buy	32,825 +1,645	+5%	+$53.4K	0.57%	40
2021 Q1	$991K	Buy	31,180 +1,642	+6%	+$53.5K	0.47%	46
2020 Q4	$905K	Sell	29,538 -718	-2%	-$20.8K	0.47%	45
2020 Q3	$810K	Buy	30,256 +76	+0.3%	+$2.03K	0.46%	47
2020 Q2	$735K	Buy	30,180 +2,224	+8%	+$50.5K	0.44%	49
2020 Q1	$578K	Buy	27,956 +5,602	+25%	+$140K	0.4%	50
2019 Q4	$612K	Buy	+22,354	New	+$589K	0.41%	50

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

BCS Wealth Management's SCHE Position: Q2 2026 in Review

BCS Wealth Management increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 1.1% in Q2 2026, buying an estimated $14.1K and bringing the position to 37,574 shares worth $1.36M. The position accounts for 0.25% of the portfolio, ranked #85.

BCS Wealth Management first reported a position in SCHE in Q4 2019 and has held it in 24 quarters since. The position peaked at $2.53M in Q4 2025. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

BCS Wealth Management held 37,574 shares of Schwab Emerging Markets Equity ETF worth $1.36M as of Q2 2026.
BCS Wealth Management bought 396 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $14.1K.
Schwab Emerging Markets Equity ETF made up 0.25% of BCS Wealth Management's portfolio in Q2 2026, its #85 holding.
BCS Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2019 and has held it in 24 quarters since.
BCS Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $2.53M in Q4 2025.
892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.