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Blue Barn Wealth’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Blue Barn Wealth’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
2025
Q4 		– Sell
-15,245
Closed -$509K – 140
2025
Q3 		$509K Sell
15,245
-358
-2% -$11.3K 0.22% 68
2025
Q2 		$470K Sell
15,603
-1,782
-10% -$50.5K 0.22% 69
2025
Q1 		$479K Sell
17,385
-1,301
-7% -$35.6K 0.25% 62
2024
Q4 		$498K Sell
18,686
-149
-0.8% -$4.21K 0.26% 66
2024
Q3 		$550K Sell
18,835
-416
-2% -$11.3K 0.28% 62
2024
Q2 		$511K Sell
19,251
-201
-1% -$5.24K 0.28% 58
2024
Q1 		$491K Sell
19,452
-1,085
-5% -$26.7K 0.27% 58
2023
Q4 		$509K Sell
20,537
-337
-2% -$8.1K 0.3% 56
2023
Q3 		$500K Sell
20,874
-483
-2% -$12K 0.33% 55
2023
Q2 		$526K Sell
21,357
-697
-3% -$17K 0.34% 52
2023
Q1 		$541K Sell
22,054
-512
-2% -$12.7K 0.34% 52
2022
Q4 		$534K Sell
22,566
-1,649
-7% -$38.4K 0.35% 49
2022
Q3 		$542K Sell
24,215
-604
-2% -$14.9K 0.39% 45
2022
Q2 		$630K Sell
24,819
-1,003
-4% -$26.2K 0.48% 41
2022
Q1 		$717K Buy
25,822
+567
+2% +$16.4K 0.5% 38
2021
Q4 		$748K Sell
25,255
-2,968
-11% -$90.7K 0.51% 38
2021
Q3 		$860K Buy
28,223
+455
+2% +$14.2K 0.75% 32
2021
Q2 		$913K Buy
+27,768
New +$901K 0.94% 31

Other funds holding SCHE

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM

Blue Barn Wealth's SCHE Position: Q4 2025 in Review

Blue Barn Wealth sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2025, closing a stake of 15,245 shares — an estimated $509K sold.

Blue Barn Wealth first reported a position in SCHE in Q2 2021 and held it in 18 quarters. The position peaked at $913K in Q2 2021. 833 funds tracked by Wall St. Rank hold SCHE as of Q4 2025.

  • Blue Barn Wealth reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Blue Barn Wealth sold 15,245 Schwab Emerging Markets Equity ETF shares in Q4 2025, an estimated $509K.
  • Blue Barn Wealth first reported a position in Schwab Emerging Markets Equity ETF in Q2 2021 and held it in 18 quarters.
  • Blue Barn Wealth's Schwab Emerging Markets Equity ETF position peaked at $913K in Q2 2021.
  • 833 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2025.

Based on Blue Barn Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.