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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
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 $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
R
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
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

BIP Wealth's SCHE Position: Q1 2026 in Review

BIP Wealth sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2026, closing a stake of 14,943 shares — an estimated $489K sold.

BIP Wealth first reported a position in SCHE in Q3 2025 and held it in 2 quarters. The position peaked at $553K in Q3 2025. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • BIP Wealth reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2026 after selling out during the quarter.
  • BIP Wealth sold 14,943 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $489K.
  • BIP Wealth first reported a position in Schwab Emerging Markets Equity ETF in Q3 2025 and held it in 2 quarters.
  • BIP Wealth's Schwab Emerging Markets Equity ETF position peaked at $553K in Q3 2025.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.