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BIA
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
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
$147B AUM
18.73%
1-Year Est. Return
Financial Engines Advisors
Santa Clara, California
$49.2B AUM
14.31%
1-Year Est. Return
HighTower Advisors
Chicago, Illinois
$94.2B AUM
21.24%
1-Year Est. Return
RIM
Rakuten Investment Management
Tokyo, Japan
$49.2B AUM
US Bancorp
Minneapolis, Minnesota
$82.4B AUM
19.69%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
R
Rebalance
Palo Alto, California
$1.72B AUM
13.51%
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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