BSW Wealth Partners’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

BSW Wealth Partners’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	$397K	Sell	10,953 -60	-0.5%	-$2.14K	0.04%	207
2026 Q1	$363K	Buy	11,013 +835	+8%	+$28.5K	0.04%	219
2025 Q4	$333K	Sell	10,178 -920	-8%	-$30.7K	0.04%	226
2025 Q3	$370K	Sell	11,098 -299	-3%	-$9.42K	0.05%	219
2025 Q2	$344K	Sell	11,397 -1,421	-11%	-$40.2K	0.05%	219
2025 Q1	$353K	Buy	12,818 +142	+1%	+$3.89K	0.05%	209
2024 Q4	$338K	Sell	12,676 -214	-2%	-$6.04K	0.05%	214
2024 Q3	$376K	Sell	12,890 -2,110	-14%	-$57.1K	0.06%	196
2024 Q2	$398K	Sell	15,000 -11,792	-44%	-$307K	0.07%	163
2024 Q1	$677K	Sell	26,792 -2,979	-10%	-$73.2K	0.11%	108
2023 Q4	$738K	Sell	29,771 -1,420	-5%	-$34.1K	0.15%	92
2023 Q3	$747K	Buy	31,191 +127	+0.4%	+$3.15K	0.17%	79
2023 Q2	$765K	Buy	31,064 +145	+0.5%	+$3.54K	0.16%	85
2023 Q1	$758K	Buy	30,919 +411	+1%	+$10.2K	0.16%	97
2022 Q4	$722K	Sell	30,508 -8,008	-21%	-$186K	0.16%	90
2022 Q3	$863K	Sell	38,516 -377	-1%	-$9.32K	0.21%	62
2022 Q2	$987K	Sell	38,893 -9,845	-20%	-$257K	0.24%	58
2022 Q1	$1.35M	Buy	48,738 +403	+0.8%	+$11.7K	0.34%	43
2021 Q4	$1.43M	Buy	48,335 +1,622	+3%	+$49.6K	0.36%	42
2021 Q3	$1.42M	Sell	46,713 -83	-0.2%	-$2.59K	0.4%	34
2021 Q2	$1.54M	Buy	46,796 +2,402	+5%	+$77.9K	0.42%	33
2021 Q1	$1.41M	Sell	44,394 -29	-0.1%	-$945	0.41%	34
2020 Q4	$1.36M	Sell	44,423 -3,038	-6%	-$88.1K	0.42%	31
2020 Q3	$1.27M	Sell	47,461 -1,219	-3%	-$32.6K	0.48%	28
2020 Q2	$1.19M	Buy	48,680 +2,152	+5%	+$48.9K	0.4%	33
2020 Q1	$963K	Sell	46,528 -4,077	-8%	-$102K	0.4%	33
2019 Q4	$1.39M	Sell	50,605 -1,614	-3%	-$42.5K	0.47%	28
2019 Q3	$1.31M	Sell	52,219 -699	-1%	-$17.8K	0.5%	25
2019 Q2	$1.39M	Sell	52,918 -5,333	-9%	-$138K	0.53%	27
2019 Q1	$1.51M	Sell	58,251 -8,811	-13%	-$223K	0.6%	26
2018 Q4	$1.58M	Buy	67,062 +2,375	+4%	+$57.5K	0.6%	29
2018 Q3	$1.66M	Buy	64,687 +3,331	+5%	+$86.3K	0.63%	20
2018 Q2	$1.59M	Buy	61,356 +268	+0.4%	+$7.37K	0.69%	21
2018 Q1	$1.75M	Buy	61,088 +86	+0.1%	+$2.52K	0.79%	18
2017 Q4	$1.7M	Buy	61,002 +1,419	+2%	+$39.1K	0.71%	20
2017 Q3	$1.6M	Sell	59,583 -12,272	-17%	-$325K	0.7%	18
2017 Q2	$1.79M	Buy	71,855 +2,314	+3%	+$56.9K	0.81%	17
2017 Q1	$1.67M	Sell	69,541 -12,583	-15%	-$293K	0.83%	17
2016 Q4	$1.77M	Buy	82,124 +81,553	+14,282%	+$1.83M	0.92%	15
2016 Q3	$24.8K	Sell	571 -19,763	-97%	-$446K	0.85%	18
2016 Q2	$433K	Buy	20,334 +5,816	+40%	+$120K	0.24%	41
2016 Q1	$302K	Buy	+14,518	New	+$273K	0.17%	49
2015 Q1	–	Sell	-20,213	Closed	-$483K	–	55
2014 Q4	$483K	Buy	+20,213	New	+$505K	0.39%	33

Other funds holding SCHE

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

BWM

Boyd Wealth Management Sacramento, California $264M AUM 18.15% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

BSW Wealth Partners's SCHE Position: Q2 2026 in Review

BSW Wealth Partners reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 0.54% in Q2 2026, selling an estimated $2.14K and leaving 10,953 shares worth $397K. The position accounts for 0.04% of the portfolio, ranked #207.

BSW Wealth Partners first reported a position in SCHE in Q4 2014 and has held it in 43 quarters since. The position peaked at $1.79M in Q2 2017. 186 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

BSW Wealth Partners held 10,953 shares of Schwab Emerging Markets Equity ETF worth $397K as of Q2 2026.
BSW Wealth Partners sold 60 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $2.14K.
Schwab Emerging Markets Equity ETF made up 0.04% of BSW Wealth Partners's portfolio in Q2 2026, its #207 holding.
BSW Wealth Partners first reported a position in Schwab Emerging Markets Equity ETF in Q4 2014 and has held it in 43 quarters since.
BSW Wealth Partners's Schwab Emerging Markets Equity ETF position peaked at $1.79M in Q2 2017.
186 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.