Bellevue Asset Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Bellevue Asset 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	$1.45K	Hold	40	–	–	﹤0.01%	506
2026 Q1	$1.32K	Hold	40	–	–	﹤0.01%	366
2025 Q4	$1.31K	Sell	40 -484	-92%	-$16.1K	﹤0.01%	473
2025 Q3	$17.5K	Sell	524 -48	-8%	-$1.51K	0.01%	244
2025 Q2	$17.2K	Buy	572 +529	+1,230%	+$15K	0.01%	246
2025 Q1	$1.19K	Buy	43 +1	+2%	+$27	﹤0.01%	460
2024 Q4	$1.12K	Sell	42 -2	-5%	-$56	﹤0.01%	480
2024 Q3	$1.64K	Buy	44 +4	+10%	+$108	﹤0.01%	437
2024 Q2	$1.06K	Hold	40	–	–	﹤0.01%	461
2024 Q1	$1.01K	Buy	+40	New	+$983	﹤0.01%	456
2022 Q3	–	Sell	-40	Closed	-$1K	–	506
2022 Q2	$1K	Hold	40	–	–	﹤0.01%	488
2022 Q1	$1K	Hold	40	–	–	﹤0.01%	525
2021 Q4	$1K	Hold	40	–	–	﹤0.01%	554
2021 Q3	$1K	Hold	40	–	–	﹤0.01%	574
2021 Q2	$1K	Hold	40	–	–	﹤0.01%	577
2021 Q1	$1K	Hold	40	–	–	﹤0.01%	634
2020 Q4	$1K	Buy	+40	New	+$1.16K	﹤0.01%	634
2020 Q2	–	Sell	-40	Closed	-$1K	–	633
2020 Q1	$1K	Hold	40	–	–	﹤0.01%	589
2019 Q4	$1K	Buy	+40	New	+$1.05K	﹤0.01%	521

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

Bellevue Asset Management's SCHE Position: Q2 2026 in Review

Bellevue Asset Management held its Schwab Emerging Markets Equity ETF (SCHE) position steady in Q2 2026 at 40 shares worth $1.45K. The position accounts for ﹤0.01% of the portfolio, ranked #506.

Bellevue Asset Management first reported a position in SCHE in Q4 2019 and has held it in 19 quarters since. The position peaked at $17.5K in Q3 2025. 899 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Bellevue Asset Management held 40 shares of Schwab Emerging Markets Equity ETF worth $1.45K as of Q2 2026.
Bellevue Asset Management left its Schwab Emerging Markets Equity ETF share count unchanged in Q2 2026.
Schwab Emerging Markets Equity ETF made up ﹤0.01% of Bellevue Asset Management's portfolio in Q2 2026, its #506 holding.
Bellevue Asset Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2019 and has held it in 19 quarters since.
Bellevue Asset Management's Schwab Emerging Markets Equity ETF position peaked at $17.5K in Q3 2025.
899 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.