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Schwab Emerging Markets Equity ETF (SCHE) Institutional Ownership

Schwab Emerging Markets Equity ETF logo
$36.74 -0.12 (-0.33%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Schwab Emerging Markets Equity ETF (NYSEARCA:SCHE)

Number of
Institutional Buyers
(last 12 months)
474
Total
Institutional Inflows
(last 12 months)
$739.78M
Number of
Institutional Sellers
(last 12 months)
320
Total
Institutional Outflows
(last 12 months)
$377.28M
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SCHE Institutional Buying and Selling by Quarter

Schwab Emerging Markets Equity ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/12/2026 Compass Financial Management LLC1,464$53K0.0%N/A0.000%
7/10/2026 JFS Wealth Advisors LLC148,818$5.40M0.3%-9.9%0.043%
7/10/2026 Stonekeep Investments LLC114,773$4.16M2.4%+0.7%0.033%
7/10/2026 Charles Schwab Trust Co1,651,919$59.90M3.3%+138.7%0.474%
7/10/2026 Carolina Wealth Advisors LLC5,980$217K0.1%-5.0%0.002%
7/10/2026 FC Advisory LLC21,140$767K0.2%-3.1%0.006%
7/10/2026 Wealthcare Advisory Partners LLC6,682$242K0.0%N/A0.002%
7/9/2026 Focus Financial Network Inc.70,319$2.55M0.1%+5.9%0.020%
7/9/2026 Everhart Financial Group Inc.24,743$897K0.1%-5.8%0.007%
7/9/2026 Sax Wealth Advisors LLC32,684$1.19M0.0%+167.2%0.009%
7/9/2026 Adamsbrown Wealth Consultants LLC142,657$5.17M1.0%-3.4%0.041%
7/9/2026 Sunburst Financial Group LLC32,549$1.18M0.2%-1.4%0.009%
7/9/2026 Valeo Financial Advisors LLC59,906$2.17M0.0%+4.3%0.017%
7/9/2026 Worth Asset Management LLC35,511$1.29M0.4%+80.6%0.010%
7/8/2026 3 Factor Indexing LLC17,309$628K0.5%-2.9%0.005%
7/8/2026 Sonoma Allocations LLC95,877$3.80M1.4%N/A0.028%
7/8/2026 Factor Wealth Management LTD7,635$277K0.0%-10.7%0.002%
7/8/2026 ACT Wealth Management LLC16,953$615K0.2%+1.9%0.005%
7/8/2026 Shearwater Capital LLC5,630$204K0.1%N/A0.002%
7/8/2026 Apella Capital LLC22,356$800K0.0%+20.5%0.006%
7/8/2026 Evanson Financial LLC13,547$491K0.0%N/A0.004%
7/8/2026 Hardin Capital Partners LLC13,458$488K0.2%+5.3%0.004%
7/8/2026 Thrive Wealth Management LLC16,411$595K0.1%+57.7%0.005%
7/7/2026 Pioneer Wealth Management Group105,175$3.81M0.9%-5.6%0.030%
7/7/2026 Foster Group Inc.49,883$1.81M0.0%+5.4%0.014%
7/7/2026 Balefire LLC17,822$646K0.1%-14.7%0.005%
7/7/2026 Dynamic Advisor Solutions LLC11,855$430K0.0%+41.5%0.003%
7/7/2026 Prota Financial LLC140,368$5.05M3.3%N/A0.040%
7/7/2026 Arlington Trust Co LLC698$25K0.0%-85.4%0.000%
7/7/2026 CoreCap Advisors LLC67,433$2.45M0.1%-7.2%0.019%
7/7/2026 Howard Financial Services LTD.81,218$2.95M0.3%-0.7%0.023%
7/6/2026 Bangor Savings Bank196,346$7.12M0.5%+4.1%0.056%
7/6/2026 Boltwood Capital Management264,128$9.58M2.2%+3.3%0.076%
6/23/2026 Ballast Advisors LLC274,403$9.04M2.6%+2.1%0.079%
6/16/2026Steelhead Wealth Management LLC9,199$303K0.2%N/A0.003%
6/16/2026Empowered Funds LLC6,128$202K0.0%-17.4%0.002%
6/10/2026 FAS Wealth Partners Inc.80,219$2.64M0.2%-6.3%0.023%
6/3/2026 Stillwater Private Wealth LLC12,903$425K0.4%N/A0.004%
6/3/2026DV Trading LLC9,000$297K0.0%N/A0.003%
6/3/2026 NewEdge Advisors LLC66,141$2.18M0.0%-7.7%0.019%
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6/1/2026 Financial Solutions Advisory Group Inc.40,103$1.32M0.2%N/A0.011%
5/27/2026Tenret Co LLC51,789$1.71M0.8%+0.7%0.015%
5/27/2026 Allen Capital Group LLC72,869$2.40M0.2%+6.0%0.021%
5/21/2026 J. Derek Lewis & Associates Inc.33,499$1.10M0.2%+1.6%0.010%
5/20/2026 Arete Wealth Advisors LLC17,358$572K0.0%-50.7%0.005%
5/19/2026 Front Row Advisors LLC11,244$370K0.1%+9.7%0.003%
5/19/2026Western Wealth Management LLC1,918$63K0.0%N/A0.001%
5/19/2026 Orographic Financial Advisors LLC18,048$594K0.4%N/A0.005%
5/19/2026 Paragon Private Wealth Management LLC10,704$353K0.1%-4.1%0.003%
5/19/2026Bank of America Corp DE343,290$11.31M0.0%+23.7%0.098%
5/19/2026Vestwell Advisors LLC2,476$82K0.0%N/A0.001%
5/19/2026 Chesapeake Wealth Management78,778$2.60M0.8%+2.0%0.023%
5/19/2026 Arete Wealth Advisors LLC17,358$572K0.0%-50.7%0.005%
5/18/2026Sunbelt Securities Inc.138,025$4.55M0.3%+5.0%0.040%
5/18/2026 EverSource Wealth Advisors LLC26,904$886K0.0%-9.6%0.008%
5/18/2026Royal Bank of Canada299,735$9.88M0.0%-17.9%0.086%
5/18/2026Empowered Funds LLC6,128$202K0.0%-17.4%0.002%
5/16/2026 Quantinno Capital Management LP117,395$3.87M0.0%+28.5%0.034%
5/15/2026 Vawter Financial Ltd.22,445$740K0.3%-22.0%0.006%
5/15/2026Waverly Advisors LLC1,042,983$34.37M0.3%+105.8%0.299%
5/15/2026Vivaldi Capital Management LP126,019$4.15M0.6%+0.9%0.036%
5/14/2026 Renaissance Technologies LLC46,200$1.52M0.0%N/A0.013%
5/14/2026Rockbridge Investment Management LCC156,494$5.16M0.5%-2.3%0.045%
5/14/2026 Compound Planning Inc.12,243$403K0.0%+10.6%0.004%
5/14/2026Modern Wealth Management LLC14,506$479K0.0%-12.1%0.004%
5/14/2026 Greenline Wealth Management LLC7,371$243K0.3%N/A0.002%
5/14/2026 Lido Advisors LLC14,043$463K0.0%-11.5%0.004%
5/13/2026 Cetera Investment Advisers847,101$27.91M0.0%+1.3%0.243%
5/13/2026 Wealthspire Retirement LLC13,446$443K0.0%-8.7%0.004%
5/13/2026 Clearwater Capital Advisors LLC26,785$883K0.1%-1.3%0.008%
5/13/2026 WealthCollab LLC4,962$163K0.1%-28.6%0.001%
5/12/2026 Fortis Capital Management LLC151,572$4.99M0.5%+9.0%0.043%
5/12/2026 Clal Insurance Enterprises Holdings Ltd8,486$280K0.0%-18.5%0.002%
5/8/2026 HORAN Wealth LLC19,597$646K0.1%+8.1%0.006%
5/8/2026 JMG Financial Group Ltd.942,824$31.07M0.9%-2.3%0.270%
5/7/2026 Van Strum & Towne Inc.13,261$437K0.1%+5.7%0.004%
5/7/2026 Meeder Advisory Services Inc.15,810$521K0.0%-12.5%0.005%
5/7/2026 Lowe Brockenbrough & Co. Inc.35,568$1.17M0.1%-3.1%0.010%
5/7/2026 Balefire LLC20,890$688K0.1%+4.0%0.006%
5/7/2026 Windward Private Wealth Management Inc.39,330$1.30M0.4%-0.9%0.011%
5/7/2026 White & Co Financial Planning Inc132,615$4.37M3.1%+1.8%0.038%
5/6/2026 Bartlett & CO. Wealth Management LLC118,151$4.22M0.1%-1.6%0.034%
5/6/2026 Zhang Financial LLC14,142$466K0.0%+86.5%0.004%
5/6/2026 Modera Wealth Management LLC42,572$1.40M0.0%-5.9%0.012%
5/5/2026 Wealthfront Advisers LLC18,336$604K0.0%+5.6%0.005%
5/5/2026 RFG Bristol Wealth Advisors LLC375,633$12.38M3.3%+13.3%0.108%
5/5/2026 Bank of New York Mellon Corp195,630$6.45M0.0%+69.7%0.056%
5/5/2026 Geneos Wealth Management Inc.246,807$8.13M0.2%+0.2%0.071%
5/5/2026 Ethos Financial Group LLC128,841$4.25M0.3%+4.0%0.037%
5/5/2026 SouthState Bank Corp4,409$145K0.0%+13.0%0.001%
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5/5/2026 Sanctuary Advisors LLC1,909,261$62.91M0.3%+1.9%0.547%
5/5/2026 Sterling Investment Advisors Ltd.6,445$212K0.0%N/A0.002%
5/5/2026 Sigma Planning Corp23,995$791K0.0%-5.5%0.007%
5/5/2026 Broadview Financial Management LLC23,899$787K0.5%-11.8%0.007%
5/5/2026 Avantax Planning Partners Inc.8,324$274K0.0%-5.3%0.002%
5/4/2026 Retirement Planning Group LLC13,947$460K0.0%-2.2%0.004%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management450,361$14.84M0.3%-3.6%0.129%
5/4/2026 Bleakley Financial Group LLC95,378$3.14M0.0%-0.7%0.027%
5/4/2026 WJ Financial Advisors LLC34,009$1.12M0.9%+13.9%0.010%
5/4/2026 Principal Financial Group Inc.44,627$1.47M0.0%N/A0.013%


SCHE Institutional Ownership - Frequently Asked Questions

During the previous two years, 853 institutional investors and hedge funds held shares of Schwab Emerging Markets Equity ETF. The most heavily invested institutionals were Creative Planning ($638.22M), Financial Engines Advisors L.L.C. ($530.92M), HighTower Advisors LLC ($316.45M), US Bancorp DE ($214.30M), SageView Advisory Group LLC ($123.81M), Northwestern Mutual Wealth Management Co. ($113.45M), and Morgan Stanley ($76.13M).Learn more on Schwab Emerging Markets Equity ETF's institutional investors.

Of the 710 institutional investors that purchased Schwab Emerging Markets Equity ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: US Bancorp DE ($9.64M), HighTower Advisors LLC ($2.90M), Rakuten Investment Management Inc. ($2.25M), Northwestern Mutual Wealth Management Co. ($1.75M), Corient Private Wealth LLC ($1.69M), JPMorgan Chase & Co. ($1.46M), and Charles Schwab Trust Co ($1.17M).

Institutional investors have bought a total of 22,444,244 shares in the last 24 months. This purchase volume represents approximately $739.78M in transactions.

Of the 318 institutional investors that sold Schwab Emerging Markets Equity ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Financial Engines Advisors L.L.C. ($1.39M), Envestnet Asset Management Inc. ($1.28M), Wealthspire Advisors LLC ($887.21K), Corient Private Wealth LLC ($835.50K), HighTower Advisors LLC ($782.75K), HBK Sorce Advisory LLC ($657.30K), and BlueSky Wealth Advisors LLC ($570.62K).

Institutional investors have sold a total of 11,497,979 shares in the last 24 months. This volume of shares sold represents approximately $377.28M in transactions.



Institutional ownership data for NYSEARCA:SCHE is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/12/2026. New 13F filings are added each quarter as they're published.
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