Birchbrook’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Birchbrook’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 Q3	$181K	Hold	4,966	–	–	0.09%	85
2026 Q2	$180K	Hold	4,966	–	–	0.08%	88
2026 Q1	$164K	Hold	4,966	–	–	0.08%	89
2025 Q4	$163K	Hold	4,966	–	–	0.08%	87
2025 Q3	$166K	Hold	4,966	–	–	0.09%	87
2025 Q2	$150K	Hold	4,966	–	–	0.08%	86
2025 Q1	$137K	Sell	4,966 -65	-1%	-$1.78K	0.08%	85
2024 Q4	$134K	Hold	5,031	–	–	0.08%	84
2024 Q3	$147K	Sell	5,031 -5	-0.1%	-$135	0.08%	80
2024 Q2	$134K	Hold	5,036	–	–	0.08%	81
2024 Q1	$127K	Sell	5,036 -103	-2%	-$2.53K	0.08%	85
2023 Q4	$127K	Buy	+5,139	New	+$124K	0.08%	83

Other funds holding SCHE

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Rainey & Randall Wealth Advisors Celebration, Florida $698M AUM 11.67% 1-Year Est. Return

BlueSky Wealth Advisors New Bern, North Carolina $865M AUM 9.64% 1-Year Est. Return

Birchbrook's SCHE Position: Q3 2026 in Review

Birchbrook held its Schwab Emerging Markets Equity ETF (SCHE) position steady in Q3 2026 at 4,966 shares worth $181K. The position accounts for 0.09% of the portfolio, ranked #85.

Birchbrook first reported a position in SCHE in Q4 2023 and has held it in 12 quarters since. 414 funds tracked by Wall St. Rank hold SCHE as of Q3 2026.

Birchbrook held 4,966 shares of Schwab Emerging Markets Equity ETF worth $181K as of Q3 2026.
Birchbrook left its Schwab Emerging Markets Equity ETF share count unchanged in Q3 2026.
Schwab Emerging Markets Equity ETF made up 0.09% of Birchbrook's portfolio in Q3 2026, its #85 holding.
Birchbrook first reported a position in Schwab Emerging Markets Equity ETF in Q4 2023 and has held it in 12 quarters since.
414 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.