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Bleakley Financial Group’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Bleakley Financial Group’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 		$4.16M Buy
114,674
+19,296
+20% +$689K 0.05% 285
2026
Q1 		$3.14M Sell
95,378
-648
-0.7% -$22.1K 0.05% 288
2025
Q4 		$3.14M Buy
96,026
+4,916
+5% +$164K 0.05% 271
2025
Q3 		$3.04M Sell
91,110
-232
-0.3% -$7.31K 0.07% 227
2025
Q2 		$2.75M Buy
+91,342
New +$2.59M 0.07% 237

Other funds holding SCHE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
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
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bleakley Financial Group's SCHE Position: Q2 2026 in Review

Bleakley Financial Group increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 20% in Q2 2026, buying an estimated $689K and bringing the position to 114,674 shares worth $4.16M. The position accounts for 0.05% of the portfolio, ranked #285.

Bleakley Financial Group first reported a position in SCHE in Q2 2025 and has held it in 5 quarters since. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Bleakley Financial Group held 114,674 shares of Schwab Emerging Markets Equity ETF worth $4.16M as of Q2 2026.
  • Bleakley Financial Group bought 19,296 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $689K.
  • Schwab Emerging Markets Equity ETF made up 0.05% of Bleakley Financial Group's portfolio in Q2 2026, its #285 holding.
  • Bleakley Financial Group first reported a position in Schwab Emerging Markets Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • 892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.