Boyd Wealth Management
SCHE icon

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
Q3 		$8.86M Sell
243,162
-222,427
-48% -$8.12M 3.1% 10
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

Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Rainey & Randall Wealth Advisors
Rainey & Randall Wealth Advisors Celebration, Florida $698M AUM 11.67% 1-Year Est. Return
93 Financial Group
93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return
TruNorth Capital Management
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

Boyd Wealth Management's SCHE Position: Q3 2026 in Review

Boyd Wealth Management reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 48% in Q3 2026, selling an estimated $8.12M and leaving 243,162 shares worth $8.86M. The position accounts for 3.1% of the portfolio, ranked #10.

Boyd Wealth Management first reported a position in SCHE in Q4 2021 and has held it in 20 quarters since. The position peaked at $16.9M in Q2 2026. 347 funds tracked by Wall St. Rank hold SCHE as of Q3 2026.

  • Boyd Wealth Management held 243,162 shares of Schwab Emerging Markets Equity ETF worth $8.86M as of Q3 2026.
  • Boyd Wealth Management sold 222,427 Schwab Emerging Markets Equity ETF shares in Q3 2026, an estimated $8.12M.
  • Schwab Emerging Markets Equity ETF made up 3.1% of Boyd Wealth Management's portfolio in Q3 2026, its #10 holding.
  • Boyd Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2021 and has held it in 20 quarters since.
  • Boyd Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $16.9M in Q2 2026.
  • 347 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2026.

Based on Boyd Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.