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Schwab Emerging Markets Equity ETF (SCHE) Institutional Ownership

Schwab Emerging Markets Equity ETF logo
$35.75 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
530
Total
Institutional Inflows
(last 12 months)
$837.86M
Number of
Institutional Sellers
(last 12 months)
395
Total
Institutional Outflows
(last 12 months)
$457.20M
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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
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%
5/19/2026 Western 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%
5/19/2026 Bank of America Corp DE343,290$11.31M0.0%+23.7%0.098%
5/19/2026 Vestwell 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%
5/18/2026 Sunbelt 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%
5/18/2026 Royal Bank of Canada299,735$9.88M0.0%-17.9%0.086%
5/18/2026 Empowered 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%
5/15/2026 Waverly Advisors LLC1,042,983$34.37M0.3%+105.8%0.299%
5/15/2026 Vivaldi Capital Management LP126,019$4.15M0.6%+0.9%0.036%
5/14/2026 Renaissance Technologies LLC46,200$1.52M0.0%N/A0.013%
5/14/2026 Rockbridge 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%
5/14/2026 Modern 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%
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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%
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%
5/4/2026 Cdkv Holdings LLC14,625$482K0.4%+16.6%0.004%
5/4/2026 Procyon Advisors LLC434,831$14.33M0.2%-3.1%0.125%
5/2/2026 CAP Partners LLC67,415$2.22M1.3%+11.1%0.019%
5/2/2026 Global Assets Advisory LLC9,182$303K0.1%N/A0.003%
5/2/2026 Anchor Investment Management LLC58,952$1.94M0.2%-0.5%0.017%
5/2/2026 Diversify Wealth Management LLC6,144$217K0.0%N/A0.002%
5/2/2026 Towercrest Capital Management490,541$16.16M2.5%+1.7%0.141%
5/2/2026 Valmark Advisers Inc.63,650$2.10M0.0%-6.0%0.018%
5/1/2026 Fifth Third Bancorp60,259$1.99M0.0%+113.4%0.017%
5/1/2026 Sovran Advisors LLC9,769$350K0.0%+16.8%0.003%
5/1/2026 American Trust8,552$282K0.0%+15.4%0.002%
5/1/2026 Summit Financial Strategies Inc.24,077$793K0.1%+83.6%0.007%
5/1/2026 Droms Strauss Advisors Inc. MO ADV433,989$14.30M3.7%-3.1%0.124%
5/1/2026 WealthShield Partners LLC115,989$3.82M0.4%-3.2%0.033%
5/1/2026 Simplicity Wealth LLC21,011$692K0.0%-35.0%0.006%
5/1/2026 Sequoia Financial Advisors LLC84,970$2.80M0.0%-1.7%0.024%
4/30/2026 Valued Wealth Advisors LLC57,674$1.90M0.8%+151.4%0.017%
4/30/2026 Kestra Advisory Services LLC175,267$5.78M0.0%+2.3%0.050%
4/30/2026 Capital Planning LLC17,630$581K0.2%+54.5%0.005%
4/30/2026 Cahaba Wealth Management Inc.6,255$206K0.0%N/A0.002%
4/29/2026 Axxcess Wealth Management LLC30,194$995K0.0%-43.9%0.009%
4/29/2026 Nicholas Hoffman & Company LLC.229,732$7.57M0.2%+0.2%0.066%
4/29/2026 Armor Investment Advisors LLC42,724$1.41M0.5%-9.3%0.012%
4/29/2026 FIDELIS iM LLC159,905$5.27M2.0%+3.8%0.046%
4/29/2026 Alliance Wealth Management Group490,541$16.16M3.5%+1.7%0.141%
4/29/2026 Global Strategic Investment Solutions LLC9,200$303K0.0%-4.6%0.003%
4/29/2026 Downshift Financial LLC8,682$306K0.1%+4.1%0.002%
4/29/2026 Integrated Advisors Network LLC9,089$299K0.0%-12.0%0.003%
4/29/2026 Clay Northam Wealth Management LLC48,556$1.60M0.9%+2.1%0.014%
4/29/2026 Kiley Juergens Wealth Management LLC40,577$1.34M0.2%+4.2%0.012%
4/28/2026 Kathmere Capital Management LLC105,097$3.46M0.2%-0.4%0.030%
4/28/2026 Appleton Partners Inc. MA12,273$404K0.0%+3.3%0.004%
4/28/2026 Bogart Wealth LLC151,836$5.00M0.2%+23.5%0.044%
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4/28/2026 Marietta Investment Partners LLC8,259$272K0.1%-10.1%0.002%
4/28/2026 Ascentis Independent Advisors3,066$101K0.0%N/A0.001%
4/28/2026 Berger Financial Group Inc7,495$247K0.0%N/A0.002%
4/28/2026 Walkner Condon Financial Advisors LLC75,699$2.49M0.3%+6.0%0.022%
4/28/2026 Howe & Rusling Inc.4,574$151K0.0%-52.8%0.001%
4/28/2026 Meramec Financial Planners LLC49,868$1.79M0.7%-11.9%0.014%
4/28/2026 WBH Advisory Inc.202,400$6.69M0.5%+8.0%0.058%
4/27/2026 Integrity Wealth Partners LLC8,150$269K0.2%N/A0.002%
4/27/2026 HB Wealth Management LLC41,137$1.36M0.0%-4.8%0.012%
4/27/2026 BCK Partners Inc.96,524$3.18M1.7%-0.6%0.028%


SCHE Institutional Ownership - Frequently Asked Questions

During the previous two years, 860 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 718 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 BlueSky Wealth Advisors LLC ($1.21M).

Institutional investors have bought a total of 25,971,292 shares in the last 24 months. This purchase volume represents approximately $837.86M in transactions.

Of the 395 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 14,178,822 shares in the last 24 months. This volume of shares sold represents approximately $457.20M in transactions.



This page (NYSEARCA:SCHE) was last updated on 5/26/2026 by MarketBeat.com Staff.
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