Schwab Emrg Mrkts Eqty ETFSCHEETF

13F holders, Q2 2026 (June 30)
899holders +29
72new positions
39sold out
4famous investors
$36.21avg. 13F price*

At the end of Q2 2026, 899 institutions reported holding Schwab Emrg Mrkts Eqty ETF (SCHE) in their 13F filings, up 29 from Q1 2026. 72 opened new positions and 39 sold out. The largest holders were Creative Planning ($764.6M), Financial Engines Advisors L.L.C. ($548.4M) and HighTower Advisors, LLC ($343.6M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Schwab Emrg Mrkts Eqty ETF
CUSIP
808524706
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 724Q1 2024Q2 2024: 721Q2 2024Q3 2024: 727Q3 2024Q4 2024: 758Q4 2024Q1 2025: 761Q1 2025Q2 2025: 769Q2 2025Q3 2025: 784Q3 2025Q4 2025: 835Q4 2025Q1 2026: 870Q1 2026Q2 2026: 899Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions72$44.8M
Exits39$9.1M

All 13F filers, Q1 2026 → Q2 2026: 6,202,990 shares bought and 7,847,680 shares sold, net −1,644,690 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 899 holders

Creative Planning 0.45% Reduce -3.1% 21,086,695 $764.6M
Financial Engines Advisors L.L.C. 0.97% Reduce -2.7% 15,123,069 $548.4M
HighTower Advisors, LLC 0.33% Reduce -0.0% 9,474,823 $343.6M
US Bancorp \de 0.14% Reduce -6.3% 3,415,025 $123.8M
Northwestern Mutual Wealth Management Co. 0.06% Reduce -5.8% 3,178,103 $115.2M
SageView Advisory Group, LLC 3.77% Reduce -5.8% 3,169,433 $114.9M
Rakuten Investment Management, Inc. 0.31% Reduce -34.4% 2,945,288 $105.9M
Jones Financial Companies LLLP 0.03% Add +11.6% 2,351,762 $84.1M
Rebalance, LLC 4.37% Add +5.2% 2,298,258 $83.3M
Morgan Stanley 0.00% Reduce -5.9% 2,289,500 $83.0M
Orgel Wealth Management, LLC 1.51% Add +4.2% 2,198,585 $79.7M
Mather Group, Llc. 0.67% Add +1.8% 2,118,024 $76.8M
Moneta Group Investment Advisors LLC 0.52% Add +1.4% 1,941,101 $70.4M
Sanctuary Advisors, LLC 0.30% Reduce -7.7% 1,761,499 $63.9M
Krilogy Financial LLC 1.86% Add +2.0% 1,737,850 $63.0M
Charles Schwab Trust Co 3.34% Add +138.7% 1,651,919 $59.9M
Envestnet Asset Management Inc. 0.01% Add +2.7% 1,564,651 $56.7M
JPMorgan Chase & Co. 0.00% Reduce -8.7% 1,572,456 $56.5M
FMR LLC 0.00% Reduce -1.1% 1,548,538 $56.2M
Mariner, LLC 0.06% Add +1.0% 1,540,632 $55.8M
Heartwood Wealth Advisors LLC 4.28% Add +3.2% 1,518,670 $55.1M
Wells Fargo & Company 0.01% Add +0.6% 1,489,129 $54.0M
Corient Private Wealth LP 0.07% Reduce -3.6% 1,446,830 $52.5M
Mountain Capital Investment Advisors Inc. 7.46% Add +0.9% 1,444,034 $52.4M
Mercer Global Advisors Inc. 0.06% Reduce -3.8% 1,391,990 $50.5M
Wealth Enhancement Advisory Services, LLC 0.08% Add +1.8% 1,311,736 $47.0M
Fund Evaluation Group, LLC 1.13% Reduce -5.8% 1,153,361 $41.8M
Rainey & Randall Wealth Advisors Inc. 5.68% Add +0.3% 1,095,808 $39.7M
Waverly Advisors, LLC 0.21% Reduce -2.4% 1,017,905 $36.9M
Wealthspire Advisors, LLC 0.20% Reduce -19.9% 1,005,812 $36.5M
Cooper/Haims Advisors, LLC 15.49% Reduce -5.9% 992,925 $36.0M
JMG Financial Group, Ltd. 0.84% Add +1.9% 960,587 $34.8M
Cerity Partners LLC 0.04% Add +1.5% 901,137 $32.7M
UBS Group AG 0.01% Reduce -0.3% 893,714 $32.4M
Benjamin Edwards Inc. 0.28% Add +5.8% 857,565 $31.1M
Cetera Investment Advisers 0.03% Reduce -2.8% 823,721 $29.9M
HBK Sorce Advisory LLC 0.55% Reduce -3.0% 768,693 $28.2M
SCS Capital Management LLC 0.25% Reduce -1.5% 737,603 $26.7M
Osaic Holdings, Inc. 0.03% Add +2.2% 694,776 $25.2M
Focus Partners Wealth 0.03% Add +25.6% 682,534 $24.7M
Susquehanna International Group, LLP 0.02% Reduce -2.7% 637,348 $23.1M
Ballentine Partners, LLC 0.28% Reduce -2.3% 636,075 $23.1M
BlueSky Wealth Advisors, LLC 2.62% Reduce -0.9% 623,170 $22.6M
93 Financial Group, LLC 8.84% Reduce -0.9% 617,288 $22.4M
Thrivent Financial for Lutherans 0.03% Reduce -12.9% 518,521 $18.8M
Summit Wealth & Retirement Planning, Inc. 3.90% Add +1.5% 507,913 $18.4M
TruNorth Capital Management, LLC 2.89% Add +10.5% 496,715 $18.0M
Naples Global Advisors, LLC 1.10% Add +1.5% 492,388 $17.9M
Principal Securities, Inc. 0.21% Add +31.8% 480,364 $17.4M
Alliance Wealth Management Group 3.36% Reduce -2.8% 476,643 $17.3M
Towercrest Capital Management 2.41% Reduce -2.8% 476,643 $17.3M
Boyd Wealth Management, LLC 6.39% Add +101.2% 465,589 $16.9M
Savant Capital, LLC 0.05% Add +101.6% 473,499 $16.4M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.23% Reduce -2.2% 440,417 $16.0M
Procyon Advisors, LLC 0.67% Reduce -1.5% 428,341 $15.5M
Droms Strauss Advisors Inc. /Mo/ 3.41% Reduce -4.4% 414,790 $15.0M
Klingenstein Fields & Co. LP 0.52% Reduce -3.8% 412,214 $14.9M
Commonwealth Equity Services, LLC 0.02% Reduce -6.0% 406,323 $14.7M
Pathstone Holdings, LLC 0.04% Add +13.9% 394,360 $14.3M
BlackRock, Inc. 0.00% Add +50.7% 385,249 $14.0M
Gemmer Asset Management LLC 0.93% Add +3.5% 382,946 $13.9M
RFG - Bristol Wealth Advisors, LLC 3.33% Add +1.0% 379,309 $13.8M
Cresset Asset Management, LLC 0.05% Add +15.9% 366,286 $13.3M
IHT Wealth Management, LLC 0.28% Add +3.0% 356,904 $12.9M
LPL Financial LLC 0.00% Reduce -27.4% 356,824 $12.9M
Bank of America Corp. 0.00% Add +3.4% 354,874 $12.9M
Cambridge Investment Research Advisors, Inc. 0.03% Add +8.3% 352,038 $12.8M
Truist Financial Corp. 0.01% Reduce -1.6% 342,049 $12.4M
Main Street Financial Solutions, LLC 0.79% Add +5.2% 339,687 $12.3M
Visionary Wealth Advisors 0.48% Add +11.8% 332,463 $12.1M
HC Advisors, LLC 7.23% Add +4.6% 328,318 $11.9M
Brand Asset Management Group, Inc. 2.63% Reduce -1.8% 328,242 $11.9M
SigFig Wealth Management, LLC 0.31% Reduce -0.0% 326,107 $11.7M
BIP Wealth, LLC 0.33% New 322,953 $11.7M
North Star Asset Management Inc. 0.46% Reduce -6.2% 322,229 $11.7M
Captrust Financial Advisors 0.02% Reduce -3.0% 312,716 $11.3M
Raymond James Financial Inc. 0.00% Reduce -3.4% 305,719 $11.1M
Prime Capital Investment Advisors, LLC 0.10% Reduce -1.6% 295,212 $10.7M
Steele Capital Management, Inc. 0.38% Reduce -1.8% 287,095 $10.4M
Seneca Financial Advisors LLC 2.69% Reduce -0.8% 285,421 $10.3M
Old Mission Capital LLC 0.25% Add +9.4% 273,776 $9.9M
AlphaCore Capital LLC 0.18% Reduce -4.2% 272,774 $9.9M
Invst, LLC 0.96% Add +5.3% 272,075 $9.9M
Garde Capital, Inc. 0.44% Reduce -1.7% 271,769 $9.9M
Berkshire Asset Management LLC 0.38% Add +8.7% 269,821 $9.8M
Ballast Advisors LLC 2.33% Reduce -1.9% 269,165 $9.8M
Royal Bank of Canada 0.00% Reduce -11.3% 265,946 $9.6M
Wedmont Private Capital 0.26% Reduce -0.8% 262,436 $9.6M
Boltwood Capital Management 2.19% Add +3.3% 264,128 $9.6M
Apriem Advisors 0.82% Reduce -4.2% 260,903 $9.5M
L2 Asset Management, LLC 0.98% Reduce -47.7% 260,114 $9.4M
Geneos Wealth Management Inc. 0.18% Add +0.7% 248,447 $9.0M
Beacon Pointe Advisors, LLC 0.04% Add +14.3% 245,329 $8.9M
McAdam, LLC 0.34% Reduce -74.1% 243,281 $8.8M
Zacks Investment Management 0.06% Add +29.6% 232,125 $8.4M
Bank of New York Mellon Corp 0.00% Add +17.6% 230,053 $8.3M
Nicholas Hoffman & Company, LLC. 0.18% Reduce -0.1% 229,545 $8.3M
Valley National Advisers Inc. 0.92% Add +7.0% 227,823 $8.3M
Sierra Ocean, LLC 5.68% Add +2.5% 226,424 $8.2M
Cornerstone Wealth Advisors, Inc. 1.67% Add +1.4% 220,246 $8.0M

"% of holder's portfolio" is SCHE's weight in each manager's 13F, not the share of Schwab Emrg Mrkts Eqty ETF the manager owns.

Show all 899 holders