Schwab Emrg Mrkts Eqty ETFSCHEETF
13F holders, Q1 2025 (March 31)761holders +3
65new positions
56sold out
2famous investors
$27.53avg. 13F price*
At the end of Q1 2025, 761 institutions reported holding Schwab Emrg Mrkts Eqty ETF (SCHE) in their 13F filings, up 3 from Q4 2024. 65 opened new positions and 56 sold out. The largest holders were Creative Planning ($553.6M), Financial Engines Advisors L.L.C. ($500.6M) and HighTower Advisors, LLC ($271.7M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 65 | $24.3M |
| Exits | 56 | $26.7M |
All 13F filers, Q4 2024 → Q1 2025: 11,505,237 shares bought and 6,397,294 shares sold, net +5,107,943 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 761 holders
| Creative Planning | 0.52% | Reduce -1.7% | 20,078,302 | $553.6M |
| Financial Engines Advisors L.L.C. | 1.07% | Reduce -2.9% | 18,155,827 | $500.6M |
| HighTower Advisors, LLC | 0.37% | Add +17.8% | 9,855,049 | $271.7M |
| US Bancorp \de | 0.13% | Add +311.1% | 3,653,803 | $100.7M |
| SageView Advisory Group, LLC | 4.22% | Add +3.1% | 3,586,105 | $98.9M |
| Wealth Enhancement Advisory Services, LLC | 0.12% | Reduce -1.1% | 2,317,743 | $63.9M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -2.4% | 2,277,604 | $62.8M |
| Rebalance, LLC | 4.31% | Add +0.4% | 2,122,048 | $58.5M |
| Mather Group, Llc. | 0.67% | Add +5.6% | 2,113,788 | $58.3M |
| Rakuten Investment Management, Inc. | 0.25% | — | 2,013,903 | $55.6M |
| Morgan Stanley | 0.00% | Add +2.7% | 2,003,841 | $55.2M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +1.1% | 1,977,785 | $54.5M |
| Wealthspire Advisors, LLC | 0.31% | Add +101.4% | 1,891,296 | $52.1M |
| Orgel Wealth Management, LLC | 1.34% | Add +4.5% | 1,869,724 | $51.5M |
| Mercer Global Advisors Inc. | 0.11% | Reduce -6.6% | 1,740,454 | $48.0M |
| Moneta Group Investment Advisors LLC | 0.64% | Add +7.0% | 1,692,636 | $46.7M |
| FMR LLC | 0.00% | Reduce -0.0% | 1,592,573 | $43.9M |
| Heartwood Wealth Advisors LLC | 4.80% | Add +0.6% | 1,523,909 | $42.0M |
| Mariner, LLC | 0.06% | Reduce -6.8% | 1,410,136 | $38.9M |
| Krilogy Financial LLC | 2.51% | Add +7.2% | 1,403,863 | $38.7M |
| Wells Fargo & Company | 0.01% | Add +6.5% | 1,339,649 | $36.9M |
| Cooper/Haims Advisors, LLC | 18.55% | Add +1.6% | 1,241,318 | $34.2M |
| Jones Financial Companies LLLP | 0.03% | Add +2.4% | 1,184,030 | $32.7M |
| BlueSky Wealth Advisors, LLC | 4.85% | Add +1.2% | 1,135,797 | $31.3M |
| HBK Sorce Advisory LLC | 0.92% | Add +57.5% | 1,134,892 | $31.3M |
| McAdam, LLC | 1.87% | Reduce -10.0% | 1,096,378 | $30.2M |
| Rainey & Randall Wealth Advisors Inc. | 5.67% | Add +1.3% | 1,051,080 | $29.0M |
| Sanctuary Advisors, LLC | 0.19% | Add +41.5% | 993,147 | $27.4M |
| Corient Private Wealth LP | 0.04% | Add +5.6% | 952,063 | $26.2M |
| Fund Evaluation Group, LLC | 1.11% | Add +86.3% | 931,410 | $25.7M |
| JMG Financial Group, Ltd. | 0.86% | Reduce -2.5% | 928,534 | $25.6M |
| Cerity Partners LLC | 0.05% | Add +0.6% | 873,881 | $24.1M |
| JPMorgan Chase & Co. | 0.00% | Add +63.5% | 832,357 | $22.9M |
| Cetera Investment Advisers | 0.04% | Add +13.1% | 750,607 | $20.7M |
| Pathstone Holdings, LLC | 0.09% | Add +99.2% | 738,918 | $20.4M |
| SCS Capital Management LLC | 0.26% | Add +21.1% | 733,854 | $20.2M |
| Clearwater Capital Advisors, LLC | 1.90% | Add +2.8% | 712,448 | $19.6M |
| Ballentine Partners, LLC | 0.34% | Reduce -0.9% | 708,813 | $19.5M |
| Prime Capital Investment Advisors, LLC | 0.22% | Add +83.7% | 682,274 | $18.8M |
| UBS Group AG | 0.00% | Reduce -0.5% | 680,717 | $18.8M |
| Benjamin Edwards Inc. | 0.26% | Reduce -15.5% | 673,066 | $18.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.46% | Add +11.1% | 653,554 | $18.0M |
| Charles Schwab Trust Co | 1.41% | Add +9.7% | 611,983 | $16.9M |
| Summit Wealth & Retirement Planning, Inc. | 4.70% | Add +4.4% | 555,973 | $15.3M |
| Osaic Holdings, Inc. | 0.03% | Add +27.9% | 543,593 | $15.0M |
| Alliance Wealth Management Group | 3.96% | Add +6.3% | 533,081 | $14.7M |
| Towercrest Capital Management | 2.79% | Add +6.3% | 533,081 | $14.7M |
| LPL Financial LLC | 0.01% | Reduce -3.8% | 494,853 | $13.6M |
| Klingenstein Fields & Co. LP | 0.57% | Reduce -1.4% | 490,494 | $13.5M |
| Pure Portfolios Holdings LLC | 4.95% | Add +1.4% | 488,784 | $13.5M |
| Waverly Advisors, LLC | 0.16% | Add +168.5% | 486,837 | $13.4M |
| Wooster Corthell Wealth Management, Inc. | 2.59% | Reduce -0.1% | 458,865 | $12.7M |
| Adamsbrown Wealth Consultants LLC | 3.72% | Add +14.3% | 429,011 | $11.8M |
| Naples Global Advisors, LLC | 1.10% | Add +4.1% | 418,272 | $11.5M |
| Focus Partners Wealth | 0.03% | Add +5.8% | 413,947 | $11.4M |
| Old Mission Capital LLC | 0.20% | Reduce -52.0% | 373,431 | $10.3M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -22.0% | 348,440 | $9.6M |
| Cresset Asset Management, LLC | 0.05% | Reduce -18.8% | 345,365 | $9.5M |
| TruNorth Capital Management, LLC | 2.37% | Add +5.1% | 345,328 | $9.5M |
| HC Advisors, LLC | 7.06% | Add +5.0% | 341,820 | $9.4M |
| Hantz Financial Services, Inc. | 0.17% | Reduce -1.9% | 340,882 | $9.4M |
| Steele Capital Management, Inc. | 0.49% | Reduce -0.6% | 338,644 | $9.3M |
| North Star Asset Management Inc. | 0.41% | Reduce -1.6% | 328,442 | $9.1M |
| Flow Traders U.S. LLC | 0.38% | Add +671.0% | 326,578 | $9.0M |
| Red Tortoise LLC | 4.66% | Reduce -2.6% | 324,192 | $8.9M |
| Brand Asset Management Group, Inc. | 3.66% | Add +5.1% | 318,459 | $8.8M |
| MorganRosel Wealth Management, LLC | 2.64% | Reduce -1.7% | 315,961 | $8.7M |
| Visionary Wealth Advisors | 0.52% | Reduce -2.1% | 315,286 | $8.7M |
| Zacks Investment Management | 0.08% | Add +1.4% | 302,077 | $8.3M |
| Seneca Financial Advisors LLC | 4.03% | Add +2.0% | 301,805 | $8.3M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +2.5% | 296,732 | $8.2M |
| Garde Capital, Inc. | 0.47% | Reduce -6.5% | 296,536 | $8.2M |
| Apriem Advisors | 0.96% | Reduce -5.3% | 296,182 | $8.2M |
| Captrust Financial Advisors | 0.02% | Reduce -14.7% | 280,831 | $7.7M |
| Main Street Financial Solutions, LLC | 0.67% | Add +9.1% | 279,035 | $7.7M |
| Callan Capital, LLC | 0.57% | Reduce -1.1% | 277,822 | $7.7M |
| Ballast Advisors LLC | 2.41% | Reduce -1.4% | 274,775 | $7.6M |
| Sierra Ocean, LLC | 5.94% | Add +6.3% | 272,821 | $7.5M |
| Wedmont Private Capital | 0.38% | Add +2.7% | 277,518 | $7.3M |
| RKL Wealth Management LLC | 0.67% | Reduce -10.6% | 259,626 | $7.2M |
| Cabot Wealth Management Inc. | 0.90% | Reduce -0.7% | 255,151 | $7.0M |
| Invst, LLC | 0.95% | Reduce -46.3% | 251,250 | $6.9M |
| Geneos Wealth Management Inc. | 0.23% | Add +0.2% | 247,520 | $6.8M |
| Boltwood Capital Management | 2.01% | Add +0.7% | 239,959 | $6.6M |
| Freedom Investment Management, Inc. | 0.55% | Add +3.5% | 238,263 | $6.6M |
| Bank of America Corp. | 0.00% | Reduce -44.5% | 237,636 | $6.6M |
| Sherwood Financial Partners, LLC | 6.28% | Add +1.1% | 234,715 | $6.5M |
| Gemmer Asset Management LLC | 0.64% | Add +3.8% | 233,498 | $6.4M |
| Ackerman Capital Advisors, LLC | 1.65% | Reduce -0.3% | 227,201 | $6.3M |
| Atria Investments, Inc | 0.08% | Add +0.6% | 222,631 | $6.1M |
| Courage Miller Partners, LLC | 2.08% | Add +1.6% | 222,293 | $6.1M |
| St. Louis Trust Co | 0.88% | No change | 220,000 | $6.1M |
| Marotta Asset Management | 1.18% | Add +8.8% | 206,733 | $6.0M |
| Boyd Wealth Management, LLC | 2.96% | Reduce -53.9% | 215,390 | $5.9M |
| Nicholas Hoffman & Company, LLC. | 0.22% | Add +0.3% | 211,481 | $5.8M |
| Stifel Financial Corp. | 0.01% | Reduce -8.9% | 207,265 | $5.7M |
| Strid Group, LLC | 0.88% | Reduce -0.1% | 204,773 | $5.6M |
| Cornerstone Wealth Advisors, Inc. | 1.57% | Reduce -1.7% | 204,466 | $5.6M |
| Arkansas Financial Group, Inc. | 0.96% | Reduce -3.1% | 218,022 | $5.6M |
| Raymond James Financial Inc. | 0.00% | Add +5.2% | 201,485 | $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.