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Bishop & Co Investment Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Bishop & Co Investment Management’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 		$4.41M Sell
121,536
-277
-0.2% -$9.89K 1.36% 13
2026
Q1 		$4.01M Sell
121,813
-18,058
-13% -$617K 1.38% 13
2025
Q4 		$4.58M Sell
139,871
-1,764
-1% -$58.8K 1.52% 15
2025
Q3 		$4.73M Sell
141,635
-604
-0.4% -$19K 1.58% 15
2025
Q2 		$4.29M Sell
142,239
-6,741
-5% -$191K 1.54% 15
2025
Q1 		$4.11M Sell
148,980
-17,978
-11% -$492K 1.59% 15
2024
Q4 		$4.45M Buy
166,958
+6,412
+4% +$181K 1.7% 14
2024
Q3 		$4.68M Buy
160,546
+1,794
+1% +$48.6K 1.78% 14
2024
Q2 		$4.22M Buy
158,752
+4,859
+3% +$127K 2.56% 13
2024
Q1 		$3.89M Buy
153,893
+20,038
+15% +$492K 1.61% 15
2023
Q4 		$3.32M Buy
+133,855
New +$3.22M 1.4% 15
2023
Q3 		– Sell
-3,210,791
Closed -$79.5M – 7
2023
Q2 		$130M Buy
3,210,791
+3,090,600
+2,571% +$75.5M 5.85% 8
2023
Q1 		$2.95M Buy
120,191
+3,801
+3% +$94.2K 1.36% 15
2022
Q4 		$2.75M Sell
116,390
-17,798
-13% -$414K 1.34% 15
2022
Q3 		$3.01M Buy
134,188
+15,803
+13% +$391K 1.58% 15
2022
Q2 		$3M Buy
118,385
+29,006
+32% +$758K 1.5% 15
2022
Q1 		$2.48M Buy
89,379
+10,336
+13% +$299K 1.07% 13
2021
Q4 		$2.34M Buy
79,043
+15,433
+24% +$472K 0.97% 13
2021
Q3 		$1.94M Buy
63,610
+487
+0.8% +$15.2K 0.94% 12
2021
Q2 		$2.08M Buy
63,123
+411
+0.7% +$13.3K 1.02% 12
2021
Q1 		$1.99M Sell
62,712
-437
-0.7% -$14.2K 1.03% 12
2020
Q4 		$1.94M Sell
63,149
-6
-0% -$174 1.07% 12
2020
Q3 		$1.69M Sell
63,155
-2,781
-4% -$74.3K 1.08% 12
2020
Q2 		$1.61M Buy
65,936
+18,809
+40% +$427K 1.1% 12
2020
Q1 		$1.29M Sell
47,127
-2,400
-5% -$60K 0.86% 12
2019
Q4 		$1.36M Sell
49,527
-2,275
-4% -$60K 0.9% 12
2019
Q3 		$1.3M Sell
51,802
-373
-0.7% -$9.49K 0.95% 12
2019
Q2 		$1.37M Buy
52,175
+146
+0.3% +$3.78K 0.98% 13
2019
Q1 		$1.35M Sell
52,029
-293
-0.6% -$7.42K 1% 12
2018
Q4 		$1.23M Buy
52,322
+2,643
+5% +$64K 1.05% 12
2018
Q3 		$1.28M Hold
49,679
– – 0.97% 12
2018
Q2 		$1.29M Sell
49,679
-727
-1% -$20K 1.04% 12
2018
Q1 		$1.45M Buy
50,406
+13,674
+37% +$401K 1.23% 12
2017
Q4 		$1.03M Buy
36,732
+81
+0.2% +$2.23K 0.88% 12
2017
Q3 		$986K Sell
36,651
-3,767
-9% -$99.7K 0.89% 11
2017
Q2 		$1M Sell
40,418
-717
-2% -$17.6K 0.91% 11
2017
Q1 		$986K Buy
41,135
+916
+2% +$21.3K 0.9% 11
2016
Q4 		$867K Sell
40,219
-1,859
-4% -$41.6K 0.82% 12
2016
Q3 		$970K Buy
42,078
+612
+1% +$13.8K 0.99% 11
2016
Q2 		$883K Buy
41,466
+1,920
+5% +$39.5K 0.93% 12
2016
Q1 		$821K Buy
39,546
+207
+0.5% +$3.89K 0.89% 12
2015
Q4 		$768K Buy
+39,339
New +$824K 0.83% 12

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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Bishop & Co Investment Management's SCHE Position: Q2 2026 in Review

Bishop & Co Investment Management reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 0.23% in Q2 2026, selling an estimated $9.89K and leaving 121,536 shares worth $4.41M. The position accounts for 1.36% of the portfolio, ranked #13.

Bishop & Co Investment Management first reported a position in SCHE in Q4 2015 and has held it in 42 quarters since. The position peaked at $130M in Q2 2023. 427 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Bishop & Co Investment Management held 121,536 shares of Schwab Emerging Markets Equity ETF worth $4.41M as of Q2 2026.
  • Bishop & Co Investment Management sold 277 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $9.89K.
  • Schwab Emerging Markets Equity ETF made up 1.36% of Bishop & Co Investment Management's portfolio in Q2 2026, its #13 holding.
  • Bishop & Co Investment Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2015 and has held it in 42 quarters since.
  • Bishop & Co Investment Management's Schwab Emerging Markets Equity ETF position peaked at $130M in Q2 2023.
  • 427 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Bishop & Co Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.