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Schwab Emerging Markets Equity ETF (SCHE) Institutional Ownership

Schwab Emerging Markets Equity ETF logo
$36.18 -0.50 (-1.35%)
As of 02:14 PM Eastern
This is a fair market value price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Schwab Emerging Markets Equity ETF (NYSEARCA:SCHE)

Number of
Institutional Buyers
(last 12 months)
483
Total
Institutional Inflows
(last 12 months)
$700.34M
Number of
Institutional Sellers
(last 12 months)
320
Total
Institutional Outflows
(last 12 months)
$351.91M
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SCHE Institutional Buying and Selling by Quarter

Schwab Emerging Markets Equity ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/14/2026Roberts Wealth Advisors LLC67,434$2.46M0.5%-1.0%0.019%
10/14/2026XY Planning Network Inc.13,495$492K0.1%+128.0%0.004%
10/14/2026Ifrah Financial Services Inc.84,017$3.06M0.8%N/A0.024%
10/14/2026Cooke Wealth Management LLC12,434$453K0.4%-3.1%0.004%
10/14/2026Krilogy Financial LLC1,753,085$64.36M1.7%+0.9%0.500%
10/13/2026Twele Capital Management Inc.9,064$330K0.1%N/A0.003%
10/13/2026Clay Northam Wealth Management LLC48,281$1.76M0.8%-0.6%0.014%
10/13/2026Forvis Mazars Wealth Advisors LLC6,119$223K0.0%N/A0.002%
10/13/2026Koesten Hirschmann & Crabtree INC.94,812$3.46M1.4%-0.4%0.027%
10/13/2026Compass Financial Group INC SD25,445$927K0.1%+173.5%0.007%
10/13/2026Fragasso Financial Advisors Inc17,409$639K0.0%N/A0.005%
10/13/2026NorthCrest Asset Manangement LLC25,706$933K0.0%+2.7%0.007%
10/13/2026Avior Wealth Management LLC65,232$2.38M0.1%N/A0.019%
10/9/2026Fell Capital Management ADV6,200$226K0.2%N/A0.002%
10/9/2026RFG Bristol Wealth Advisors LLC395,636$14.42M3.5%+4.3%0.113%
10/9/2026GK Wealth Management LLC1,091$40K0.0%N/A0.000%
10/9/2026Balefire LLC13,511$492K0.1%-24.2%0.004%
10/9/2026Bullock Wealth Management Group20,912$758K0.3%+1.4%0.006%
10/9/2026Riversedge Advisors LLC8,986$328K0.0%+4.3%0.003%
10/9/2026Wedmont Private Capital259,628$9.43M0.2%-1.1%0.074%
10/9/2026Hardin Capital Partners LLC14,163$516K0.2%+5.2%0.004%
10/9/2026ACT Wealth Management LLC16,543$603K0.2%-2.4%0.005%
10/9/2026Prota Financial LLC152,541$5.53M3.5%+8.7%0.044%
10/9/2026Acropolis Investment Management LLC16,315$595K0.0%N/A0.005%
10/8/2026ZynergyRetirementPlanningLLC115,569$4.21M2.3%+0.7%0.033%
10/8/2026Hamilton Capital LLC110,485$4.03M0.2%N/A0.032%
10/8/2026Davis Capital Management999$36K0.0%+321.5%0.000%
10/8/2026Farther Finance Advisors LLC289,094$10.54M0.1%+44.5%0.082%
10/8/2026CoreCap Advisors LLC74,363$2.71M0.1%+10.3%0.021%
10/8/2026YHB Investment Advisors Inc.7,666$279K0.0%N/A0.002%
10/8/2026Apella Capital LLC27,836$1.02M0.0%+24.5%0.008%
10/8/2026Avidian Wealth Enterprises LLC7,113$259K0.0%N/A0.002%
10/8/2026Valeo Financial Advisors LLC58,350$2.13M0.0%-2.6%0.017%
10/8/2026Tactive Advisors LLC5,524$201K0.0%N/A0.002%
10/8/2026Peterson Wealth Advisors LLC8,436$307K0.0%+25.9%0.002%
10/7/2026Venture Visionary Partners LLC5,623$205K0.0%-11.0%0.002%
10/7/2026SigFig Wealth Management LLC325,726$11.87M0.3%-0.1%0.093%
10/7/2026Worth Asset Management LLC26,410$963K0.3%-25.6%0.008%
10/7/2026Great Waters Wealth Management8,479$309K0.0%-7.0%0.002%
10/6/2026Bangor Savings Bank175,406$6.39M0.5%N/A0.050%
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10/5/2026Tompkins Financial Corp1,418$52K0.0%N/A0.000%
10/5/2026FC Advisory LLC21,952$800K0.2%+3.8%0.006%
10/5/2026Heartwood Wealth Advisors LLC1,517,959$55.33M4.4%0.0%0.433%
10/2/2026 Marotta Asset Management126,952$4.63M0.8%-1.5%0.036%
10/2/2026 Boltwood Capital Management269,370$9.82M2.2%N/A0.077%
9/23/2026Envestnet Asset Management Inc.1,564,651$56.72M0.0%+2.7%0.446%
9/22/2026State Street Corp9,234$335K0.0%+8.8%0.003%
9/18/2026Security National Bank of Sioux City Iowa IA942$34K0.0%N/A0.000%
9/15/2026Anchor Investment Management LLC50,920$1.85M0.1%-13.6%0.015%
9/9/2026Sequoia Financial Advisors LLC81,637$2.96M0.0%-3.9%0.023%
9/9/2026Cahill Financial Advisors Inc.32,517$1.18M0.1%-6.7%0.009%
9/9/2026MCF Advisors LLC21,497$779K0.0%-5.3%0.006%
9/9/2026Gemmer Asset Management LLC382,946$13.89M0.9%+3.5%0.110%
9/9/2026Capital Analysts LLC82,960$3.01M0.1%+26.8%0.024%
9/9/2026Summit Financial Strategies Inc.11,819$429K0.0%-50.9%0.003%
9/9/2026NorthRock Partners LLC14,364$521K0.0%-11.8%0.004%
9/9/2026Integrated Wealth Concepts LLC50,120$1.82M0.0%+18.4%0.014%
9/9/2026RFG Advisory LLC23,943$868K0.0%-10.9%0.007%
9/9/2026NewEdge Advisors LLC64,534$2.34M0.0%-2.4%0.018%
9/9/2026IFP Advisors Inc45,469$1.65M0.0%+24.9%0.013%
9/9/2026Roble Belko & Company Inc8,177$296K0.0%-3.4%0.002%
9/9/2026XY Planning Network Inc.5,918$215K0.0%N/A0.002%
9/8/2026Allworth Financial LP62,240$2.26M0.0%+9.8%0.018%
9/8/2026Waverly Advisors LLC1,017,905$36.91M0.2%-2.4%0.292%
9/2/2026MLG Wealth Management DBA Pine Grove Financial Group5,707$207K0.0%N/A0.002%
9/2/2026Range Advisory LLC19,613$711K0.1%+37.7%0.006%
9/2/2026Capital & Planning LLC8,939$324K0.2%-49.3%0.003%
9/2/2026Citadel Advisors LLC7,934$288K0.0%-71.3%0.002%
8/27/2026Corient Private Wealth LP1,446,830$52.46M0.1%-3.6%0.414%
8/26/2026HORAN Wealth LLC18,000$653K0.1%-8.1%0.005%
8/23/2026Ameritas Advisory Services LLC13,865$503K0.0%+42.5%0.004%
8/23/2026Wedmont Private Capital262,436$9.58M0.3%-0.8%0.075%
8/23/2026Morling Financial Advisors LLC28,720$1.04M0.3%-2.3%0.008%
8/23/2026HB Wealth Management LLC44,676$1.62M0.0%+8.6%0.013%
8/23/2026Asset Allocation Strategies LLC121,251$4.40M0.7%+1.2%0.035%
8/23/2026Unique Wealth LLC6,851$248K0.0%-16.0%0.002%
8/22/2026Compass Financial Management LLC1,464$53K0.0%N/A0.000%
8/22/2026Timbuktu Capital Management LLC700$25K0.0%N/A0.000%
8/22/2026Strive Financial Group LLC75,180$2.73M1.2%+404.9%0.022%
8/22/2026Cooke Wealth Management LLC12,828$465K0.4%+2.7%0.004%
8/22/2026LifePlan Investment Advisors Inc.173,074$6.28M2.2%-1.9%0.050%
8/22/2026Concurrent Investment Advisors LLC44,481$1.61M0.0%+2.8%0.013%
8/22/2026Power Wealth Management LLC194,437$7.05M2.5%+1.7%0.056%
8/21/2026Fairway Financial LLC157,507$5.71M3.9%+0.5%0.045%
8/21/2026Athena Investment Management40,038$1.45M0.9%-14.0%0.011%
8/21/2026WorthPointe LLC64,417$2.34M0.6%+4.7%0.018%
8/21/2026Williams Financial LLC80,438$2.92M1.5%+5.4%0.023%
8/21/2026Thrive Wealth Management LLC16,411$595K0.1%+57.7%0.005%
8/21/2026Chesapeake Wealth Management80,879$2.93M0.8%+2.7%0.023%
8/20/2026Gill Capital Partners LLC1,932$70K0.0%-75.8%0.001%
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8/20/2026Orgel Wealth Management LLC2,198,585$79.72M1.5%+4.2%0.630%
8/12/2026Compass Financial Management LLC1,464$53K0.0%N/A0.000%
7/10/2026JFS Wealth Advisors LLC148,818$5.40M0.3%-9.9%0.043%
7/10/2026Stonekeep Investments LLC114,773$4.16M2.4%+0.7%0.033%
7/10/2026Charles Schwab Trust Co1,651,919$59.90M3.3%+138.7%0.474%
7/10/2026Carolina Wealth Advisors LLC5,980$217K0.1%-5.0%0.002%
7/10/2026FC Advisory LLC21,140$767K0.2%-3.1%0.006%
7/10/2026Wealthcare Advisory Partners LLC6,682$242K0.0%N/A0.002%
7/9/2026Focus Financial Network Inc.70,319$2.55M0.1%+5.9%0.020%
7/9/2026Everhart Financial Group Inc.24,743$897K0.1%-5.8%0.007%


SCHE Institutional Ownership - Frequently Asked Questions

During the previous two years, 861 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 Orgel Wealth Management LLC ($79.72M).Learn more on Schwab Emerging Markets Equity ETF's institutional investors.

Of the 727 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. ($1.74M), Corient Private Wealth LLC ($1.69M), JPMorgan Chase & Co. ($1.46M), and Charles Schwab Trust Co ($1.10M).

Institutional investors have bought a total of 20,910,165 shares in the last 24 months. This purchase volume represents approximately $700.34M in transactions.

Of the 319 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), HighTower Advisors LLC ($782.75K), HBK Sorce Advisory LLC ($657.30K), BlueSky Wealth Advisors LLC ($557.73K), and Creative Planning ($401.14K).

Institutional investors have sold a total of 10,628,324 shares in the last 24 months. This volume of shares sold represents approximately $351.91M in transactions.


Related Companies

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 10/14/2026. New 13F filings are added each quarter as they're published.
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