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Birchwood Financial Partners’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Birchwood Financial Partners’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 		$505K Buy
13,915
+17
+0.1% +$607 0.41% 52
2026
Q1 		$458K Hold
13,898
– – 0.44% 54
2025
Q4 		$455K Buy
+13,898
New +$463K 0.45% 51

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HighTower Advisors
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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
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Birchwood Financial Partners's SCHE Position: Q2 2026 in Review

Birchwood Financial Partners increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 0.12% in Q2 2026, buying an estimated $607 and bringing the position to 13,915 shares worth $505K. The position accounts for 0.41% of the portfolio, ranked #52.

Birchwood Financial Partners first reported a position in SCHE in Q4 2025 and has held it in 3 quarters since. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Birchwood Financial Partners held 13,915 shares of Schwab Emerging Markets Equity ETF worth $505K as of Q2 2026.
  • Birchwood Financial Partners bought 17 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $607.
  • Schwab Emerging Markets Equity ETF made up 0.41% of Birchwood Financial Partners's portfolio in Q2 2026, its #52 holding.
  • Birchwood Financial Partners first reported a position in Schwab Emerging Markets Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.