Schwab Emrg Mrkts Eqty ETFSCHEETF

13F holders, Q3 2025 (September 30)
784holders +15
67new positions
41sold out
2famous investors
$33.37avg. 13F price*

At the end of Q3 2025, 784 institutions reported holding Schwab Emrg Mrkts Eqty ETF (SCHE) in their 13F filings, up 15 from Q2 2025. 67 opened new positions and 41 sold out. The largest holders were Creative Planning ($638.2M), Financial Engines Advisors L.L.C. ($557.5M) and HighTower Advisors, LLC ($348.6M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management'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

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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions67$67.7M
Exits41$22.1M

All 13F filers, Q2 2025 → Q3 2025: 10,874,139 shares bought and 6,209,329 shares sold, net +4,664,810 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 784 holders

Creative Planning 0.49% Reduce -2.0% 19,125,476 $638.2M
Financial Engines Advisors L.L.C. 1.06% Reduce -5.1% 16,707,929 $557.5M
HighTower Advisors, LLC 0.40% Add +3.0% 10,445,370 $348.6M
US Bancorp \de 0.26% Add +89.0% 6,510,778 $217.3M
SageView Advisory Group, LLC 4.27% Reduce -1.4% 3,710,282 $123.8M
Northwestern Mutual Wealth Management Co. 0.08% Reduce -5.2% 3,500,259 $116.8M
Wealth Enhancement Advisory Services, LLC 0.11% Reduce -0.7% 2,240,681 $75.5M
Rakuten Investment Management, Inc. 0.27% — 2,245,603 $74.6M
Morgan Stanley 0.00% Reduce -0.5% 2,121,687 $70.8M
Mather Group, Llc. 0.71% Reduce -0.9% 2,095,111 $69.9M
Rebalance, LLC 4.18% Add +4.0% 2,075,427 $69.3M
Orgel Wealth Management, LLC 1.50% Add +0.9% 1,969,045 $65.7M
Wealthspire Advisors, LLC 0.33% Reduce -0.7% 1,895,236 $63.2M
Moneta Group Investment Advisors LLC 0.49% Add +4.2% 1,843,037 $61.5M
Krilogy Financial LLC 2.04% Add +11.9% 1,607,462 $54.3M
FMR LLC 0.00% Reduce -1.7% 1,604,892 $53.6M
Sanctuary Advisors, LLC 0.30% Add +7.3% 1,570,664 $52.4M
Heartwood Wealth Advisors LLC 4.80% Add +0.7% 1,541,281 $51.4M
Mercer Global Advisors Inc. 0.08% Reduce -7.3% 1,509,693 $50.4M
Corient Private Wealth LP 0.08% Add +1164.8% 1,474,214 $49.2M
HBK Sorce Advisory LLC 1.23% Add +8.4% 1,465,759 $49.1M
Mariner, LLC 0.06% Add +2.0% 1,435,586 $47.9M
JPMorgan Chase & Co. 0.00% Add +12.8% 1,418,649 $47.3M
Wells Fargo & Company 0.01% Add +0.2% 1,328,457 $44.3M
Jones Financial Companies LLLP 0.03% Add +6.5% 1,289,095 $42.8M
Cooper/Haims Advisors, LLC 19.36% Reduce -2.1% 1,241,534 $41.4M
BlueSky Wealth Advisors, LLC 5.24% Reduce -1.1% 1,164,240 $38.9M
Rainey & Randall Wealth Advisors Inc. 5.85% Add +0.4% 1,049,847 $35.0M
JMG Financial Group, Ltd. 0.97% Reduce -3.7% 1,018,714 $34.0M
McAdam, LLC 1.65% Reduce -1.8% 1,000,797 $33.4M
Envestnet Asset Management Inc. 0.01% Reduce -56.2% 997,192 $33.3M
Fund Evaluation Group, LLC 1.06% Reduce -4.6% 876,706 $29.3M
Cerity Partners LLC 0.05% Reduce -0.4% 834,882 $27.9M
Cetera Investment Advisers 0.03% Add +6.3% 826,069 $27.6M
Mountain Capital Investment Advisors Inc. 4.51% New 762,515 $25.6M
Benjamin Edwards Inc. 0.28% Add +6.5% 750,056 $25.0M
SCS Capital Management LLC 0.27% Reduce -0.5% 746,002 $24.9M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.48% Add +8.9% 721,565 $24.1M
Ballentine Partners, LLC 0.33% Reduce -0.4% 706,429 $23.6M
Royal Bank of Canada 0.00% Add +381.2% 679,859 $22.7M
UBS Group AG 0.00% Reduce -2.5% 670,095 $22.4M
Charles Schwab Trust Co 1.46% Add +5.3% 642,699 $21.4M
Waverly Advisors, LLC 0.17% Add +5.9% 517,011 $17.3M
Osaic Holdings, Inc. 0.02% Add +0.3% 533,124 $17.2M
Alliance Wealth Management Group 3.77% Reduce -2.5% 508,541 $17.0M
Towercrest Capital Management 2.72% Reduce -2.5% 508,541 $17.0M
Summit Wealth & Retirement Planning, Inc. 4.07% Reduce -15.0% 495,815 $16.5M
Pure Portfolios Holdings LLC 5.12% Reduce -0.7% 491,160 $16.4M
Focus Partners Wealth 0.03% Add +10.1% 484,718 $16.2M
LPL Financial LLC 0.00% Add +10.3% 484,249 $16.2M
Commonwealth Equity Services, LLC 0.02% Add +10.4% 477,042 $15.9M
Boyd Wealth Management, LLC 6.80% Add +112.6% 473,015 $15.8M
Thrivent Financial for Lutherans 0.03% New 454,447 $15.2M
Klingenstein Fields & Co. LP 0.57% Reduce -2.4% 453,951 $15.1M
Naples Global Advisors, LLC 1.18% Add +3.5% 453,130 $15.1M
Procyon Advisors, LLC 0.89% Add +2773.6% 448,762 $15.0M
TruNorth Capital Management, LLC 2.95% Add +7.4% 446,299 $14.9M
Adamsbrown Wealth Consultants LLC 3.91% Add +3.9% 425,130 $14.2M
Pathstone Holdings, LLC 0.05% Reduce -49.2% 372,367 $12.4M
Ameriprise Financial Inc. 0.00% Reduce -2.8% 361,753 $12.1M
IHT Wealth Management, LLC 0.30% Add +10.3% 357,550 $11.9M
Hantz Financial Services, Inc. 0.17% Add +0.8% 344,045 $11.5M
Prime Capital Investment Advisors, LLC 0.14% Reduce -1.6% 342,913 $11.4M
Cabot Wealth Management Inc. 1.26% Add +0.1% 340,265 $11.4M
SigFig Wealth Management, LLC 0.35% Reduce -10.7% 338,807 $11.2M
Brand Asset Management Group, Inc. 3.14% Add +15.0% 334,392 $11.2M
Cresset Asset Management, LLC 0.05% Add +0.3% 333,714 $11.1M
HC Advisors, LLC 7.74% Reduce -2.0% 329,906 $11.0M
AlphaCore Capital LLC 0.37% Reduce -0.2% 328,591 $11.0M
North Star Asset Management Inc. 0.44% Add +0.5% 323,345 $10.8M
RFG - Bristol Wealth Advisors, LLC 3.03% New 314,478 $10.5M
Red Tortoise LLC 4.47% Add +1.0% 305,140 $10.2M
Cambridge Investment Research Advisors, Inc. 0.03% Add +2.1% 303,971 $10.1M
Steele Capital Management, Inc. 0.44% Reduce -11.7% 297,239 $9.9M
MorganRosel Wealth Management, LLC 2.57% Reduce -6.6% 297,095 $9.9M
Main Street Financial Solutions, LLC 0.63% Add +3.3% 295,278 $9.9M
Seneca Financial Advisors LLC 3.19% Reduce -2.4% 292,939 $9.8M
Garde Capital, Inc. 0.49% Add +0.2% 290,442 $9.7M
Gemmer Asset Management LLC 0.75% Add +8.1% 278,756 $9.3M
Wedmont Private Capital 0.34% Reduce -3.5% 272,123 $9.2M
Visionary Wealth Advisors 0.42% Add +7.5% 269,782 $9.0M
Ballast Advisors LLC 2.47% Reduce -1.4% 268,362 $9.0M
Apriem Advisors 0.84% Reduce -2.1% 267,129 $8.9M
Zacks Investment Management 0.07% Reduce -8.8% 262,647 $8.8M
Bank of America Corp. 0.00% Add +3.1% 259,404 $8.7M
Invst, LLC 0.94% Reduce -3.7% 248,110 $8.3M
Captrust Financial Advisors 0.02% Reduce -5.5% 247,942 $8.3M
Geneos Wealth Management Inc. 0.21% Reduce -0.6% 244,232 $8.2M
Savant Capital, LLC 0.05% Add +59.0% 242,941 $8.1M
Boltwood Capital Management 2.15% Add +0.6% 241,952 $8.1M
Raymond James Financial Inc. 0.00% Add +13.1% 240,963 $8.0M
St. Louis Trust Co 0.96% Add +2.1% 231,273 $7.7M
Nicholas Hoffman & Company, LLC. 0.18% Add +0.0% 227,264 $7.6M
Sherwood Financial Partners, LLC 6.53% Reduce -1.0% 224,250 $7.5M
Sierra Ocean, LLC 6.15% Reduce -21.9% 219,231 $7.3M
Courage Miller Partners, LLC 2.17% Reduce -4.4% 217,233 $7.2M
Arkansas Financial Group, Inc. 1.06% Reduce -0.3% 215,087 $7.2M
Payne Capital Management, LLC 2.28% Add +8.0% 211,782 $7.1M
Ackerman Capital Advisors, LLC 1.46% Reduce -7.3% 209,313 $7.0M
Stifel Financial Corp. 0.01% Reduce -1.7% 199,206 $6.6M

"% 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.

Show all 784 holders