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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
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
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 $94.2B AUM 21.24% 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 $10B AUM 15.14% 1-Year Est. Return

BWM Planning's SCHE Position: Q1 2026 in Review

BWM Planning held its Schwab Emerging Markets Equity ETF (SCHE) position steady in Q1 2026 at 17,828 shares worth $587K. The position accounts for 0.15% of the portfolio, ranked #56.

BWM Planning first reported a position in SCHE in Q3 2024 and has held it in 7 quarters since. The position peaked at $595K in Q3 2025. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • BWM Planning held 17,828 shares of Schwab Emerging Markets Equity ETF worth $587K as of Q1 2026.
  • BWM Planning left its Schwab Emerging Markets Equity ETF share count unchanged in Q1 2026.
  • Schwab Emerging Markets Equity ETF made up 0.15% of BWM Planning's portfolio in Q1 2026, its #56 holding.
  • BWM Planning first reported a position in Schwab Emerging Markets Equity ETF in Q3 2024 and has held it in 7 quarters since.
  • BWM Planning's Schwab Emerging Markets Equity ETF position peaked at $595K in Q3 2025.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on BWM Planning's 13F filing for Q1 2026, filed 22 Apr 2026.