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

Belpointe 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	$1.13M	Sell	31,249 -584	-2%	-$20.9K	0.04%	453
2026 Q1	$1.05M	Buy	31,833 +1,581	+5%	+$54K	0.04%	440
2025 Q4	$991K	Buy	30,252 +357	+1%	+$11.9K	0.04%	440
2025 Q3	$998K	Buy	29,895 +6,958	+30%	+$219K	0.04%	404
2025 Q2	$691K	Sell	22,937 -5,966	-21%	-$169K	0.03%	468
2025 Q1	$797K	Buy	+28,903	New	+$791K	0.04%	403
2023 Q2	–	Sell	-659	Closed	-$16.1K	–	2847
2023 Q1	$16.1K	Sell	659 -300	-31%	-$7.43K	﹤0.01%	2440
2022 Q4	$22.7K	Buy	+959	New	+$22.3K	﹤0.01%	2093
2021 Q1	–	Sell	-23,099	Closed	-$708K	–	1063
2020 Q4	$708K	Buy	23,099 +355	+2%	+$10.3K	0.06%	327
2020 Q3	$609K	Sell	22,744 -220	-1%	-$5.88K	0.07%	298
2020 Q2	$559K	Sell	22,964 -228	-1%	-$5.18K	0.07%	279
2020 Q1	$480K	Sell	23,192 -2,369	-9%	-$59.3K	0.08%	251
2019 Q4	$699K	Buy	25,561 +2,663	+12%	+$70.2K	0.09%	244
2019 Q3	$575K	Sell	22,898 -96	-0.4%	-$2.44K	0.09%	243
2019 Q2	$603K	Buy	+22,994	New	+$596K	0.12%	183
2019 Q1	–	Sell	-35,592	Closed	-$837K	–	540
2018 Q4	$837K	Buy	35,592 +16,752	+89%	+$406K	0.21%	100
2018 Q3	$484K	Buy	18,840 +1,708	+10%	+$44.3K	0.08%	269
2018 Q2	$444K	Sell	17,132 -5,849	-25%	-$161K	0.12%	190
2018 Q1	$660K	Buy	22,981 +8,899	+63%	+$261K	0.19%	106
2017 Q4	$393K	Buy	14,082 +877	+7%	+$24.2K	0.09%	283
2017 Q3	$355K	Buy	+13,205	New	+$350K	0.08%	285

Other funds holding SCHE

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

MCIA

Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

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

Belpointe Asset Management reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 1.8% in Q2 2026, selling an estimated $20.9K and leaving 31,249 shares worth $1.13M. The position accounts for 0.04% of the portfolio, ranked #453.

Belpointe Asset Management first reported a position in SCHE in Q3 2017 and has held it in 21 quarters since. 449 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Belpointe Asset Management held 31,249 shares of Schwab Emerging Markets Equity ETF worth $1.13M as of Q2 2026.
Belpointe Asset Management sold 584 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $20.9K.
Schwab Emerging Markets Equity ETF made up 0.04% of Belpointe Asset Management's portfolio in Q2 2026, its #453 holding.
Belpointe Asset Management first reported a position in Schwab Emerging Markets Equity ETF in Q3 2017 and has held it in 21 quarters since.
449 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.