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Curbstone Financial Management Corp’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Curbstone Financial Management Corp’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 		$3.3M Sell
91,144
-600
-0.7% -$21.4K 0.56% 43
2026
Q1 		$3.02M Buy
91,744
+244
+0.3% +$8.33K 0.58% 43
2025
Q4 		$3M Buy
91,500
+4,650
+5% +$155K 0.57% 44
2025
Q3 		$2.9M Hold
86,850
– – 0.56% 44
2025
Q2 		$2.62M Sell
86,850
-1,950
-2% -$55.2K 0.54% 46
2025
Q1 		$2.45M Sell
88,800
-100
-0.1% -$2.74K 0.52% 50
2024
Q4 		$2.37M Sell
88,900
-650
-0.7% -$18.4K 0.5% 47
2024
Q3 		$2.61M Buy
89,550
+200
+0.2% +$5.41K 0.56% 47
2024
Q2 		$2.37M Hold
89,350
– – 0.52% 48
2024
Q1 		$2.26M Sell
89,350
-900
-1% -$22.1K 0.49% 54
2023
Q4 		$2.24M Sell
90,250
-2,100
-2% -$50.5K 0.51% 51
2023
Q3 		$2.21M Buy
92,350
+750
+0.8% +$18.6K 0.55% 49
2023
Q2 		$2.26M Hold
91,600
– – 0.54% 49
2023
Q1 		$2.25M Sell
91,600
-400
-0.4% -$9.91K 0.55% 53
2022
Q4 		$2.18M Sell
92,000
-16,200
-15% -$377K 0.54% 51
2022
Q3 		$2.42M Sell
108,200
-2,500
-2% -$61.8K 0.6% 46
2022
Q2 		$2.81M Sell
110,700
-34,100
-24% -$891K 0.65% 42
2022
Q1 		$4.02M Sell
144,800
-3,100
-2% -$89.7K 0.74% 33
2021
Q4 		$4.38M Buy
147,900
+50
+0% +$1.53K 0.77% 33
2021
Q3 		$4.51M Hold
147,850
– – 0.85% 29
2021
Q2 		$4.86M Buy
147,850
+3,950
+3% +$128K 0.91% 27
2021
Q1 		$4.57M Buy
143,900
+29,600
+26% +$964K 0.91% 30
2020
Q4 		$3.5M Buy
114,300
+7,700
+7% +$223K 0.73% 39
2020
Q3 		$2.85M Sell
106,600
-8,050
-7% -$215K 0.68% 40
2020
Q2 		$2.79M Sell
114,650
-2,200
-2% -$50K 0.72% 38
2020
Q1 		$2.42M Buy
116,850
+550
+0.5% +$13.8K 0.73% 38
2019
Q4 		$3.18M Buy
116,300
+950
+0.8% +$25K 0.76% 37
2019
Q3 		$2.9M Sell
115,350
-8,600
-7% -$219K 0.74% 39
2019
Q2 		$3.25M Sell
123,950
-14,700
-11% -$381K 0.85% 33
2019
Q1 		$3.61M Sell
138,650
-1,650
-1% -$41.8K 0.98% 28
2018
Q4 		$3.3M Sell
140,300
-750
-0.5% -$18.2K 0.99% 25
2018
Q3 		$3.63M Buy
141,050
+2,970
+2% +$76.9K 0.95% 26
2018
Q2 		$3.58M Buy
138,080
+23,950
+21% +$658K 0.99% 26
2018
Q1 		$3.28M Buy
114,130
+63,090
+124% +$1.85M 0.93% 26
2017
Q4 		$1.43M Buy
51,040
+28,310
+125% +$781K 0.79% 33
2017
Q3 		$612K Buy
+22,730
New +$602K 0.18% 136

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 $103B AUM 28.65% 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

Curbstone Financial Management Corp's SCHE Position: Q2 2026 in Review

Curbstone Financial Management Corp reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 0.65% in Q2 2026, selling an estimated $21.4K and leaving 91,144 shares worth $3.3M. The position accounts for 0.56% of the portfolio, ranked #43.

Curbstone Financial Management Corp first reported a position in SCHE in Q3 2017 and has held it in 36 quarters since. The position peaked at $4.86M in Q2 2021. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Curbstone Financial Management Corp held 91,144 shares of Schwab Emerging Markets Equity ETF worth $3.3M as of Q2 2026.
  • Curbstone Financial Management Corp sold 600 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $21.4K.
  • Schwab Emerging Markets Equity ETF made up 0.56% of Curbstone Financial Management Corp's portfolio in Q2 2026, its #43 holding.
  • Curbstone Financial Management Corp first reported a position in Schwab Emerging Markets Equity ETF in Q3 2017 and has held it in 36 quarters since.
  • Curbstone Financial Management Corp's Schwab Emerging Markets Equity ETF position peaked at $4.86M in Q2 2021.
  • 892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Curbstone Financial Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.