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Schwab Emerging Markets Equity ETF (SCHE) Institutional Ownership

Schwab Emerging Markets Equity ETF logo
$36.95 -0.55 (-1.47%)
Closing price 09/23/2026 04:10 PM Eastern
Extended Trading
$36.90 -0.05 (-0.15%)
As of 04:00 AM Eastern
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Institutional Ownership Changes (13F Filings) for Schwab Emerging Markets Equity ETF (NYSEARCA:SCHE)

Number of
Institutional Buyers
(last 12 months)
468
Total
Institutional Inflows
(last 12 months)
$676.16M
Number of
Institutional Sellers
(last 12 months)
321
Total
Institutional Outflows
(last 12 months)
$379.45M
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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
9/23/2026 Envestnet Asset Management Inc.1,564,651$56.72M0.0%+2.7%0.446%
9/22/2026 State Street Corp9,234$335K0.0%+8.8%0.003%
9/18/2026 Security National Bank of Sioux City Iowa IA942$34K0.0%N/A0.000%
9/15/2026 Anchor Investment Management LLC50,920$1.85M0.1%-13.6%0.015%
9/9/2026 Sequoia Financial Advisors LLC81,637$2.96M0.0%-3.9%0.023%
9/9/2026 Cahill Financial Advisors Inc.32,517$1.18M0.1%-6.7%0.009%
9/9/2026 MCF Advisors LLC21,497$779K0.0%-5.3%0.006%
9/9/2026 Gemmer Asset Management LLC382,946$13.89M0.9%+3.5%0.110%
9/9/2026 Capital Analysts LLC82,960$3.01M0.1%+26.8%0.024%
9/9/2026 Summit Financial Strategies Inc.11,819$429K0.0%-50.9%0.003%
9/9/2026 NorthRock Partners LLC14,364$521K0.0%-11.8%0.004%
9/9/2026 Integrated Wealth Concepts LLC50,120$1.82M0.0%+18.4%0.014%
9/9/2026 RFG Advisory LLC23,943$868K0.0%-10.9%0.007%
9/9/2026 NewEdge Advisors LLC64,534$2.34M0.0%-2.4%0.018%
9/9/2026 IFP Advisors Inc45,469$1.65M0.0%+24.9%0.013%
9/9/2026 Roble Belko & Company Inc8,177$296K0.0%-3.4%0.002%
9/9/2026 XY Planning Network Inc.5,918$215K0.0%N/A0.002%
9/8/2026 Allworth Financial LP62,240$2.26M0.0%+9.8%0.018%
9/8/2026 Waverly Advisors LLC1,017,905$36.91M0.2%-2.4%0.292%
9/2/2026 MLG Wealth Management DBA Pine Grove Financial Group5,707$207K0.0%N/A0.002%
9/2/2026 Range Advisory LLC19,613$711K0.1%+37.7%0.006%
9/2/2026 Capital & Planning LLC8,939$324K0.2%-49.3%0.003%
9/2/2026 Citadel Advisors LLC7,934$288K0.0%-71.3%0.002%
8/27/2026 Corient Private Wealth LP1,446,830$52.46M0.1%-3.6%0.414%
8/26/2026 HORAN Wealth LLC18,000$653K0.1%-8.1%0.005%
8/23/2026 Ameritas Advisory Services LLC13,865$503K0.0%+42.5%0.004%
8/23/2026 Wedmont Private Capital262,436$9.58M0.3%-0.8%0.075%
8/23/2026 Morling Financial Advisors LLC28,720$1.04M0.3%-2.3%0.008%
8/23/2026 HB Wealth Management LLC44,676$1.62M0.0%+8.6%0.013%
8/23/2026 Asset Allocation Strategies LLC121,251$4.40M0.7%+1.2%0.035%
8/23/2026 Unique Wealth LLC6,851$248K0.0%-16.0%0.002%
8/22/2026 Compass Financial Management LLC1,464$53K0.0%N/A0.000%
8/22/2026 Timbuktu Capital Management LLC700$25K0.0%N/A0.000%
8/22/2026 Strive Financial Group LLC75,180$2.73M1.2%+404.9%0.022%
8/22/2026 Cooke Wealth Management LLC12,828$465K0.4%+2.7%0.004%
8/22/2026 LifePlan Investment Advisors Inc.173,074$6.28M2.2%-1.9%0.050%
8/22/2026 Concurrent Investment Advisors LLC44,481$1.61M0.0%+2.8%0.013%
8/22/2026 Power Wealth Management LLC194,437$7.05M2.5%+1.7%0.056%
8/21/2026 Fairway Financial LLC157,507$5.71M3.9%+0.5%0.045%
8/21/2026 Athena Investment Management40,038$1.45M0.9%-14.0%0.011%
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8/21/2026 WorthPointe LLC64,417$2.34M0.6%+4.7%0.018%
8/21/2026 Williams Financial LLC80,438$2.92M1.5%+5.4%0.023%
8/21/2026 Thrive Wealth Management LLC16,411$595K0.1%+57.7%0.005%
8/21/2026 Chesapeake Wealth Management80,879$2.93M0.8%+2.7%0.023%
8/20/2026 Gill Capital Partners LLC1,932$70K0.0%-75.8%0.001%
8/20/2026 Orgel Wealth Management LLC2,198,585$79.72M1.5%+4.2%0.630%
8/12/2026 Compass Financial Management LLC1,464$53K0.0%N/A0.000%
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%
6/23/2026 Ballast Advisors LLC274,403$9.04M2.6%+2.1%0.079%
6/16/2026 Steelhead Wealth Management LLC9,199$303K0.2%N/A0.003%
6/16/2026 Empowered Funds LLC6,128$202K0.0%-17.4%0.002%
6/10/2026 FAS Wealth Partners Inc.80,219$2.64M0.2%-6.3%0.023%
6/3/2026 Stillwater Private Wealth LLC12,903$425K0.4%N/A0.004%
6/3/2026 DV Trading LLC9,000$297K0.0%N/A0.003%
6/3/2026 NewEdge 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%
5/27/2026Tenret Co LLC51,789$1.71M0.8%+0.7%0.015%
5/27/2026 Allen Capital Group LLC72,869$2.40M0.2%+6.0%0.021%
5/21/2026 J. Derek Lewis & Associates Inc.33,499$1.10M0.2%+1.6%0.010%
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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%
5/18/2026Sunbelt Securities Inc.138,025$4.55M0.3%+5.0%0.040%


SCHE Institutional Ownership - Frequently Asked Questions

During the previous two years, 858 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 716 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 ($1.17M).

Institutional investors have bought a total of 20,273,857 shares in the last 24 months. This purchase volume represents approximately $676.16M in transactions.

Of the 321 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), Corient Private Wealth LLC ($835.50K), HighTower Advisors LLC ($782.75K), HBK Sorce Advisory LLC ($657.30K), and BlueSky Wealth Advisors LLC ($570.62K).

Institutional investors have sold a total of 11,536,773 shares in the last 24 months. This volume of shares sold represents approximately $379.45M in transactions.



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 9/23/2026. New 13F filings are added each quarter as they're published.
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