Schwab Emrg Mrkts Eqty ETFSCHEETF
13F holders, Q1 2024 (March 31)724holders
2famous investors
$25.24avg. 13F price*
At the end of Q1 2024, 724 institutions reported holding Schwab Emrg Mrkts Eqty ETF (SCHE) in their 13F filings. The largest holders were Charles Schwab Investment Advisory, Inc. ($2.2B), Creative Planning ($589.4M) and Financial Engines Advisors L.L.C. ($502.9M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Schwab Emrg Mrkts Eqty ETF
- CUSIP
- 808524706
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 54 | $26.4M |
| Exits | 58 | $139.7M |
Ownership 724 holders
| Charles Schwab Investment Advisory, Inc. | 2.96% | Add +1.6% | 85,303,270 | $2.2B |
| Creative Planning | 0.65% | Reduce -5.9% | 23,343,897 | $589.4M |
| Financial Engines Advisors L.L.C. | 1.13% | Reduce -0.4% | 19,918,466 | $502.9M |
| Charles Schwab Investment Management Inc. | 0.07% | Add +1.6% | 12,184,404 | $307.7M |
| HighTower Advisors, LLC | 0.24% | Add +29.7% | 5,833,131 | $147.3M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -7.7% | 2,809,005 | $70.9M |
| Jane Street Group, LLC | 0.09% | Add +5410.5% | 2,769,692 | $69.9M |
| Mather Group, Llc. | 0.99% | Reduce -1.5% | 2,520,679 | $62.5M |
| Wealth Enhancement Advisory Services, LLC | 0.16% | Reduce -2.0% | 2,428,467 | $61.3M |
| Mercer Global Advisors Inc. | 0.16% | Reduce -12.9% | 2,175,280 | $57.0M |
| Morgan Stanley | 0.00% | Add +4.0% | 1,872,474 | $47.3M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Reduce -3.3% | 1,850,504 | $46.7M |
| Rebalance, LLC | 3.69% | Add +2.5% | 1,779,787 | $44.9M |
| FMR LLC | 0.00% | Reduce -6.1% | 1,630,997 | $41.2M |
| Heartwood Wealth Advisors LLC | 4.61% | Reduce -17.5% | 1,482,228 | $37.4M |
| Orgel Wealth Management, LLC | 1.00% | Add +58.5% | 1,443,872 | $36.5M |
| Krilogy Financial LLC | 2.57% | Add +2.4% | 1,325,194 | $33.5M |
| Moneta Group Investment Advisors LLC | 0.54% | Add +25.9% | 1,304,491 | $32.9M |
| Rakuten Investment Management, Inc. | 0.23% | Add +13.2% | 1,264,740 | $31.9M |
| McAdam, LLC | 2.03% | Add +12.4% | 1,252,232 | $31.6M |
| Mariner, LLC | 0.06% | Add +6.8% | 1,209,945 | $30.6M |
| Cooper/Haims Advisors, LLC | 17.54% | Add +11.9% | 1,194,980 | $30.2M |
| Bank of Montreal | 0.01% | Add +2746.9% | 1,078,735 | $27.2M |
| Klingenstein Fields & Co. LP | 1.13% | Reduce -0.3% | 1,078,679 | $27.2M |
| Jones Financial Companies LLLP | 0.04% | Reduce -3.1% | 1,053,074 | $26.6M |
| Rainey & Randall Wealth Advisors Inc. | 5.77% | Add +2.6% | 976,795 | $24.7M |
| Wells Fargo & Company | 0.01% | Add +19.3% | 944,374 | $23.8M |
| JMG Financial Group, Ltd. | 0.89% | Add +2.3% | 926,686 | $23.4M |
| Old Mission Capital LLC | 0.56% | Add +693.0% | 913,435 | $23.1M |
| Corient Private Wealth LP | 0.04% | Add +0.5% | 895,818 | $22.6M |
| Wealthspire Advisors, LLC | 0.29% | Add +0.1% | 866,440 | $21.9M |
| Benjamin F. Edwards & Company, Inc. | 0.36% | Add +16.2% | 774,727 | $19.6M |
| UBS Group AG | 0.01% | Reduce -3.8% | 759,256 | $19.2M |
| Ballentine Partners, LLC | 0.36% | Reduce -0.3% | 753,787 | $19.0M |
| SCS Capital Management LLC | 0.38% | Reduce -1.5% | 705,520 | $17.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.6% | 655,220 | $16.5M |
| Clearwater Capital Advisors, LLC | 1.74% | Add +7.0% | 646,262 | $16.3M |
| Cetera Investment Advisers | 0.04% | Add +17.7% | 639,583 | $16.1M |
| Invst, LLC | 1.88% | Add +6.2% | 626,118 | $15.9M |
| Cresset Asset Management, LLC | 0.07% | Add +2.5% | 598,857 | $15.1M |
| Prime Capital Investment Advisors, LLC | 0.21% | Add +21.8% | 582,077 | $14.7M |
| HBK Sorce Advisory LLC | 0.50% | Reduce -13.9% | 564,373 | $14.3M |
| Flow Traders U.S. LLC | 0.76% | Add +643.5% | 563,348 | $14.2M |
| Cerity Partners LLC | 0.03% | Reduce -94.7% | 521,525 | $13.2M |
| Alliance Wealth Management Group | 3.74% | Add +4.6% | 505,200 | $12.8M |
| Towercrest Capital Management | 2.15% | Add +4.6% | 505,200 | $12.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.38% | Add +11.3% | 490,369 | $12.4M |
| Osaic Holdings, Inc. | 0.03% | Add +8.8% | 488,018 | $12.3M |
| Summit Wealth & Retirement Planning, Inc. | 4.30% | Add +3.9% | 477,267 | $12.1M |
| LPL Financial LLC | 0.01% | Reduce -5.4% | 475,596 | $12.0M |
| Lake Street Advisors Group, LLC | 0.56% | Reduce -2.5% | 471,423 | $11.9M |
| Wooster Corthell Wealth Management, Inc. | 2.60% | Add +4.2% | 449,949 | $11.4M |
| Pathstone Holdings, LLC | 0.05% | Add +2.4% | 445,272 | $11.2M |
| Charles Schwab Trust Co | 1.06% | Add +20.4% | 443,597 | $11.2M |
| Garde Capital, Inc. | 0.78% | Reduce -10.4% | 441,245 | $11.1M |
| Hantz Financial Services, Inc. | 0.20% | Reduce -65.1% | 405,207 | $10.2M |
| Valley National Advisers Inc. | 1.44% | Add +3.1% | 376,152 | $9.5M |
| Cabot Wealth Management Inc. | 1.22% | Reduce -0.3% | 368,773 | $9.3M |
| Naples Global Advisors, LLC | 0.95% | Add +5.9% | 368,074 | $9.3M |
| North Star Asset Management Inc. | 0.43% | Reduce -9.3% | 361,459 | $9.1M |
| RKL Wealth Management LLC | 0.88% | Reduce -5.3% | 351,685 | $8.9M |
| Fund Evaluation Group, LLC | 0.55% | Reduce -1.6% | 349,069 | $8.8M |
| Steele Capital Management, Inc. | 0.51% | Reduce -3.7% | 348,710 | $8.8M |
| Red Tortoise LLC | 4.82% | Reduce -11.3% | 341,699 | $8.6M |
| Apriem Advisors | 1.08% | Reduce -2.7% | 340,732 | $8.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +2.4% | 339,067 | $8.6M |
| Adamsbrown Wealth Consultants LLC | 3.43% | Add +2.4% | 335,548 | $8.5M |
| Visionary Wealth Advisors | 0.56% | Reduce -12.6% | 329,361 | $8.3M |
| MorganRosel Wealth Management, LLC | 2.80% | Add +9.4% | 311,076 | $7.9M |
| Brand Asset Management Group, Inc. | 3.34% | Add +3.6% | 307,535 | $7.8M |
| HC Advisors, LLC | 3.70% | Add +27.3% | 307,461 | $7.8M |
| Waverly Advisors, LLC | 0.18% | New | 303,046 | $7.7M |
| Wedmont Private Capital | 0.55% | Add +2.3% | 291,067 | $7.5M |
| Callan Capital, LLC | 0.65% | Add +2.2% | 291,565 | $7.4M |
| Arkansas Financial Group, Inc. | 1.29% | Reduce -3.1% | 290,544 | $7.3M |
| Seneca Financial Advisors LLC | 3.84% | Reduce -3.3% | 285,101 | $7.2M |
| Captrust Financial Advisors | 0.03% | Add +10.3% | 284,898 | $7.2M |
| Marotta Asset Management | 1.40% | Reduce -10.4% | 267,803 | $6.8M |
| TruNorth Capital Management, LLC | 2.30% | — | 263,792 | $6.7M |
| Ballast Advisors LLC | 2.24% | Add +11.1% | 262,996 | $6.6M |
| Stifel Financial Corp. | 0.01% | Reduce -36.2% | 257,295 | $6.5M |
| Boltwood Capital Management | 2.00% | Add +4.2% | 255,775 | $6.5M |
| Holistic Financial Partners | 3.28% | Add +0.6% | 255,411 | $6.4M |
| Geneos Wealth Management Inc. | 0.29% | Add +3.8% | 251,698 | $6.4M |
| Buckingham Capital Management, Inc. | 0.77% | Add +3.6% | 250,351 | $6.3M |
| OLIO Financial Planning | 2.57% | Reduce -0.9% | 246,945 | $6.1M |
| Strid Group, LLC | 1.09% | Reduce -8.2% | 240,288 | $6.1M |
| Consilium Wealth Advisory, LLC | 3.33% | Reduce -5.6% | 234,552 | $5.9M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +4.8% | 234,391 | $5.9M |
| Ackerman Capital Advisors, LLC | 1.63% | Reduce -0.6% | 234,369 | $5.9M |
| SigFig Wealth Management, LLC | 0.21% | Add +5.3% | 339,042 | $5.8M |
| Rockbridge Investment Management, LCC | 0.85% | Reduce -0.7% | 228,487 | $5.8M |
| Bluespring Wealth Management, LLC | 0.63% | Reduce -6.5% | 225,851 | $5.7M |
| Courage Miller Partners, LLC | 1.93% | Add +1.4% | 221,089 | $5.6M |
| Sequoia Financial Advisors, LLC | 0.07% | Reduce -7.5% | 220,086 | $5.6M |
| Buckingham Strategic Wealth, LLC | 0.06% | Add +2.3% | 217,942 | $5.5M |
| Main Street Financial Solutions, LLC | 0.58% | Add +9.5% | 216,826 | $5.5M |
| Upper Left Wealth Management, LLC | 4.98% | Add +5.7% | 212,989 | $5.4M |
| Freedom Investment Management, Inc. | 0.42% | Reduce -3.4% | 209,487 | $5.3M |
| Nations Financial Group Inc, /Ia/ | 0.44% | Add +7.8% | 208,148 | $5.3M |
"% 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.