Johnson Bixby & Associates’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Johnson Bixby & Associates’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	$1.37M	Buy	37,747 +196	+0.5%	+$7K	0.15%	46
2026 Q1	$1.24M	Sell	37,551 -2,262	-6%	-$77.2K	0.15%	47
2025 Q4	$1.3M	Sell	39,813 -1,771	-4%	-$59.1K	0.16%	45
2025 Q3	$1.39M	Sell	41,584 -721	-2%	-$22.7K	0.18%	40
2025 Q2	$1.28M	Sell	42,305 -3,491	-8%	-$98.8K	0.18%	41
2025 Q1	$1.26M	Sell	45,796 -3,348	-7%	-$91.6K	0.19%	44
2024 Q4	$1.31M	Sell	49,144 -9,511	-16%	-$269K	0.2%	41
2024 Q3	$1.71M	Sell	58,655 -5,421	-8%	-$147K	0.26%	35
2024 Q2	$1.7M	Sell	64,076 -17,401	-21%	-$454K	0.29%	33
2024 Q1	$2.06M	Sell	81,477 -5,376	-6%	-$132K	0.36%	31
2023 Q4	$2.15M	Sell	86,853 -4,044	-4%	-$97.2K	0.41%	32
2023 Q3	$2.18M	Sell	90,897 -2,519	-3%	-$62.4K	0.45%	28
2023 Q2	$2.3M	Sell	93,416 -8,227	-8%	-$201K	0.48%	30
2023 Q1	$2.49M	Sell	101,643 -7,216	-7%	-$179K	0.55%	28
2022 Q4	$2.58M	Sell	108,859 -13,021	-11%	-$303K	0.6%	25
2022 Q3	$2.73M	Sell	121,880 -18,412	-13%	-$455K	0.69%	25
2022 Q2	$3.56M	Sell	140,292 -8,572	-6%	-$224K	0.87%	24
2022 Q1	$4.13M	Sell	148,864 -26,123	-15%	-$756K	1.07%	19
2021 Q4	$5.18M	Sell	174,987 -85	-0%	-$2.6K	1.37%	17
2021 Q3	$5.34M	Sell	175,072 -3,455	-2%	-$108K	1.54%	17
2021 Q2	$5.41M	Sell	178,527 -15,549	-8%	-$504K	1.56%	16
2021 Q1	$6.17M	Sell	194,076 -19,576	-9%	-$638K	1.95%	14
2020 Q4	$6.55M	Buy	+213,652	New	+$6.2M	2.17%	15

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 $103B AUM 28.65% 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

Johnson Bixby & Associates's SCHE Position: Q2 2026 in Review

Johnson Bixby & Associates increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 0.52% in Q2 2026, buying an estimated $7K and bringing the position to 37,747 shares worth $1.37M. The position accounts for 0.15% of the portfolio, ranked #46.

Johnson Bixby & Associates first reported a position in SCHE in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.55M in Q4 2020. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Johnson Bixby & Associates held 37,747 shares of Schwab Emerging Markets Equity ETF worth $1.37M as of Q2 2026.
Johnson Bixby & Associates bought 196 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $7K.
Schwab Emerging Markets Equity ETF made up 0.15% of Johnson Bixby & Associates's portfolio in Q2 2026, its #46 holding.
Johnson Bixby & Associates first reported a position in Schwab Emerging Markets Equity ETF in Q4 2020 and has held it in 23 quarters since.
Johnson Bixby & Associates's Schwab Emerging Markets Equity ETF position peaked at $6.55M in Q4 2020.
892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Johnson Bixby & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.