Schwab Emrg Mrkts Eqty ETFSCHEETF

13F holders, Q2 2025 (June 30)
769holders +8
53new positions
47sold out
3famous investors
$30.11avg. 13F price*

At the end of Q2 2025, 769 institutions reported holding Schwab Emrg Mrkts Eqty ETF (SCHE) in their 13F filings, up 8 from Q1 2025. 53 opened new positions and 47 sold out. The largest holders were Creative Planning ($588.5M), Financial Engines Advisors L.L.C. ($530.6M) and HighTower Advisors, LLC ($305.7M). 3 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), 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

02004006008001,000 Q1 2024: 724Q1 2024Q2 2024: 721Q2 2024Q3 2024: 727Q3 2024Q4 2024: 758Q4 2024Q1 2025: 761Q1 2025Q2 2025: 769Q2 2025Q3 2025: 784Q3 2025Q4 2025: 835Q4 2025Q1 2026: 870Q1 2026Q2 2026: 899Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions53$18.7M
Exits47$21.1M

All 13F filers, Q1 2025 → Q2 2025: 7,907,528 shares bought and 6,398,687 shares sold, net +1,508,841 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 769 holders

Creative Planning 0.50% Reduce -2.8% 19,526,618 $588.5M
Financial Engines Advisors L.L.C. 1.06% Reduce -3.0% 17,603,682 $530.6M
HighTower Advisors, LLC 0.38% Add +2.9% 10,141,479 $305.7M
SageView Advisory Group, LLC 4.39% Add +5.0% 3,764,296 $116.1M
Northwestern Mutual Wealth Management Co. 0.08% Add +86.8% 3,693,479 $111.3M
US Bancorp \de 0.13% Reduce -5.7% 3,445,757 $103.9M
Wealth Enhancement Advisory Services, LLC 0.11% Reduce -2.6% 2,256,257 $68.7M
Envestnet Asset Management Inc. 0.02% Reduce -0.1% 2,276,317 $68.6M
Morgan Stanley 0.00% Add +6.4% 2,132,115 $64.3M
Mather Group, Llc. 0.68% Add +0.1% 2,114,862 $63.7M
Rebalance, LLC 4.09% Reduce -5.9% 1,996,502 $60.2M
Orgel Wealth Management, LLC 1.42% Add +4.3% 1,950,673 $58.8M
Wealthspire Advisors, LLC 0.32% Add +0.9% 1,908,570 $57.5M
Moneta Group Investment Advisors LLC 0.64% Add +4.5% 1,768,550 $53.3M
FMR LLC 0.00% Add +2.5% 1,633,262 $49.2M
Mercer Global Advisors Inc. 0.11% Reduce -6.4% 1,628,282 $49.1M
Heartwood Wealth Advisors LLC 4.82% Add +0.4% 1,530,631 $46.1M
Sanctuary Advisors, LLC 0.27% Add +47.4% 1,464,286 $44.1M
Krilogy Financial LLC 2.48% Add +2.3% 1,436,488 $43.3M
Mariner, LLC 0.06% Reduce -0.2% 1,407,161 $42.4M
HBK Sorce Advisory LLC 1.10% Add +19.2% 1,352,414 $40.8M
Wells Fargo & Company 0.01% Reduce -1.0% 1,325,780 $40.0M
Cooper/Haims Advisors, LLC 18.82% Add +2.1% 1,267,630 $38.2M
JPMorgan Chase & Co. 0.00% Add +51.1% 1,257,688 $37.9M
Jones Financial Companies LLLP 0.03% Add +2.2% 1,209,821 $36.5M
BlueSky Wealth Advisors, LLC 5.15% Add +3.6% 1,177,126 $35.5M
JMG Financial Group, Ltd. 0.97% Add +14.0% 1,058,272 $31.9M
Rainey & Randall Wealth Advisors Inc. 5.77% Reduce -0.6% 1,045,319 $31.5M
McAdam, LLC 1.68% Reduce -7.1% 1,018,940 $30.7M
Fund Evaluation Group, LLC 1.07% Reduce -1.3% 918,885 $27.7M
Cerity Partners LLC 0.05% Reduce -4.1% 838,237 $25.3M
Cetera Investment Advisers 0.04% Add +3.6% 777,501 $23.4M
SCS Capital Management LLC 0.25% Add +2.1% 749,377 $22.6M
Ballentine Partners, LLC 0.32% Add +0.1% 709,215 $21.4M
Benjamin Edwards Inc. 0.27% Add +4.7% 704,543 $21.2M
UBS Group AG 0.00% Add +1.0% 687,642 $20.7M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.45% Add +1.4% 662,657 $20.0M
Charles Schwab Trust Co 1.38% Reduce -0.2% 610,498 $18.4M
Summit Wealth & Retirement Planning, Inc. 4.72% Add +4.9% 583,127 $17.6M
Osaic Holdings, Inc. 0.03% Reduce -2.2% 531,665 $16.0M
Alliance Wealth Management Group 4.00% Reduce -2.1% 521,628 $15.7M
Towercrest Capital Management 2.81% Reduce -2.1% 521,628 $15.7M
Pure Portfolios Holdings LLC 5.05% Add +1.2% 494,578 $14.9M
Waverly Advisors, LLC 0.16% Add +0.3% 488,200 $14.7M
Klingenstein Fields & Co. LP 0.56% Reduce -5.2% 465,078 $14.0M
Wooster Corthell Wealth Management, Inc. 2.53% Reduce -1.1% 453,615 $13.7M
Pathstone Holdings, LLC 0.05% Reduce -0.8% 732,846 $13.4M
Focus Partners Wealth 0.03% Add +6.3% 440,159 $13.3M
LPL Financial LLC 0.00% Reduce -11.2% 439,210 $13.2M
Naples Global Advisors, LLC 1.13% Add +4.6% 437,596 $13.2M
Commonwealth Equity Services, LLC 0.02% Add +24.0% 432,000 $13.0M
TruNorth Capital Management, LLC 2.78% Add +20.3% 415,568 $12.5M
Adamsbrown Wealth Consultants LLC 3.58% Reduce -4.6% 409,084 $12.3M
SigFig Wealth Management, LLC 0.38% Reduce -2.6% 379,446 $11.4M
Ameriprise Financial Inc. 0.00% Add +146.9% 372,272 $11.2M
Prime Capital Investment Advisors, LLC 0.14% Reduce -48.9% 348,518 $10.5M
Hantz Financial Services, Inc. 0.17% Add +0.1% 341,231 $10.3M
Cabot Wealth Management Inc. 1.22% Add +33.2% 339,787 $10.2M
HC Advisors, LLC 7.17% Reduce -1.5% 336,801 $10.2M
Steele Capital Management, Inc. 0.49% Reduce -0.6% 336,523 $10.1M
Cresset Asset Management, LLC 0.05% Reduce -3.6% 332,823 $10.0M
AlphaCore Capital LLC 0.38% Add +71480.2% 329,269 $9.9M
IHT Wealth Management, LLC 0.27% Add +1505.0% 324,196 $9.8M
North Star Asset Management Inc. 0.41% Reduce -2.0% 321,806 $9.7M
MorganRosel Wealth Management, LLC 2.62% Add +0.6% 317,991 $9.6M
Red Tortoise LLC 4.44% Reduce -6.8% 302,081 $9.1M
Seneca Financial Advisors LLC 3.48% Reduce -0.6% 299,987 $9.0M
Goldman Sachs Group Inc. 0.00% Add +1463.0% 297,760 $9.0M
Cambridge Investment Research Advisors, Inc. 0.03% Add +0.3% 297,716 $9.0M
Brand Asset Management Group, Inc. 3.27% Reduce -8.7% 290,844 $8.8M
Garde Capital, Inc. 0.47% Reduce -2.2% 289,932 $8.7M
DRW Securities, LLC 0.61% Add +340.0% 288,851 $8.7M
Zacks Investment Management 0.07% Reduce -4.7% 287,840 $8.7M
Main Street Financial Solutions, LLC 0.63% Add +2.5% 285,937 $8.6M
Wedmont Private Capital 0.36% Add +1.6% 281,835 $8.5M
Sierra Ocean, LLC 6.10% Add +2.9% 280,849 $8.5M
Apriem Advisors 0.87% Reduce -7.8% 272,974 $8.2M
Ballast Advisors LLC 2.42% Reduce -0.9% 272,280 $8.2M
Captrust Financial Advisors 0.02% Reduce -6.6% 262,346 $7.9M
Gemmer Asset Management LLC 0.69% Add +10.4% 257,789 $7.8M
Invst, LLC 0.97% Add +2.5% 257,561 $7.8M
Bank of America Corp. 0.00% Add +5.9% 251,611 $7.6M
Visionary Wealth Advisors 0.39% Reduce -20.4% 250,922 $7.6M
Atria Investments, Inc 0.09% Add +11.3% 247,722 $7.5M
Geneos Wealth Management Inc. 0.18% Reduce -0.8% 245,601 $7.4M
Boltwood Capital Management 2.06% Add +0.3% 240,631 $7.3M
Freedom Investment Management, Inc. 0.57% Reduce -0.7% 236,490 $7.1M
Courage Miller Partners, LLC 2.17% Add +2.3% 227,292 $6.9M
Nicholas Hoffman & Company, LLC. 0.18% Add +7.5% 227,256 $6.8M
St. Louis Trust Co 0.91% Add +3.0% 226,568 $6.8M
Sherwood Financial Partners, LLC 6.25% Reduce -3.5% 226,464 $6.8M
Ackerman Capital Advisors, LLC 1.58% Reduce -0.6% 225,814 $6.8M
Boyd Wealth Management, LLC 2.90% Add +3.3% 222,524 $6.7M
Arkansas Financial Group, Inc. 1.01% Reduce -1.1% 215,636 $6.5M
Raymond James Financial Inc. 0.00% Add +5.7% 213,009 $6.4M
Stifel Financial Corp. 0.01% Reduce -2.2% 202,696 $6.1M
Guardian Financial Partners, LLC 2.72% Add +2.4% 201,254 $6.1M
Cornerstone Wealth Advisors, Inc. 1.55% Reduce -2.4% 199,511 $6.0M
Strid Group, LLC 0.83% Reduce -4.0% 196,633 $5.9M
Payne Capital Management, LLC 2.28% Add +14.5% 196,018 $5.9M

"% 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.

Show all 769 holders