Schwab Emrg Mrkts Eqty ETFSCHEETF
13F holders, Q2 2024 (June 30)721holders −3
41new positions
49sold out
2famous investors
$26.49avg. 13F price*
At the end of Q2 2024, 721 institutions reported holding Schwab Emrg Mrkts Eqty ETF (SCHE) in their 13F filings, down 3 from Q1 2024. 41 opened new positions and 49 sold out. The largest holders were Charles Schwab Investment Management Inc. ($2.6B), Creative Planning ($588.0M) and Financial Engines Advisors L.L.C. ($520.9M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $124.8M |
| Exits | 49 | $32.5M |
All 13F filers, Q1 2024 → Q2 2024: 96,625,487 shares bought and 10,280,801 shares sold, net +86,344,686 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 721 holders
| Charles Schwab Investment Management Inc. | 0.50% | Add +714.2% | 99,202,459 | $2.6B |
| Creative Planning | 0.63% | Reduce -5.2% | 22,137,796 | $588.0M |
| Financial Engines Advisors L.L.C. | 1.16% | Reduce -1.7% | 19,587,589 | $520.9M |
| HighTower Advisors, LLC | 0.30% | Add +24.5% | 7,263,450 | $192.9M |
| SageView Advisory Group, LLC | 5.31% | New | 3,209,191 | $85.2M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -10.4% | 2,517,081 | $66.9M |
| Wealth Enhancement Advisory Services, LLC | 0.15% | Reduce -1.6% | 2,390,100 | $63.5M |
| Mather Group, Llc. | 0.75% | Reduce -4.8% | 2,399,977 | $60.6M |
| Morgan Stanley | 0.00% | Add +10.3% | 2,064,715 | $54.8M |
| Rebalance, LLC | 4.17% | Add +9.8% | 1,953,452 | $51.9M |
| Mercer Global Advisors Inc. | 0.14% | Reduce -10.7% | 1,942,178 | $51.6M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +0.4% | 1,858,079 | $49.4M |
| Orgel Wealth Management, LLC | 1.17% | Add +13.0% | 1,631,129 | $43.3M |
| Heartwood Wealth Advisors LLC | 4.74% | Add +0.7% | 1,492,863 | $39.7M |
| FMR LLC | 0.00% | Reduce -10.8% | 1,454,703 | $38.6M |
| McAdam, LLC | 2.21% | Add +10.4% | 1,383,102 | $36.7M |
| Moneta Group Investment Advisors LLC | 0.58% | Add +5.5% | 1,376,057 | $36.5M |
| Rakuten Investment Management, Inc. | 0.24% | Add +8.3% | 1,369,580 | $36.3M |
| Krilogy Financial LLC | 2.58% | Reduce -0.8% | 1,315,133 | $34.9M |
| Cooper/Haims Advisors, LLC | 17.98% | Add +1.0% | 1,207,190 | $32.1M |
| Mariner, LLC | 0.06% | Reduce -4.9% | 1,150,951 | $30.6M |
| BlueSky Wealth Advisors, LLC | 4.85% | New | 1,084,906 | $28.8M |
| Jones Financial Companies LLLP | 0.03% | Add +0.4% | 1,056,913 | $28.1M |
| Klingenstein Fields & Co. LP | 1.15% | Reduce -3.2% | 1,044,192 | $27.7M |
| Wells Fargo & Company | 0.01% | Add +6.3% | 1,004,323 | $26.7M |
| Rainey & Randall Wealth Advisors Inc. | 6.16% | Add +0.6% | 982,548 | $26.1M |
| Corient Private Wealth LP | 0.04% | Add +0.7% | 902,458 | $24.0M |
| JMG Financial Group, Ltd. | 0.88% | Reduce -4.4% | 886,304 | $23.5M |
| Wealthspire Advisors, LLC | 0.29% | Reduce -0.6% | 861,533 | $22.9M |
| Ballentine Partners, LLC | 0.37% | Reduce -0.9% | 746,740 | $19.8M |
| Benjamin F. Edwards & Company, Inc. | 0.35% | Reduce -4.3% | 741,555 | $19.7M |
| UBS Group AG | 0.01% | Reduce -5.7% | 716,003 | $19.0M |
| SCS Capital Management LLC | 0.38% | Reduce -2.5% | 688,112 | $18.3M |
| Bank of New York Mellon Corp | 0.00% | Add +0.7% | 659,573 | $17.5M |
| Cetera Investment Advisers | 0.04% | Add +0.6% | 643,422 | $17.1M |
| Clearwater Capital Advisors, LLC | 1.81% | Reduce -0.5% | 642,826 | $17.1M |
| Tradewinds Capital Management, LLC | 4.95% | Add +20070.6% | 632,146 | $16.8M |
| HBK Sorce Advisory LLC | 0.52% | Add +0.1% | 565,005 | $15.0M |
| Cresset Asset Management, LLC | 0.06% | Reduce -6.3% | 561,009 | $14.9M |
| Invst, LLC | 1.57% | Reduce -14.7% | 534,155 | $14.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.42% | Add +6.3% | 521,093 | $13.8M |
| Alliance Wealth Management Group | 3.91% | Add +2.0% | 515,252 | $13.7M |
| Towercrest Capital Management | 2.25% | Add +2.0% | 515,252 | $13.7M |
| Summit Wealth & Retirement Planning, Inc. | 4.62% | Add +7.1% | 511,168 | $13.6M |
| Cerity Partners LLC | 0.04% | Reduce -6.6% | 487,271 | $12.9M |
| Lake Street Advisors Group, LLC | 0.61% | Add +0.8% | 475,010 | $12.6M |
| LPL Financial LLC | 0.01% | Reduce -1.1% | 470,570 | $12.5M |
| Old Mission Capital LLC | 0.32% | Reduce -49.7% | 459,328 | $12.2M |
| Charles Schwab Trust Co | 1.13% | Add +3.4% | 458,561 | $12.2M |
| Osaic Holdings, Inc. | 0.03% | Reduce -6.4% | 456,829 | $12.1M |
| Pathstone Holdings, LLC | 0.05% | Add +1.6% | 452,251 | $12.0M |
| Wooster Corthell Wealth Management, Inc. | 2.72% | Add +0.5% | 452,197 | $12.0M |
| Prime Capital Investment Advisors, LLC | 0.16% | Reduce -30.7% | 403,607 | $10.7M |
| Boyd Wealth Management, LLC | 5.74% | Add +106.7% | 391,527 | $10.4M |
| Naples Global Advisors, LLC | 1.02% | Add +4.0% | 382,787 | $10.2M |
| Garde Capital, Inc. | 0.69% | Reduce -15.4% | 373,471 | $9.9M |
| Hantz Financial Services, Inc. | 0.19% | Reduce -8.5% | 370,842 | $9.8M |
| North Star Asset Management Inc. | 0.44% | Reduce -3.2% | 349,745 | $9.3M |
| Fund Evaluation Group, LLC | 0.57% | Reduce -0.3% | 348,165 | $9.2M |
| Adamsbrown Wealth Consultants LLC | 3.59% | Add +3.4% | 347,045 | $9.2M |
| Steele Capital Management, Inc. | 0.51% | Reduce -0.7% | 346,429 | $9.2M |
| Cabot Wealth Management Inc. | 1.20% | Reduce -6.7% | 344,142 | $9.1M |
| Red Tortoise LLC | 4.98% | Add +0.6% | 343,776 | $9.1M |
| RKL Wealth Management LLC | 0.87% | Reduce -3.0% | 341,326 | $9.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.5% | 340,767 | $9.1M |
| Apriem Advisors | 1.08% | Reduce -2.6% | 332,004 | $8.8M |
| Visionary Wealth Advisors | 0.57% | Add +0.4% | 330,628 | $8.8M |
| MorganRosel Wealth Management, LLC | 2.99% | Add +2.6% | 319,294 | $8.5M |
| Jane Street Group, LLC | 0.01% | Reduce -88.6% | 315,165 | $8.4M |
| Waverly Advisors, LLC | 0.16% | Add +3.4% | 313,371 | $8.3M |
| Brand Asset Management Group, Inc. | 3.39% | Reduce -1.6% | 302,468 | $8.0M |
| HC Advisors, LLC | 7.36% | Reduce -2.3% | 300,321 | $8.0M |
| Seneca Financial Advisors LLC | 3.91% | Reduce -0.4% | 283,964 | $7.5M |
| Sanctuary Advisors, LLC | 0.05% | — | 294,736 | $7.5M |
| Callan Capital, LLC | 0.60% | Reduce -5.4% | 275,876 | $7.3M |
| Wedmont Private Capital | 0.46% | Reduce -9.9% | 262,178 | $7.3M |
| TruNorth Capital Management, LLC | 2.34% | Add +3.0% | 271,835 | $7.2M |
| Captrust Financial Advisors | 0.02% | Reduce -4.9% | 271,043 | $7.2M |
| Ballast Advisors LLC | 2.28% | Add +2.8% | 270,281 | $7.2M |
| Buckingham Capital Management, Inc. | 0.83% | Add +3.9% | 259,994 | $6.9M |
| Geneos Wealth Management Inc. | 0.30% | Add +2.5% | 257,939 | $6.9M |
| Boltwood Capital Management | 2.06% | Reduce -2.8% | 248,529 | $6.6M |
| Stifel Financial Corp. | 0.01% | Reduce -3.8% | 247,462 | $6.6M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +4.2% | 244,287 | $6.5M |
| Holistic Financial Partners | 3.23% | Reduce -5.0% | 242,568 | $6.4M |
| Consilium Wealth Advisory, LLC | 3.47% | Add +2.1% | 239,504 | $6.4M |
| Arkansas Financial Group, Inc. | 1.13% | Reduce -17.7% | 238,989 | $6.3M |
| Ackerman Capital Advisors, LLC | 1.65% | Add +0.2% | 234,879 | $6.2M |
| Main Street Financial Solutions, LLC | 0.59% | Add +7.9% | 233,859 | $6.2M |
| Freedom Investment Management, Inc. | 0.51% | Add +11.1% | 232,785 | $6.2M |
| Zacks Investment Management | 0.07% | Add +13.4% | 231,255 | $6.1M |
| OLIO Financial Planning | 2.56% | Reduce -0.3% | 246,162 | $6.1M |
| Rockbridge Investment Management, LCC | 0.85% | Reduce -1.1% | 225,957 | $6.0M |
| Courage Miller Partners, LLC | 2.11% | Add +0.1% | 221,281 | $5.9M |
| St. Louis Trust Co | 0.89% | Add +22.1% | 220,000 | $5.8M |
| SigFig Wealth Management, LLC | 0.22% | Add +5.8% | 358,687 | $5.8M |
| Marotta Asset Management | 1.16% | Reduce -21.1% | 211,196 | $5.6M |
| Buckingham Strategic Wealth, LLC | 0.06% | Reduce -3.1% | 211,116 | $5.6M |
| Nations Financial Group Inc, /Ia/ | 0.45% | Add +0.7% | 209,536 | $5.6M |
| Atria Investments, Inc | 0.07% | Add +1.5% | 208,900 | $5.5M |
"% 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.