BWM Planning’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

BWM Planning’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	$544K	Sell	14,997 -2,831	-16%	-$101K	0.13%	63
2026 Q1	$587K	Hold	17,828	–	–	0.15%	56
2025 Q4	$584K	Hold	17,828	–	–	0.16%	59
2025 Q3	$595K	Hold	17,828	–	–	0.18%	56
2025 Q2	$537K	Hold	17,828	–	–	0.19%	54
2025 Q1	$492K	Hold	17,828	–	–	0.21%	55
2024 Q4	$475K	Hold	17,828	–	–	0.21%	58
2024 Q3	$520K	Buy	+17,828	New	+$483K	0.23%	57

Other funds holding SCHE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BWM Planning's SCHE Position: Q2 2026 in Review

BWM Planning reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 16% in Q2 2026, selling an estimated $101K and leaving 14,997 shares worth $544K. The position accounts for 0.13% of the portfolio, ranked #63.

BWM Planning first reported a position in SCHE in Q3 2024 and has held it in 8 quarters since. The position peaked at $595K in Q3 2025. 896 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

BWM Planning held 14,997 shares of Schwab Emerging Markets Equity ETF worth $544K as of Q2 2026.
BWM Planning sold 2,831 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $101K.
Schwab Emerging Markets Equity ETF made up 0.13% of BWM Planning's portfolio in Q2 2026, its #63 holding.
BWM Planning first reported a position in Schwab Emerging Markets Equity ETF in Q3 2024 and has held it in 8 quarters since.
BWM Planning's Schwab Emerging Markets Equity ETF position peaked at $595K in Q3 2025.
896 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on BWM Planning's 13F filing for Q2 2026, filed 23 Jul 2026.