BTI
SCHE icon

Blue Trust Inc’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Blue Trust Inc’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 		$31.2K Buy
859
+113
+15% +$4.04K ﹤0.01% 1528
2026
Q1 		$24.6K Hold
746
– – ﹤0.01% 1580
2025
Q4 		$24.4K Sell
746
-880
-54% -$29.3K ﹤0.01% 1619
2025
Q3 		$54.3K Buy
1,626
+849
+109% +$26.7K ﹤0.01% 1374
2025
Q2 		$23.4K Hold
777
– – ﹤0.01% 1639
2025
Q1 		$21.4K Sell
777
-945
-55% -$25.9K ﹤0.01% 1629
2024
Q4 		$45.9K Sell
1,722
-1,391
-45% -$39.3K ﹤0.01% 1381
2024
Q3 		$82.7K Buy
3,113
+2,378
+324% +$64.4K ﹤0.01% 1321
2024
Q2 		$18.6K Hold
735
– – ﹤0.01% 1685
2024
Q1 		$18.6K Sell
735
-547
-43% -$13.4K ﹤0.01% 1257
2023
Q4 		$30K Buy
1,282
+103
+9% +$2.48K ﹤0.01% 1142
2023
Q3 		$29K Sell
1,179
-1,722
-59% -$42.6K ﹤0.01% 1051
2023
Q2 		$71K Buy
2,901
+1,351
+87% +$33K ﹤0.01% 585
2023
Q1 		$37K Sell
1,550
-478
-24% -$11.8K ﹤0.01% 1146
2022
Q4 		$45K Sell
2,028
-886
-30% -$20.6K ﹤0.01% 969
2022
Q3 		$74K Buy
2,914
+2,635
+944% +$65.1K ﹤0.01% 629
2022
Q2 		$8K Buy
+279
New +$7.29K ﹤0.01% 1293

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

Blue Trust Inc's SCHE Position: Q2 2026 in Review

Blue Trust Inc increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 15% in Q2 2026, buying an estimated $4.04K and bringing the position to 859 shares worth $31.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1528.

Blue Trust Inc first reported a position in SCHE in Q2 2022 and has held it in 17 quarters since. The position peaked at $82.7K in Q3 2024. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Blue Trust Inc held 859 shares of Schwab Emerging Markets Equity ETF worth $31.2K as of Q2 2026.
  • Blue Trust Inc bought 113 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $4.04K.
  • Schwab Emerging Markets Equity ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1528 holding.
  • Blue Trust Inc first reported a position in Schwab Emerging Markets Equity ETF in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's Schwab Emerging Markets Equity ETF position peaked at $82.7K in Q3 2024.
  • 892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.