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

Bullock 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 		$742K Buy
20,615
+112
+0.5% +$4K 0.32% 76
2026
Q1 		$677K Buy
20,503
+266
+1% +$9.08K 0.34% 72
2025
Q4 		$663K Buy
20,237
+167
+0.8% +$5.57K 0.32% 74
2025
Q3 		$674K Sell
20,070
-202
-1% -$6.36K 0.34% 73
2025
Q2 		$613K Sell
20,272
-1,953
-9% -$55.3K 0.32% 77
2025
Q1 		$616K Sell
22,225
-58
-0.3% -$1.59K 0.34% 68
2024
Q4 		$593K Buy
22,283
+528
+2% +$14.9K 0.35% 64
2024
Q3 		$641K Buy
21,755
+454
+2% +$12.3K 0.39% 66
2024
Q2 		$567K Buy
21,301
+367
+2% +$9.56K 0.37% 68
2024
Q1 		$531K Buy
+20,934
New +$514K 0.36% 75

Other funds holding SCHE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bullock Wealth Management increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 0.55% in Q2 2026, buying an estimated $4K and bringing the position to 20,615 shares worth $742K. The position accounts for 0.32% of the portfolio, ranked #76.

Bullock Wealth Management first reported a position in SCHE in Q1 2024 and has held it in 10 quarters since. 899 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Bullock Wealth Management held 20,615 shares of Schwab Emerging Markets Equity ETF worth $742K as of Q2 2026.
  • Bullock Wealth Management bought 112 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $4K.
  • Schwab Emerging Markets Equity ETF made up 0.32% of Bullock Wealth Management's portfolio in Q2 2026, its #76 holding.
  • Bullock Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q1 2024 and has held it in 10 quarters since.
  • 899 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.