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Brightwater Advisory’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Brightwater Advisory’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
Q1 		$5.56M Buy
168,597
+8,138
+5% +$278K 3.67% 11
2025
Q4 		$5.26M Buy
160,459
+378
+0.2% +$12.6K 3.55% 10
2025
Q3 		$5.34M Sell
160,081
-972
-0.6% -$30.6K 3.67% 10
2025
Q2 		$4.85M Sell
161,053
-816
-0.5% -$23.1K 3.49% 10
2025
Q1 		$4.46M Sell
161,869
-589
-0.4% -$16.1K 3.53% 10
2024
Q4 		$4.33M Sell
162,458
-8,698
-5% -$246K 3.39% 13
2024
Q3 		$4.99M Sell
171,156
-4,614
-3% -$125K 3.68% 10
2024
Q2 		$4.67M Buy
175,770
+4,494
+3% +$117K 3.61% 10
2024
Q1 		$4.32M Sell
171,276
-3,377
-2% -$83K 3.47% 12
2023
Q4 		$4.33M Buy
+174,653
New +$4.2M 3.66% 11

Other funds holding SCHE

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Brightwater Advisory's SCHE Position: Q1 2026 in Review

Brightwater Advisory increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 5.1% in Q1 2026, buying an estimated $278K and bringing the position to 168,597 shares worth $5.56M. The position accounts for 3.67% of the portfolio, ranked #11.

Brightwater Advisory first reported a position in SCHE in Q4 2023 and has held it in 10 quarters since. 865 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Brightwater Advisory held 168,597 shares of Schwab Emerging Markets Equity ETF worth $5.56M as of Q1 2026.
  • Brightwater Advisory bought 8,138 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $278K.
  • Schwab Emerging Markets Equity ETF made up 3.67% of Brightwater Advisory's portfolio in Q1 2026, its #11 holding.
  • Brightwater Advisory first reported a position in Schwab Emerging Markets Equity ETF in Q4 2023 and has held it in 10 quarters since.
  • 865 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Brightwater Advisory's 13F filing for Q1 2026, filed 1 May 2026.