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SCHE icon

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
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

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 $11.5B AUM 18.82% 1-Year Est. Return
KF
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
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

Birchbrook's SCHE Position: Q2 2026 in Review

Birchbrook held its Schwab Emerging Markets Equity ETF (SCHE) position steady in Q2 2026 at 4,966 shares worth $180K. The position accounts for 0.08% of the portfolio, ranked #88.

Birchbrook first reported a position in SCHE in Q4 2023 and has held it in 11 quarters since. 449 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Birchbrook held 4,966 shares of Schwab Emerging Markets Equity ETF worth $180K as of Q2 2026.
  • Birchbrook left its Schwab Emerging Markets Equity ETF share count unchanged in Q2 2026.
  • Schwab Emerging Markets Equity ETF made up 0.08% of Birchbrook's portfolio in Q2 2026, its #88 holding.
  • Birchbrook first reported a position in Schwab Emerging Markets Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • 449 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.