Schwab Emrg Mrkts Eqty ETFSCHEETF
13F holders, Q3 2024 (September 30)727holders +6
45new positions
40sold out
2famous investors
$29.15avg. 13F price*
At the end of Q3 2024, 727 institutions reported holding Schwab Emrg Mrkts Eqty ETF (SCHE) in their 13F filings, up 6 from Q2 2024. 45 opened new positions and 40 sold out. The largest holders were Creative Planning ($619.4M), Financial Engines Advisors L.L.C. ($560.5M) and HighTower Advisors, LLC ($227.8M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors'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
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $42.6M |
| Exits | 40 | $2.7B |
All 13F filers, Q2 2024 → Q3 2024: 10,123,854 shares bought and 105,969,693 shares sold, net −95,845,839 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 727 holders
| Creative Planning | 0.61% | Reduce -4.1% | 21,228,179 | $619.4M |
| Financial Engines Advisors L.L.C. | 1.17% | Reduce -1.9% | 19,207,848 | $560.5M |
| HighTower Advisors, LLC | 0.34% | Add +7.5% | 7,807,789 | $227.8M |
| US Bancorp \de | 0.14% | Add +12168.2% | 3,812,699 | $111.3M |
| SageView Advisory Group, LLC | 4.21% | Reduce -11.4% | 2,843,492 | $83.0M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -3.3% | 2,432,988 | $71.0M |
| Wealth Enhancement Advisory Services, LLC | 0.15% | Reduce -3.2% | 2,314,572 | $67.5M |
| Rebalance, LLC | 4.39% | Add +5.2% | 2,055,415 | $60.0M |
| Mather Group, Llc. | 0.76% | Reduce -15.2% | 2,035,106 | $59.4M |
| Mercer Global Advisors Inc. | 0.13% | Reduce -0.9% | 1,924,028 | $56.6M |
| Morgan Stanley | 0.00% | Reduce -7.5% | 1,910,391 | $55.7M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Reduce -0.3% | 1,853,436 | $54.1M |
| Orgel Wealth Management, LLC | 1.25% | Add +4.6% | 1,706,521 | $49.8M |
| Rakuten Investment Management, Inc. | 0.29% | Add +21.8% | 1,667,980 | $49.2M |
| FMR LLC | 0.00% | Add +6.7% | 1,552,161 | $45.3M |
| Moneta Group Investment Advisors LLC | 0.65% | Add +11.0% | 1,527,541 | $44.6M |
| Heartwood Wealth Advisors LLC | 4.85% | Add +0.6% | 1,501,304 | $43.8M |
| McAdam, LLC | 2.14% | Reduce -5.7% | 1,304,505 | $38.1M |
| Krilogy Financial LLC | 2.59% | Reduce -1.9% | 1,290,170 | $37.6M |
| Cooper/Haims Advisors, LLC | 19.68% | Add +1.6% | 1,226,413 | $35.8M |
| Wells Fargo & Company | 0.01% | Add +16.9% | 1,173,872 | $34.3M |
| Mariner, LLC | 0.06% | Reduce -0.6% | 1,144,296 | $33.4M |
| BlueSky Wealth Advisors, LLC | 5.12% | Add +4.2% | 1,130,665 | $33.0M |
| Jones Financial Companies LLLP | 0.03% | Add +0.9% | 1,066,757 | $31.2M |
| Klingenstein Fields & Co. LP | 1.15% | Reduce -4.7% | 995,072 | $29.0M |
| Rainey & Randall Wealth Advisors Inc. | 6.15% | Reduce -0.1% | 981,067 | $28.6M |
| JMG Financial Group, Ltd. | 0.93% | Add +5.1% | 931,405 | $27.2M |
| Corient Private Wealth LP | 0.04% | Add +0.8% | 910,048 | $26.6M |
| Wealthspire Advisors, LLC | 0.27% | Add +4.3% | 899,039 | $26.2M |
| Cerity Partners LLC | 0.05% | Add +72.7% | 841,663 | $24.6M |
| Benjamin Edwards Inc. | 0.32% | Add +7554.9% | 762,735 | $22.3M |
| Ballentine Partners, LLC | 0.37% | Reduce -1.4% | 736,243 | $21.5M |
| UBS Group AG | 0.01% | Add +1.3% | 725,279 | $21.2M |
| Clearwater Capital Advisors, LLC | 1.91% | Add +4.4% | 671,161 | $19.6M |
| Cetera Investment Advisers | 0.04% | Add +1.6% | 653,625 | $19.1M |
| Sanctuary Advisors, LLC | 0.12% | Add +130.6% | 679,738 | $18.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -4.5% | 629,686 | $18.4M |
| SCS Capital Management LLC | 0.37% | Reduce -8.5% | 629,559 | $18.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.46% | Add +8.1% | 563,307 | $16.4M |
| HBK Sorce Advisory LLC | 0.50% | Reduce -0.5% | 562,108 | $16.4M |
| JPMorgan Chase & Co. | 0.00% | Add +321.7% | 526,876 | $15.4M |
| Charles Schwab Trust Co | 1.32% | Add +14.5% | 525,239 | $15.3M |
| Summit Wealth & Retirement Planning, Inc. | 4.89% | Add +2.7% | 525,175 | $15.3M |
| Lake Street Advisors Group, LLC | 0.69% | Add +7.1% | 508,858 | $14.8M |
| Alliance Wealth Management Group | 3.84% | Reduce -4.0% | 494,504 | $14.4M |
| Towercrest Capital Management | 2.33% | Reduce -4.0% | 494,504 | $14.4M |
| LPL Financial LLC | 0.01% | Add +2.7% | 483,408 | $14.1M |
| Pure Portfolios Holdings LLC | 5.20% | — | 472,198 | $13.8M |
| Invst, LLC | 1.64% | Reduce -13.0% | 464,527 | $13.6M |
| Wooster Corthell Wealth Management, Inc. | 2.83% | Add +0.6% | 454,799 | $13.3M |
| Pathstone Holdings, LLC | 0.06% | Add +0.2% | 453,228 | $13.2M |
| Cresset Asset Management, LLC | 0.05% | Reduce -22.2% | 436,310 | $12.7M |
| Commonwealth Equity Services, LLC | 0.02% | Add +24.4% | 423,832 | $12.4M |
| Osaic Holdings, Inc. | 0.03% | Reduce -7.6% | 422,253 | $12.3M |
| Naples Global Advisors, LLC | 1.07% | Add +2.8% | 393,306 | $11.5M |
| Prime Capital Investment Advisors, LLC | 0.16% | Reduce -5.8% | 380,180 | $11.1M |
| Tidal Investments LLC | 0.12% | New | 362,318 | $10.6M |
| Adamsbrown Wealth Consultants LLC | 3.62% | Add +3.1% | 357,859 | $10.4M |
| Captrust Financial Advisors | 0.03% | Add +31.3% | 355,797 | $10.4M |
| Cabot Wealth Management Inc. | 1.27% | Add +1.5% | 349,397 | $10.2M |
| Hantz Financial Services, Inc. | 0.18% | Reduce -6.2% | 348,003 | $10.2M |
| Fund Evaluation Group, LLC | 0.56% | Reduce -0.9% | 345,130 | $10.1M |
| North Star Asset Management Inc. | 0.45% | Reduce -1.5% | 344,368 | $10.0M |
| Steele Capital Management, Inc. | 0.52% | Reduce -1.6% | 341,049 | $10.0M |
| Garde Capital, Inc. | 0.65% | Reduce -8.7% | 340,834 | $9.9M |
| Susquehanna International Group, LLP | 0.02% | Add +178.5% | 336,317 | $9.8M |
| Red Tortoise LLC | 4.94% | Reduce -2.3% | 335,965 | $9.8M |
| HC Advisors, LLC | 7.86% | Add +9.0% | 327,443 | $9.6M |
| Visionary Wealth Advisors | 0.57% | Reduce -2.1% | 323,767 | $9.4M |
| RKL Wealth Management LLC | 0.85% | Reduce -5.7% | 321,785 | $9.4M |
| MorganRosel Wealth Management, LLC | 3.08% | Add +0.1% | 319,659 | $9.3M |
| Apriem Advisors | 1.09% | Reduce -3.9% | 319,049 | $9.3M |
| Focus Partners Wealth | 0.03% | New | 304,838 | $8.9M |
| Brand Asset Management Group, Inc. | 3.43% | Reduce -0.8% | 299,919 | $8.8M |
| Waverly Advisors, LLC | 0.16% | Reduce -5.4% | 296,386 | $8.6M |
| TruNorth Capital Management, LLC | 2.49% | Add +5.9% | 287,989 | $8.4M |
| Seneca Financial Advisors LLC | 4.03% | Add +0.1% | 284,120 | $8.3M |
| Wedmont Private Capital | 0.46% | Add +2.0% | 267,512 | $8.1M |
| Zacks Investment Management | 0.07% | Add +16.5% | 269,500 | $7.9M |
| Ballast Advisors LLC | 2.38% | Reduce -2.5% | 263,619 | $7.7M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +7.7% | 262,972 | $7.7M |
| Buckingham Capital Management, Inc. | 0.86% | Reduce -0.5% | 258,826 | $7.6M |
| Callan Capital, LLC | 0.53% | Reduce -6.4% | 258,198 | $7.5M |
| Avalon Capital Management | 2.28% | New | 258,083 | $7.5M |
| Holistic Financial Partners | 3.44% | Add +1.1% | 245,216 | $7.2M |
| Geneos Wealth Management Inc. | 0.27% | Reduce -6.3% | 241,684 | $7.1M |
| Boltwood Capital Management | 2.08% | Reduce -3.1% | 240,689 | $7.0M |
| Main Street Financial Solutions, LLC | 0.64% | Add +2.5% | 239,746 | $7.0M |
| Arkansas Financial Group, Inc. | 1.11% | Reduce -2.9% | 232,141 | $6.8M |
| Ackerman Capital Advisors, LLC | 1.73% | Reduce -2.1% | 229,973 | $6.7M |
| Freedom Investment Management, Inc. | 0.53% | Reduce -1.3% | 229,842 | $6.7M |
| Stifel Financial Corp. | 0.01% | Reduce -10.1% | 222,551 | $6.5M |
| St. Louis Trust Co | 0.90% | No change | 220,000 | $6.4M |
| Courage Miller Partners, LLC | 2.16% | Reduce -0.7% | 219,778 | $6.4M |
| Atria Investments, Inc | 0.08% | Add +2.4% | 213,951 | $6.2M |
| Nations Financial Group Inc, /Ia/ | 0.45% | Add +0.8% | 211,280 | $6.2M |
| Boyd Wealth Management, LLC | 3.11% | Reduce -46.3% | 210,215 | $6.1M |
| Cornerstone Wealth Advisors, Inc. | 1.70% | Add +1.4% | 209,380 | $6.1M |
| OLIO Financial Planning | 2.57% | Add +0.3% | 246,945 | $6.1M |
| Gemmer Asset Management LLC | 0.61% | Add +7.4% | 208,995 | $6.1M |
"% 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.