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

Boyd 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 		$16.9M Buy
465,589
+234,196
+101% +$8.36M 6.39% 4
2026
Q1 		$7.62M Buy
231,393
+1,363
+0.6% +$46.5K 3.22% 10
2025
Q4 		$7.53M Sell
230,030
-242,985
-51% -$8.1M 3.19% 11
2025
Q3 		$15.8M Buy
473,015
+250,491
+113% +$7.89M 6.8% 5
2025
Q2 		$6.71M Buy
222,524
+7,134
+3% +$202K 2.9% 10
2025
Q1 		$5.94M Sell
215,390
-251,322
-54% -$6.88M 2.96% 9
2024
Q4 		$12.4M Buy
466,712
+256,497
+122% +$7.24M 6.13% 5
2024
Q3 		$6.13M Sell
210,215
-181,312
-46% -$4.91M 3.11% 10
2024
Q2 		$10.4M Buy
391,527
+202,072
+107% +$5.27M 5.74% 6
2024
Q1 		$4.78M Sell
189,455
-172,059
-48% -$4.23M 2.73% 11
2023
Q4 		$8.96M Buy
361,514
+250,039
+224% +$6.01M 5.57% 7
2023
Q3 		$2.67M Sell
111,475
-103,751
-48% -$2.57M 1.79% 14
2023
Q2 		$5.3M Sell
215,226
-97,607
-31% -$2.39M 3.22% 12
2023
Q1 		$7.67M Buy
312,833
+214,654
+219% +$5.32M 5.32% 9
2022
Q4 		$2.32M Sell
98,179
-12,833
-12% -$299K 1.71% 14
2022
Q3 		$2.49M Sell
111,012
-6,603
-6% -$163K 1.99% 12
2022
Q2 		$2.98M Sell
117,615
-128,194
-52% -$3.35M 2.44% 12
2022
Q1 		$6.83M Buy
245,809
+28,515
+13% +$825K 5.1% 8
2021
Q4 		$6.44M Buy
+217,294
New +$6.64M 4.67% 8

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
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

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

Boyd Wealth Management increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 101% in Q2 2026, buying an estimated $8.36M and bringing the position to 465,589 shares worth $16.9M. The position accounts for 6.39% of the portfolio, ranked #4.

Boyd Wealth Management first reported a position in SCHE in Q4 2021 and has held it in 19 quarters since. 186 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Boyd Wealth Management held 465,589 shares of Schwab Emerging Markets Equity ETF worth $16.9M as of Q2 2026.
  • Boyd Wealth Management bought 234,196 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $8.36M.
  • Schwab Emerging Markets Equity ETF made up 6.39% of Boyd Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Boyd Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2021 and has held it in 19 quarters since.
  • 186 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Boyd Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.