Blue Bell Private Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$599K Sell
16,520
-194
-1% -$6.93K 0.07% 167
2026
Q1
$551K Sell
16,714
-141
-0.8% -$4.81K 0.08% 152
2025
Q4
$552K Sell
16,855
-214
-1% -$7.14K 0.08% 146
2025
Q3
$570K Buy
17,069
+404
+2% +$12.7K 0.09% 139
2025
Q2
$502K Sell
16,665
-158
-0.9% -$4.47K 0.08% 134
2025
Q1
$464K Buy
16,823
+7
+0% +$192 0.09% 138
2024
Q4
$448K Sell
16,816
-109
-0.6% -$3.08K 0.09% 131
2024
Q3
$494K Sell
16,925
-32
-0.2% -$866 0.09% 127
2024
Q2
$450K Sell
16,957
-4,161
-20% -$108K 0.09% 125
2024
Q1
$533K Sell
21,118
-7,926
-27% -$195K 0.11% 107
2023
Q4
$720K Sell
29,044
-1,996
-6% -$48K 0.17% 79
2023
Q3
$743K Sell
31,040
-822
-3% -$20.4K 0.2% 68
2023
Q2
$785K Sell
31,862
-867
-3% -$21.2K 0.21% 66
2023
Q1
$803K Sell
32,729
-99
-0.3% -$2.45K 0.24% 61
2022
Q4
$777K Sell
32,828
-382
-1% -$8.89K 0.25% 57
2022
Q3
$744K Sell
33,210
-704
-2% -$17.4K 0.27% 50
2022
Q2
$861K Buy
33,914
+411
+1% +$10.7K 0.29% 44
2022
Q1
$930K Sell
33,503
-432
-1% -$12.5K 0.26% 43
2021
Q4
$1M Sell
33,935
-973
-3% -$29.7K 0.26% 45
2021
Q3
$1.06M Buy
34,908
+1,081
+3% +$33.8K 0.31% 41
2021
Q2
$1.11M Sell
33,827
-167
-0.5% -$5.42K 0.32% 41
2021
Q1
$1.08M Buy
33,994
+858
+3% +$27.9K 0.33% 36
2020
Q4
$1.02M Sell
33,136
-149
-0.4% -$4.32K 0.35% 36
2020
Q3
$891K Sell
33,285
-1,175
-3% -$31.4K 0.36% 34
2020
Q2
$840K Sell
34,460
-715
-2% -$16.2K 0.39% 34
2020
Q1
$728K Sell
35,175
-1,404
-4% -$35.1K 0.4% 29
2019
Q4
$1M Buy
36,579
+1,157
+3% +$30.5K 0.4% 31
2019
Q3
$890K Buy
35,422
+213
+0.6% +$5.42K 0.41% 29
2019
Q2
$924K Sell
35,209
-1,367
-4% -$35.4K 0.43% 28
2019
Q1
$951K Buy
36,576
+62
+0.2% +$1.57K 0.44% 28
2018
Q4
$859K Sell
36,514
-870
-2% -$21.1K 0.45% 28
2018
Q3
$961K Sell
37,384
-191
-0.5% -$4.95K 0.41% 30
2018
Q2
$973K Buy
37,575
+53
+0.1% +$1.46K 0.44% 30
2018
Q1
$1.08M Buy
37,522
+1,017
+3% +$29.8K 0.47% 29
2017
Q4
$1.02M Sell
36,505
-92
-0.3% -$2.54K 0.46% 28
2017
Q3
$985K Sell
36,597
-243
-0.7% -$6.43K 0.47% 29
2017
Q2
$915K Buy
36,840
+660
+2% +$16.2K 0.45% 30
2017
Q1
$867K Buy
36,180
+1,919
+6% +$44.7K 0.47% 32
2016
Q4
$739K Sell
34,261
-7,171
-17% -$160K 0.45% 34
2016
Q3
$956K Sell
41,432
-1,365
-3% -$30.8K 0.56% 29
2016
Q2
$912K Sell
42,797
-2,380
-5% -$48.9K 0.59% 28
2016
Q1
$938K Sell
45,177
-386
-0.8% -$7.25K 0.64% 25
2015
Q4
$889K Sell
45,563
-15,055
-25% -$315K 0.6% 29
2015
Q3
$1.23M Buy
60,618
+3,396
+6% +$74.3K 0.84% 22
2015
Q2
$1.41M Buy
57,222
+505
+0.9% +$12.9K 0.85% 20
2015
Q1
$1.38M Buy
56,717
+920
+2% +$22.3K 0.83% 20
2014
Q4
$1.33M Buy
55,797
+4,745
+9% +$119K 0.78% 23
2014
Q3
$1.3M Buy
51,052
+10,874
+27% +$292K 0.78% 23
2014
Q2
$1.05M Buy
40,178
+13,462
+50% +$340K 0.63% 25
2014
Q1
$650K Buy
26,716
+686
+3% +$15.9K 0.44% 41
2013
Q4
$640K Buy
26,030
+2,655
+11% +$66.7K 0.49% 40
2013
Q3
$575K Buy
23,375
+1,595
+7% +$38.2K 0.57% 36
2013
Q2
$509K Buy
+21,780
New +$543K 0.45% 34

Other funds holding SCHE

Blue Bell Private Wealth Management's SCHE Position: Q2 2026 in Review

Blue Bell Private Wealth Management reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 1.2% in Q2 2026, selling an estimated $6.93K and leaving 16,520 shares worth $599K. The position accounts for 0.07% of the portfolio, ranked #167.

Blue Bell Private Wealth Management first reported a position in SCHE in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.41M in Q2 2015. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Blue Bell Private Wealth Management held 16,520 shares of Schwab Emerging Markets Equity ETF worth $599K as of Q2 2026.
  • Blue Bell Private Wealth Management sold 194 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $6.93K.
  • Schwab Emerging Markets Equity ETF made up 0.07% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #167 holding.
  • Blue Bell Private Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q2 2013 and has held it in 53 quarters since.
  • Blue Bell Private Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $1.41M in Q2 2015.
  • 892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.