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Schwab Emerging Markets Equity ETF (SCHE) Institutional Ownership

Schwab Emerging Markets Equity ETF logo
$35.39 -0.15 (-0.42%)
As of 07/24/2026 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
508
Total
Institutional Inflows
(last 12 months)
$859.57M
Number of
Institutional Sellers
(last 12 months)
370
Total
Institutional Outflows
(last 12 months)
$407.85M
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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
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%
6/23/2026Ballast 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%
6/10/2026FAS Wealth Partners Inc.80,219$2.64M0.2%-6.3%0.023%
6/3/2026Stillwater Private Wealth LLC12,903$425K0.4%N/A0.004%
6/3/2026DV Trading LLC9,000$297K0.0%N/A0.003%
6/3/2026NewEdge Advisors LLC66,141$2.18M0.0%-7.7%0.019%
6/1/2026 Financial Solutions Advisory Group Inc.40,103$1.32M0.2%N/A0.011%
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5/27/2026Tenret Co LLC51,789$1.71M0.8%+0.7%0.015%
5/27/2026Allen Capital Group LLC72,869$2.40M0.2%+6.0%0.021%
5/21/2026J. Derek Lewis & Associates Inc.33,499$1.10M0.2%+1.6%0.010%
5/20/2026Arete Wealth Advisors LLC17,358$572K0.0%-50.7%0.005%
5/19/2026Front Row Advisors LLC11,244$370K0.1%+9.7%0.003%
5/19/2026Western Wealth Management LLC1,918$63K0.0%N/A0.001%
5/19/2026Orographic Financial Advisors LLC18,048$594K0.4%N/A0.005%
5/19/2026Paragon 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%
5/19/2026Chesapeake Wealth Management78,778$2.60M0.8%+2.0%0.023%
5/19/2026Arete Wealth Advisors LLC17,358$572K0.0%-50.7%0.005%
5/18/2026Sunbelt Securities Inc.138,025$4.55M0.3%+5.0%0.040%
5/18/2026EverSource 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%
5/16/2026Quantinno Capital Management LP117,395$3.87M0.0%+28.5%0.034%
5/15/2026Vawter 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%
5/14/2026Renaissance Technologies LLC46,200$1.52M0.0%N/A0.013%
5/14/2026Rockbridge Investment Management LCC156,494$5.16M0.5%-2.3%0.045%
5/14/2026Compound 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%
5/14/2026Lido Advisors LLC14,043$463K0.0%-11.5%0.004%
5/13/2026Cetera Investment Advisers847,101$27.91M0.0%+1.3%0.243%
5/13/2026Wealthspire Retirement LLC13,446$443K0.0%-8.7%0.004%
5/13/2026Clearwater Capital Advisors LLC26,785$883K0.1%-1.3%0.008%
5/13/2026WealthCollab LLC4,962$163K0.1%-28.6%0.001%
5/12/2026Fortis Capital Management LLC151,572$4.99M0.5%+9.0%0.043%
5/12/2026Clal Insurance Enterprises Holdings Ltd8,486$280K0.0%-18.5%0.002%
5/8/2026HORAN Wealth LLC19,597$646K0.1%+8.1%0.006%
5/8/2026JMG Financial Group Ltd.942,824$31.07M0.9%-2.3%0.270%
5/7/2026Van Strum & Towne Inc.13,261$437K0.1%+5.7%0.004%
5/7/2026Meeder Advisory Services Inc.15,810$521K0.0%-12.5%0.005%
5/7/2026Lowe Brockenbrough & Co. Inc.35,568$1.17M0.1%-3.1%0.010%
5/7/2026 Balefire LLC20,890$688K0.1%+4.0%0.006%
5/7/2026Windward 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%
5/6/2026Bartlett & CO. Wealth Management LLC118,151$4.22M0.1%-1.6%0.034%
5/6/2026Zhang Financial LLC14,142$466K0.0%+86.5%0.004%
5/6/2026Modera Wealth Management LLC42,572$1.40M0.0%-5.9%0.012%
5/5/2026Wealthfront Advisers LLC18,336$604K0.0%+5.6%0.005%
5/5/2026RFG Bristol Wealth Advisors LLC375,633$12.38M3.3%+13.3%0.108%
5/5/2026Bank of New York Mellon Corp195,630$6.45M0.0%+69.7%0.056%
5/5/2026Geneos Wealth Management Inc.246,807$8.13M0.2%+0.2%0.071%
5/5/2026Ethos Financial Group LLC128,841$4.25M0.3%+4.0%0.037%
5/5/2026SouthState Bank Corp4,409$145K0.0%+13.0%0.001%
5/5/2026Sanctuary Advisors LLC1,909,261$62.91M0.3%+1.9%0.547%
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5/5/2026Sterling Investment Advisors Ltd.6,445$212K0.0%N/A0.002%
5/5/2026Sigma Planning Corp23,995$791K0.0%-5.5%0.007%
5/5/2026Broadview Financial Management LLC23,899$787K0.5%-11.8%0.007%
5/5/2026Avantax Planning Partners Inc.8,324$274K0.0%-5.3%0.002%
5/4/2026Retirement 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%
5/4/2026Bleakley Financial Group LLC95,378$3.14M0.0%-0.7%0.027%
5/4/2026WJ Financial Advisors LLC34,009$1.12M0.9%+13.9%0.010%
5/4/2026Principal Financial Group Inc.44,627$1.47M0.0%N/A0.013%
5/4/2026Cdkv Holdings LLC14,625$482K0.4%+16.6%0.004%


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 Morgan Stanley ($76.13M).Learn more on Schwab Emerging Markets Equity ETF's institutional investors.

Of the 715 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 26,418,906 shares in the last 24 months. This purchase volume represents approximately $859.57M in transactions.

Of the 365 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), Creative Planning ($952.83K), Wealthspire Advisors LLC ($887.21K), Corient Private Wealth LLC ($835.50K), HighTower Advisors LLC ($782.75K), and HBK Sorce Advisory LLC ($657.30K).

Institutional investors have sold a total of 12,512,137 shares in the last 24 months. This volume of shares sold represents approximately $407.85M in transactions.



This page (NYSEARCA:SCHE) was last updated on 7/25/2026 by MarketBeat.com Staff.
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