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Schwab Emerging Markets Equity ETF (SCHE) Institutional Ownership

Schwab Emerging Markets Equity ETF logo
$36.00 +0.32 (+0.90%)
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)
541
Total
Institutional Inflows
(last 12 months)
$1.00B
Number of
Institutional Sellers
(last 12 months)
419
Total
Institutional Outflows
(last 12 months)
$520.35M
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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
5/5/2026Bank 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%
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%
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%
4/27/2026 Sierra Ocean LLC220,904$7.28M6.0%-2.2%0.063%
4/27/2026 World Investment Advisors69,837$2.30M0.0%+1.3%0.020%
4/27/2026 Lodestar Private Asset Management LLC77,492$2.55M0.3%+6.6%0.022%
4/27/2026 River S Edge Wealth Management LLC18,212$653K0.6%-1.9%0.005%
4/27/2026 Argos Wealth Advisors LLC17,273$569K0.2%-37.8%0.005%
4/27/2026 Marotta Asset Management141,505$4.68M0.9%-1.9%0.041%
4/27/2026 Private Advisor Group LLC87,436$2.88M0.0%+2.7%0.025%
4/25/2026 Stevens Capital Partners98,662$3.25M0.8%+64.5%0.028%
4/24/2026 Root Financial Partners LLC3,554$117K0.0%-13.0%0.001%
4/24/2026 EJMK Ventures LLC11,106$366K0.2%-32.2%0.003%
4/24/2026 RKL Wealth Management LLC120,166$3.96M0.4%-12.0%0.034%
4/24/2026 Alaska Wealth Advisors LLC37,362$1.23M0.1%+15.9%0.011%
4/24/2026 James Investment Research Inc.44,919$1.48M0.2%+7.8%0.013%
4/24/2026 Williams Financial LLC76,291$2.51M1.5%-0.6%0.022%
4/23/2026 Kohmann Bosshard Financial Services LLC139,849$4.61M0.4%-4.8%0.040%
4/23/2026 Fairway Wealth LLC2,955$97K0.0%+511.8%0.001%
4/23/2026 Etesian Wealth Advisors Inc.78,339$2.58M0.8%+1.6%0.022%
4/23/2026 Avant Financial Advisors LLC22,334$736K0.5%+7.1%0.006%
4/23/2026 Asset Allocation Strategies LLC119,799$3.95M0.7%+1.6%0.034%
4/23/2026 Apollon Wealth Management LLC128,792$4.24M0.1%+6.6%0.037%
4/22/2026 Ifrah Financial Services Inc.87,428$2.88M0.8%-1.2%0.025%
4/22/2026 TPG Advisors LLC112,342$3.70M2.3%+21.0%0.032%
4/22/2026 Seneca Financial Advisors LLC287,716$9.48M2.8%-3.5%0.082%
4/22/2026 Wilkins Miller Wealth Management LLC37,660$1.24M0.8%+9.2%0.011%
4/22/2026 Econ Financial Services Corp51,657$1.70M0.8%N/A0.015%
4/22/2026 Granite Islands Private Wealth LLC14,953$493K0.5%+5.6%0.004%
4/22/2026 MBE Wealth Management LLC78,016$2.57M1.1%-1.7%0.022%
4/21/2026 Unique Wealth LLC8,153$269K0.0%+8.6%0.002%
4/21/2026 Falcon Wealth Planning21,496$708K0.0%+8.0%0.006%
4/21/2026 Foster & Motley Inc.13,953$460K0.0%-12.4%0.004%
4/21/2026 Payne Capital LLC60,176$1.98M1.8%+35.6%0.017%
4/21/2026 Silver Oak Securities Incorporated41,984$1.38M0.1%-1.7%0.012%
4/21/2026 Fiduciary Alliance LLC18,269$646K0.0%N/A0.005%
4/20/2026 Kearns & Associates LLC26,148$862K0.5%+1.2%0.007%
4/20/2026 Ritholtz Wealth Management71,850$2.37M0.0%-2.3%0.021%
4/20/2026 Global Financial Private Client LLC35,022$1.15M0.4%-0.8%0.010%
4/20/2026 Factor Wealth Management LTD8,547$282K0.1%+14.4%0.002%
4/20/2026 Oak Family Advisors LLC148,189$4.88M1.4%N/A0.042%
4/20/2026 Boyd Wealth Management LLC231,393$7.62M3.2%+0.6%0.066%
4/20/2026 RFG Advisory LLC26,860$885K0.0%+12.6%0.008%
4/20/2026 Apella Capital LLC18,553$668K0.0%+11.6%0.005%
4/20/2026 Brandywine Oak Private Wealth LLC109,090$3.60M0.3%-1.6%0.031%
4/20/2026 Focused Wealth Management Inc8,602$283K0.0%N/A0.002%


SCHE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SCHE shares?

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 Charles Schwab Investment Advisory Inc. ($2.15B), 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), and Northwestern Mutual Wealth Management Co. ($113.45M).Learn more on Schwab Emerging Markets Equity ETF's institutional investors.

Which institutional investors have been buying Schwab Emerging Markets Equity ETF's stock?

Of the 720 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), Jane Street Group LLC ($3.68M), HighTower Advisors LLC ($2.90M), Rakuten Investment Management Inc. ($2.25M), Northwestern Mutual Wealth Management Co. ($1.75M), Corient Private Wealth LLC ($1.69M), and OLD Mission Capital LLC ($1.69M).

How much institutional buying is happening at Schwab Emerging Markets Equity ETF?

Institutional investors have bought a total of 32,084,626 shares in the last 24 months. This purchase volume represents approximately $1.00B in transactions.

Which of Schwab Emerging Markets Equity ETF's major shareholders have been selling company stock?

Of the 417 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. ($1.93M), 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 Jane Street Group LLC ($691.83K).

How much institutional selling is happening at Schwab Emerging Markets Equity ETF?

Institutional investors have sold a total of 16,499,802 shares in the last 24 months. This volume of shares sold represents approximately $520.35M in transactions.



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