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Schwab Emerging Markets Equity ETF (SCHE) Institutional Ownership

Schwab Emerging Markets Equity ETF logo
$35.85 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
534
Total
Institutional Inflows
(last 12 months)
$840.03M
Number of
Institutional Sellers
(last 12 months)
392
Total
Institutional Outflows
(last 12 months)
$449.62M
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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
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%
6/1/2026Financial 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%
5/27/2026Allen 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%
5/14/2026Greenline 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%
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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%
5/7/2026Balefire LLC20,890$688K0.1%+4.0%0.006%
5/7/2026Windward Private Wealth Management Inc.39,330$1.30M0.4%-0.9%0.011%
5/7/2026White & 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%
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%
5/4/2026Empirical 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%
5/4/2026Procyon Advisors LLC434,831$14.33M0.2%-3.1%0.125%
5/2/2026CAP Partners LLC67,415$2.22M1.3%+11.1%0.019%
5/2/2026Global Assets Advisory LLC9,182$303K0.1%N/A0.003%
5/2/2026Anchor Investment Management LLC58,952$1.94M0.2%-0.5%0.017%
5/2/2026Diversify Wealth Management LLC6,144$217K0.0%N/A0.002%
5/2/2026Towercrest Capital Management490,541$16.16M2.5%+1.7%0.141%
5/2/2026Valmark Advisers Inc.63,650$2.10M0.0%-6.0%0.018%
5/1/2026Fifth Third Bancorp60,259$1.99M0.0%+113.4%0.017%
5/1/2026Sovran Advisors LLC9,769$350K0.0%+16.8%0.003%
5/1/2026American Trust8,552$282K0.0%+15.4%0.002%
5/1/2026Summit Financial Strategies Inc.24,077$793K0.1%+83.6%0.007%
5/1/2026Droms Strauss Advisors Inc. MO ADV433,989$14.30M3.7%-3.1%0.124%
5/1/2026WealthShield Partners LLC115,989$3.82M0.4%-3.2%0.033%
5/1/2026Simplicity Wealth LLC21,011$692K0.0%-35.0%0.006%
5/1/2026Sequoia Financial Advisors LLC84,970$2.80M0.0%-1.7%0.024%
4/30/2026Valued Wealth Advisors LLC57,674$1.90M0.8%+151.4%0.017%
4/30/2026Kestra Advisory Services LLC175,267$5.78M0.0%+2.3%0.050%
4/30/2026Capital Planning LLC17,630$581K0.2%+54.5%0.005%
4/30/2026Cahaba Wealth Management Inc.6,255$206K0.0%N/A0.002%
4/29/2026Axxcess Wealth Management LLC30,194$995K0.0%-43.9%0.009%
4/29/2026Nicholas Hoffman & Company LLC.229,732$7.57M0.2%+0.2%0.066%
4/29/2026Armor Investment Advisors LLC42,724$1.41M0.5%-9.3%0.012%
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4/29/2026FIDELIS iM LLC159,905$5.27M2.0%+3.8%0.046%
4/29/2026Alliance Wealth Management Group490,541$16.16M3.5%+1.7%0.141%
4/29/2026Global Strategic Investment Solutions LLC9,200$303K0.0%-4.6%0.003%
4/29/2026Downshift Financial LLC8,682$306K0.1%+4.1%0.002%
4/29/2026Integrated Advisors Network LLC9,089$299K0.0%-12.0%0.003%
4/29/2026Clay Northam Wealth Management LLC48,556$1.60M0.9%+2.1%0.014%
4/29/2026Kiley Juergens Wealth Management LLC40,577$1.34M0.2%+4.2%0.012%
4/28/2026Kathmere Capital Management LLC105,097$3.46M0.2%-0.4%0.030%
4/28/2026Appleton Partners Inc. MA12,273$404K0.0%+3.3%0.004%
4/28/2026Bogart Wealth LLC151,836$5.00M0.2%+23.5%0.044%


SCHE Institutional Ownership - Frequently Asked Questions

During the previous two years, 862 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 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), 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 26,034,311 shares in the last 24 months. This purchase volume represents approximately $840.03M in transactions.

Of the 392 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 13,907,200 shares in the last 24 months. This volume of shares sold represents approximately $449.62M in transactions.


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This page (NYSEARCA:SCHE) was last updated on 7/5/2026 by MarketBeat.com Staff.
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