BWM
SCHE icon

Blossom Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Blossom Wealth 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 		$570K Sell
15,711
-475
-3% -$17K 0.8% 38
2026
Q1 		$533K Buy
+16,186
New +$553K 0.79% 39
2023
Q4 		– Sell
-18,625
Closed -$446K – 65
2023
Q3 		$446K Buy
18,625
+128
+0.7% +$3.17K 1.43% 24
2023
Q2 		$456K Buy
18,497
+1,104
+6% +$27K 1.67% 23
2023
Q1 		$426K Buy
17,393
+325
+2% +$8.05K 1.73% 22
2022
Q4 		$404K Buy
17,068
+1,837
+12% +$42.8K 1.95% 23
2022
Q3 		$341K Hold
15,231
– – 1.92% 24
2022
Q2 		$387K Buy
15,231
+366
+2% +$9.56K 1.96% 22
2022
Q1 		$413K Buy
14,865
+525
+4% +$15.2K 1.86% 21
2021
Q4 		$425K Buy
14,340
+1,525
+12% +$46.6K 2.09% 17
2021
Q3 		$391K Buy
12,815
+916
+8% +$28.6K 2.33% 18
2021
Q2 		$391K Buy
11,899
+2,152
+22% +$69.8K 2.94% 14
2021
Q1 		$310K Buy
9,747
+926
+10% +$30.2K 3.6% 11
2020
Q4 		$270K Buy
+8,821
New +$256K 6.04% 9

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

Blossom Wealth Management's SCHE Position: Q2 2026 in Review

Blossom Wealth Management reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 2.9% in Q2 2026, selling an estimated $17K and leaving 15,711 shares worth $570K. The position accounts for 0.8% of the portfolio, ranked #38.

Blossom Wealth Management first reported a position in SCHE in Q4 2020 and has held it in 14 quarters since. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Blossom Wealth Management held 15,711 shares of Schwab Emerging Markets Equity ETF worth $570K as of Q2 2026.
  • Blossom Wealth Management sold 475 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $17K.
  • Schwab Emerging Markets Equity ETF made up 0.8% of Blossom Wealth Management's portfolio in Q2 2026, its #38 holding.
  • Blossom Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2020 and has held it in 14 quarters since.
  • 892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Blossom Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.