Bell Investment Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Bell Investment Advisors’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	$1.72M	Sell	47,418 -4,581	-9%	-$164K	0.25%	49
2026 Q1	$1.71M	Buy	51,999 +1,585	+3%	+$54.1K	0.27%	46
2025 Q4	$1.65M	Sell	50,414 -142	-0.3%	-$4.74K	0.26%	45
2025 Q3	$1.69M	Sell	50,556 -1,760	-3%	-$55.4K	0.28%	41
2025 Q2	$1.58M	Buy	52,316 +4,810	+10%	+$136K	0.27%	42
2025 Q1	$1.31M	Sell	47,506 -2,217	-4%	-$60.7K	0.24%	43
2024 Q4	$1.32M	Buy	49,723 +621	+1%	+$17.5K	0.25%	44
2024 Q3	$1.43M	Buy	49,102 +257	+0.5%	+$6.96K	0.26%	43
2024 Q2	$1.3M	Sell	48,845 -355	-0.7%	-$9.25K	0.25%	44
2024 Q1	$1.24M	Sell	49,200 -10,252	-17%	-$252K	0.24%	45
2023 Q4	$1.47M	Sell	59,452 -1,369	-2%	-$32.9K	0.3%	40
2023 Q3	$1.46M	Sell	60,821 -718	-1%	-$17.8K	0.33%	38
2023 Q2	$1.52M	Sell	61,539 -146	-0.2%	-$3.57K	0.34%	36
2023 Q1	$1.51M	Sell	61,685 -1,220	-2%	-$30.2K	0.35%	32
2022 Q4	$1.49M	Sell	62,905 -19,033	-23%	-$443K	0.37%	32
2022 Q3	$1.83M	Buy	81,938 +12,848	+19%	+$317K	0.57%	26
2022 Q2	$1.75M	Buy	+69,090	New	+$1.81M	0.54%	29
2021 Q4	$1.76M	Buy	59,415 +2,453	+4%	+$74.9K	0.48%	32
2021 Q3	$1.74M	Buy	+56,962	New	+$1.78M	0.51%	29

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

Bell Investment Advisors's SCHE Position: Q2 2026 in Review

Bell Investment Advisors reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 8.8% in Q2 2026, selling an estimated $164K and leaving 47,418 shares worth $1.72M. The position accounts for 0.25% of the portfolio, ranked #49.

Bell Investment Advisors first reported a position in SCHE in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.83M in Q3 2022. 896 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Bell Investment Advisors held 47,418 shares of Schwab Emerging Markets Equity ETF worth $1.72M as of Q2 2026.
Bell Investment Advisors sold 4,581 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $164K.
Schwab Emerging Markets Equity ETF made up 0.25% of Bell Investment Advisors's portfolio in Q2 2026, its #49 holding.
Bell Investment Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q3 2021 and has held it in 19 quarters since.
Bell Investment Advisors's Schwab Emerging Markets Equity ETF position peaked at $1.83M in Q3 2022.
896 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.