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

BIP Wealth’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 		$11.7M Buy
+322,953
New +$11.5M 0.33% 61
2026
Q1 		– Sell
-14,943
Closed -$489K – 479
2025
Q4 		$489K Sell
14,943
-1,629
-10% -$54.3K 0.02% 307
2025
Q3 		$553K Buy
+16,572
New +$522K 0.03% 177

Other funds holding SCHE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BIP Wealth's SCHE Position: Q2 2026 in Review

BIP Wealth opened a new position in Schwab Emerging Markets Equity ETF (SCHE) in Q2 2026: 322,953 shares worth $11.7M. The stake represents 0.33% of the portfolio and ranks #61 among its holdings. This is a return to the name: BIP Wealth previously reported a position in SCHE as recently as Q4 2025.

BIP Wealth first reported a position in SCHE in Q3 2025 and has held it in 3 quarters since. 895 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • BIP Wealth held 322,953 shares of Schwab Emerging Markets Equity ETF worth $11.7M as of Q2 2026.
  • Schwab Emerging Markets Equity ETF was a new BIP Wealth position in Q2 2026.
  • Schwab Emerging Markets Equity ETF made up 0.33% of BIP Wealth's portfolio in Q2 2026, its #61 holding.
  • BIP Wealth first reported a position in Schwab Emerging Markets Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • 895 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.