BSHC
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Breed's Hill Capital’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Breed's Hill Capital’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
2025
Q2 		$2.36M Hold
78,457
– – 1.14% 17
2025
Q1 		$2.16M Hold
78,457
– – 1.17% 17
2024
Q4 		$2.09M Hold
78,457
– – 1.09% 18
2024
Q3 		$2.29M Hold
78,457
– – 1.88% 13
2024
Q2 		$2.08M Hold
78,457
– – 1.85% 13
2024
Q1 		$1.98M Sell
78,457
-2,025
-3% -$49.8K 1.82% 13
2023
Q4 		$2M Buy
+80,482
New +$1.94M 1.93% 12

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SAG
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Northwestern Mutual Wealth Management
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US Bancorp
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return