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Boltwood Capital Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Boltwood Capital 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 		$9.58M Buy
264,128
+8,433
+3% +$301K 2.19% 10
2026
Q1 		$8.43M Buy
255,695
+13,964
+6% +$477K 2.15% 9
2025
Q4 		$7.92M Sell
241,731
-221
-0.1% -$7.37K 2.06% 11
2025
Q3 		$8.07M Buy
241,952
+1,321
+0.5% +$41.6K 2.15% 10
2025
Q2 		$7.25M Buy
240,631
+672
+0.3% +$19K 2.06% 11
2025
Q1 		$6.62M Buy
239,959
+1,630
+0.7% +$44.6K 2.01% 10
2024
Q4 		$6.35M Sell
238,329
-2,360
-1% -$66.6K 1.93% 14
2024
Q3 		$7.02M Sell
240,689
-7,840
-3% -$212K 2.08% 11
2024
Q2 		$6.6M Sell
248,529
-7,246
-3% -$189K 2.06% 11
2024
Q1 		$6.46M Buy
255,775
+10,320
+4% +$254K 2% 10
2023
Q4 		$6.08M Buy
245,455
+13,170
+6% +$317K 2.02% 13
2023
Q3 		$5.56M Buy
232,285
+14,102
+6% +$349K 2.06% 10
2023
Q2 		$5.37M Sell
218,183
-6,272
-3% -$153K 1.94% 11
2023
Q1 		$5.5M Buy
224,455
+5,304
+2% +$131K 2.06% 11
2022
Q4 		$5.19M Sell
219,151
-14,746
-6% -$343K 2.11% 9
2022
Q3 		$5.24M Buy
233,897
+39,670
+20% +$980K 2.4% 7
2022
Q2 		$4.93M Sell
194,227
-3,513
-2% -$91.8K 2.13% 9
2022
Q1 		$5.49M Buy
197,740
+9,278
+5% +$269K 2.12% 9
2021
Q4 		$5.58M Buy
188,462
+18,715
+11% +$572K 2.06% 10
2021
Q3 		$5.17M Buy
169,747
+19,669
+13% +$615K 2.09% 7
2021
Q2 		$4.93M Buy
150,078
+4,360
+3% +$141K 2.05% 8
2021
Q1 		$4.63M Buy
145,718
+7,417
+5% +$242K 2.06% 9
2020
Q4 		$4.24M Buy
138,301
+10,423
+8% +$302K 2.06% 8
2020
Q3 		$3.42M Sell
127,878
-820
-0.6% -$21.9K 1.91% 11
2020
Q2 		$3.13M Buy
128,698
+9,623
+8% +$219K 1.89% 11
2020
Q1 		$2.46M Buy
119,075
+21,032
+21% +$526K 1.74% 13
2019
Q4 		$2.68M Buy
98,043
+8,426
+9% +$222K 1.51% 18
2019
Q3 		$2.25M Sell
89,617
-2,539
-3% -$64.6K 1.42% 21
2019
Q2 		$2.42M Buy
92,156
+9,494
+11% +$246K 1.54% 20
2019
Q1 		$2.15M Buy
82,662
+15,254
+23% +$387K 1.4% 24
2018
Q4 		$1.59M Sell
67,408
-17,286
-20% -$419K 1.09% 31
2018
Q3 		$2.18M Buy
84,694
+16,353
+24% +$424K 1.3% 22
2018
Q2 		$1.77M Buy
68,341
+8,567
+14% +$236K 1.15% 27
2018
Q1 		$1.72M Buy
59,774
+1,800
+3% +$52.7K 1.17% 27
2017
Q4 		$1.62M Buy
57,974
+2,770
+5% +$76.4K 0.99% 33
2017
Q3 		$1.49M Buy
55,204
+2,087
+4% +$55.2K 0.96% 37
2017
Q2 		$1.32M Buy
53,117
+6,625
+14% +$163K 0.89% 38
2017
Q1 		$1.11M Buy
46,492
+3,809
+9% +$88.7K 0.78% 41
2016
Q4 		$920K Buy
42,683
+20,876
+96% +$467K 0.7% 46
2016
Q3 		$502K Buy
21,807
+6,813
+45% +$154K 0.4% 77
2016
Q2 		$319K Buy
14,994
+2,738
+22% +$56.3K 0.27% 91
2016
Q1 		$255K Buy
+12,256
New +$230K 0.22% 94

Other funds holding SCHE

R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return
BWM
Boyd Wealth Management Sacramento, California $264M AUM 18.15% 1-Year Est. Return

Boltwood Capital Management's SCHE Position: Q2 2026 in Review

Boltwood Capital Management increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 3.3% in Q2 2026, buying an estimated $301K and bringing the position to 264,128 shares worth $9.58M. The position accounts for 2.19% of the portfolio, ranked #10.

Boltwood Capital Management first reported a position in SCHE in Q1 2016 and has held it in 42 quarters since. 281 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Boltwood Capital Management held 264,128 shares of Schwab Emerging Markets Equity ETF worth $9.58M as of Q2 2026.
  • Boltwood Capital Management bought 8,433 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $301K.
  • Schwab Emerging Markets Equity ETF made up 2.19% of Boltwood Capital Management's portfolio in Q2 2026, its #10 holding.
  • Boltwood Capital Management first reported a position in Schwab Emerging Markets Equity ETF in Q1 2016 and has held it in 42 quarters since.
  • 281 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Boltwood Capital Management's 13F filing for Q2 2026, filed 6 Jul 2026.