Schwab Emrg Mrkts Eqty ETFSCHEETF
13F holders, Q4 2024 (December 31)758holders +31
41new positions
37sold out
4famous investors
$26.60avg. 13F price*
At the end of Q4 2024, 758 institutions reported holding Schwab Emrg Mrkts Eqty ETF (SCHE) in their 13F filings, up 31 from Q3 2024. 41 opened new positions and 37 sold out. The largest holders were Creative Planning ($544.2M), Financial Engines Advisors L.L.C. ($497.8M) and HighTower Advisors, LLC ($222.8M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Schwab Emrg Mrkts Eqty ETF
- CUSIP
- 808524706
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $38.9M |
| Exits | 37 | $17.2M |
All 13F filers, Q3 2024 → Q4 2024: 7,108,718 shares bought and 7,776,397 shares sold, net −667,679 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 758 holders
| Creative Planning | 0.53% | Reduce -3.7% | 20,433,800 | $544.2M |
| Financial Engines Advisors L.L.C. | 1.05% | Reduce -2.7% | 18,694,885 | $497.8M |
| HighTower Advisors, LLC | 0.31% | Add +7.2% | 8,367,065 | $222.8M |
| SageView Advisory Group, LLC | 3.99% | Add +22.3% | 3,477,774 | $92.6M |
| Wealth Enhancement Advisory Services, LLC | 0.12% | Add +1.2% | 2,343,233 | $62.4M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -4.1% | 2,332,341 | $62.1M |
| Rebalance, LLC | 4.21% | Add +2.9% | 2,113,897 | $56.3M |
| Mather Group, Llc. | 0.69% | Reduce -1.7% | 2,001,316 | $53.3M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +5.5% | 1,955,557 | $52.1M |
| Morgan Stanley | 0.00% | Add +2.1% | 1,950,509 | $51.9M |
| Mercer Global Advisors Inc. | 0.12% | Reduce -3.1% | 1,863,839 | $49.6M |
| Orgel Wealth Management, LLC | 1.24% | Add +4.9% | 1,789,869 | $47.7M |
| FMR LLC | 0.00% | Add +2.6% | 1,593,104 | $42.4M |
| Moneta Group Investment Advisors LLC | 0.59% | Add +3.5% | 1,581,682 | $42.1M |
| Heartwood Wealth Advisors LLC | 4.54% | Add +0.9% | 1,514,620 | $40.3M |
| Mariner, LLC | 0.07% | Add +32.3% | 1,513,910 | $40.3M |
| Krilogy Financial LLC | 2.33% | Add +1.6% | 1,310,191 | $34.9M |
| Wells Fargo & Company | 0.01% | Add +7.1% | 1,257,573 | $33.5M |
| Cooper/Haims Advisors, LLC | 18.46% | Reduce -0.4% | 1,222,013 | $32.5M |
| McAdam, LLC | 1.77% | Reduce -6.7% | 1,217,631 | $32.4M |
| Jones Financial Companies LLLP | 0.03% | Add +8.4% | 1,156,732 | $30.8M |
| BlueSky Wealth Advisors, LLC | 4.67% | Reduce -0.7% | 1,122,528 | $29.9M |
| Rainey & Randall Wealth Advisors Inc. | 5.48% | Add +5.8% | 1,038,085 | $27.6M |
| JMG Financial Group, Ltd. | 0.86% | Add +2.2% | 952,101 | $25.4M |
| Wealthspire Advisors, LLC | 0.25% | Add +4.5% | 939,135 | $25.0M |
| Corient Private Wealth LP | 0.04% | Reduce -1.0% | 901,317 | $24.0M |
| US Bancorp \de | 0.03% | Reduce -76.7% | 888,725 | $23.7M |
| Cerity Partners LLC | 0.05% | Add +3.2% | 868,964 | $23.2M |
| Benjamin Edwards Inc. | 0.30% | Add +4.5% | 796,887 | $21.2M |
| Old Mission Capital LLC | 0.48% | New | 778,589 | $20.7M |
| Jane Street Group, LLC | 0.03% | Add +10534.0% | 743,319 | $19.8M |
| HBK Sorce Advisory LLC | 0.58% | Add +28.2% | 720,550 | $19.2M |
| Sanctuary Advisors, LLC | 0.12% | Add +3.3% | 701,798 | $19.1M |
| Ballentine Partners, LLC | 0.33% | Reduce -2.8% | 715,382 | $19.1M |
| Clearwater Capital Advisors, LLC | 1.81% | Add +3.3% | 693,214 | $18.5M |
| UBS Group AG | 0.00% | Reduce -5.7% | 684,200 | $18.2M |
| Cetera Investment Advisers | 0.04% | Add +1.5% | 663,405 | $17.7M |
| SCS Capital Management LLC | 0.33% | Reduce -3.8% | 605,892 | $16.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.43% | Add +4.5% | 588,477 | $15.7M |
| Charles Schwab Trust Co | 1.28% | Add +6.2% | 557,903 | $14.9M |
| Summit Wealth & Retirement Planning, Inc. | 4.39% | Add +1.4% | 532,476 | $14.2M |
| LPL Financial LLC | 0.01% | Add +6.5% | 514,576 | $13.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.4% | 509,092 | $13.6M |
| Alliance Wealth Management Group | 3.57% | Add +1.4% | 501,415 | $13.4M |
| Towercrest Capital Management | 2.16% | Add +1.4% | 501,415 | $13.4M |
| Lake Street Advisors Group, LLC | 0.62% | Reduce -1.7% | 500,412 | $13.3M |
| Fund Evaluation Group, LLC | 0.62% | Add +44.9% | 499,949 | $13.3M |
| Klingenstein Fields & Co. LP | 0.53% | Reduce -50.0% | 497,481 | $13.2M |
| Pure Portfolios Holdings LLC | 4.77% | Add +2.1% | 482,281 | $12.8M |
| Invst, LLC | 1.52% | Add +0.8% | 468,238 | $12.5M |
| Boyd Wealth Management, LLC | 6.13% | Add +122.0% | 466,712 | $12.4M |
| Wooster Corthell Wealth Management, Inc. | 2.66% | Add +1.0% | 459,415 | $12.2M |
| Commonwealth Equity Services, LLC | 0.02% | Add +5.4% | 446,589 | $11.9M |
| Bank of America Corp. | 0.00% | Add +107.0% | 428,059 | $11.4M |
| Cresset Asset Management, LLC | 0.05% | Reduce -2.5% | 425,493 | $11.3M |
| Naples Global Advisors, LLC | 1.00% | Add +2.2% | 401,853 | $10.7M |
| Tidal Investments LLC | 0.09% | Add +10.4% | 400,000 | $10.7M |
| Osaic Holdings, Inc. | 0.02% | Add +0.7% | 425,195 | $10.5M |
| Focus Partners Wealth | 0.03% | Add +28.4% | 391,402 | $10.4M |
| Adamsbrown Wealth Consultants LLC | 3.41% | Add +4.9% | 375,430 | $10.0M |
| Prime Capital Investment Advisors, LLC | 0.14% | Reduce -2.3% | 371,422 | $9.9M |
| Pathstone Holdings, LLC | 0.04% | Reduce -18.1% | 370,954 | $9.9M |
| Hantz Financial Services, Inc. | 0.16% | Reduce -0.2% | 347,345 | $9.3M |
| Steele Capital Management, Inc. | 0.47% | Reduce -0.1% | 340,548 | $9.1M |
| North Star Asset Management Inc. | 0.39% | Reduce -3.1% | 333,727 | $8.9M |
| Red Tortoise LLC | 4.65% | Reduce -1.0% | 332,717 | $8.9M |
| Susquehanna International Group, LLP | 0.01% | Reduce -1.8% | 330,229 | $8.8M |
| Captrust Financial Advisors | 0.03% | Reduce -7.5% | 329,299 | $8.8M |
| TruNorth Capital Management, LLC | 2.39% | Add +14.1% | 328,697 | $8.8M |
| HC Advisors, LLC | 6.96% | Reduce -0.6% | 325,571 | $8.7M |
| Visionary Wealth Advisors | 0.50% | Reduce -0.6% | 321,999 | $8.6M |
| MorganRosel Wealth Management, LLC | 2.81% | Add +0.5% | 321,393 | $8.6M |
| Garde Capital, Inc. | 0.56% | Reduce -6.9% | 317,270 | $8.4M |
| Apriem Advisors | 0.95% | Reduce -2.0% | 312,635 | $8.3M |
| Brand Asset Management Group, Inc. | 3.28% | Add +1.0% | 302,885 | $8.1M |
| Zacks Investment Management | 0.07% | Add +10.6% | 297,978 | $7.9M |
| Seneca Financial Advisors LLC | 3.91% | Add +4.1% | 295,854 | $7.9M |
| RKL Wealth Management LLC | 0.69% | Reduce -9.8% | 290,237 | $7.7M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +10.0% | 289,341 | $7.7M |
| Callan Capital, LLC | 0.55% | Add +8.9% | 281,065 | $7.5M |
| Ballast Advisors LLC | 2.29% | Add +5.7% | 278,751 | $7.4M |
| Wedmont Private Capital | 0.37% | Add +1.0% | 270,302 | $7.0M |
| Buckingham Capital Management, Inc. | 0.80% | Add +1.6% | 263,093 | $7.0M |
| Cabot Wealth Management Inc. | 0.87% | Reduce -26.5% | 256,860 | $6.8M |
| Sierra Ocean, LLC | 5.58% | — | 256,685 | $6.8M |
| Main Street Financial Solutions, LLC | 0.67% | Add +6.7% | 255,790 | $6.8M |
| Geneos Wealth Management Inc. | 0.23% | Add +2.3% | 247,111 | $6.6M |
| Boltwood Capital Management | 1.93% | Reduce -1.0% | 238,329 | $6.3M |
| Sherwood Financial Partners, LLC | 6.14% | — | 232,135 | $6.2M |
| Freedom Investment Management, Inc. | 0.51% | Add +0.2% | 230,281 | $6.1M |
| Ackerman Capital Advisors, LLC | 1.59% | Reduce -1.0% | 227,768 | $6.1M |
| Stifel Financial Corp. | 0.01% | Add +2.2% | 227,484 | $6.1M |
| Arkansas Financial Group, Inc. | 0.97% | Reduce -3.0% | 225,053 | $6.0M |
| Gemmer Asset Management LLC | 0.59% | Add +7.6% | 224,897 | $6.0M |
| Atria Investments, Inc | 0.07% | Add +3.5% | 221,378 | $5.9M |
| Holistic Financial Partners | 2.92% | Reduce -10.0% | 220,786 | $5.9M |
| St. Louis Trust Co | 0.84% | No change | 220,000 | $5.9M |
| Courage Miller Partners, LLC | 1.99% | Reduce -0.5% | 218,733 | $5.8M |
| Nations Financial Group Inc, /Ia/ | 0.42% | Add +2.3% | 216,134 | $5.8M |
| Nicholas Hoffman & Company, LLC. | 0.22% | Add +6.3% | 210,849 | $5.6M |
"% 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.