Wilson & Boucher Capital Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Wilson & Boucher Capital 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 Q1	$531K	Hold	16,107	–	–	0.35%	69
2025 Q4	$527K	Buy	16,107 +12	+0.1%	+$400	0.35%	71
2025 Q3	$537K	Hold	16,095	–	–	0.35%	70
2025 Q2	$485K	Hold	16,095	–	–	0.34%	74
2025 Q1	$444K	Sell	16,095 -1,800	-10%	-$49.3K	0.33%	78
2024 Q4	$477K	Sell	17,895 -889	-5%	-$25.1K	0.34%	77
2024 Q3	$548K	Sell	18,784 -300	-2%	-$8.12K	0.38%	70
2024 Q2	$507K	Sell	19,084 -300	-2%	-$7.82K	0.39%	69
2024 Q1	$489K	Hold	19,384	–	–	0.39%	69
2023 Q4	$481K	Buy	19,384 +13	+0.1%	+$313	0.4%	70
2023 Q3	$464K	Hold	19,371	–	–	0.44%	61
2023 Q2	$477K	Buy	19,371 +2	+0%	+$49	0.43%	63
2023 Q1	$475K	Hold	19,369	–	–	0.46%	62
2022 Q4	$458K	Buy	19,369 +571	+3%	+$13.3K	0.47%	61
2022 Q3	$421K	Sell	18,798 -162	-0.9%	-$4K	0.49%	60
2022 Q2	$481K	Buy	18,960 +1	+0%	+$26	0.53%	59
2022 Q1	$526K	Sell	18,959 -100	-0.5%	-$2.89K	0.48%	62
2021 Q4	$565K	Buy	+19,059	New	+$582K	0.51%	60

Other funds holding SCHE

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Wilson & Boucher Capital Management's SCHE Position: Q1 2026 in Review

Wilson & Boucher Capital Management held its Schwab Emerging Markets Equity ETF (SCHE) position steady in Q1 2026 at 16,107 shares worth $531K. The position accounts for 0.35% of the portfolio, ranked #69.

Wilson & Boucher Capital Management first reported a position in SCHE in Q4 2021 and has held it in 18 quarters since. The position peaked at $565K in Q4 2021. 865 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

Wilson & Boucher Capital Management held 16,107 shares of Schwab Emerging Markets Equity ETF worth $531K as of Q1 2026.
Wilson & Boucher Capital Management left its Schwab Emerging Markets Equity ETF share count unchanged in Q1 2026.
Schwab Emerging Markets Equity ETF made up 0.35% of Wilson & Boucher Capital Management's portfolio in Q1 2026, its #69 holding.
Wilson & Boucher Capital Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2021 and has held it in 18 quarters since.
Wilson & Boucher Capital Management's Schwab Emerging Markets Equity ETF position peaked at $565K in Q4 2021.
865 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q1 2026, filed 18 May 2026.