Schwab Emrg Mrkts Eqty ETFSCHEETF

13F holders, Q1 2026 (March 31)
870holders +35
63new positions
30sold out
4famous investors
$33.03avg. 13F price*

At the end of Q1 2026, 870 institutions reported holding Schwab Emrg Mrkts Eqty ETF (SCHE) in their 13F filings, up 35 from Q4 2025. 63 opened new positions and 30 sold out. The largest holders were Creative Planning ($716.9M), Financial Engines Advisors L.L.C. ($512.1M) and HighTower Advisors, LLC ($312.2M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions63$26.2M
Exits30$32.1M

All 13F filers, Q4 2025 → Q1 2026: 12,911,125 shares bought and 11,988,625 shares sold, net +922,500 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 870 holders

Creative Planning 0.49% Add +15.1% 21,758,142 $716.9M
Financial Engines Advisors L.L.C. 1.04% Reduce -4.1% 15,542,282 $512.1M
HighTower Advisors, LLC 0.33% Reduce -1.9% 9,475,403 $312.2M
Rakuten Investment Management, Inc. 0.30% Add +100.0% 4,491,206 $149.2M
US Bancorp \de 0.15% Reduce -44.3% 3,643,590 $120.1M
Northwestern Mutual Wealth Management Co. 0.07% Reduce -2.7% 3,371,879 $111.1M
SageView Advisory Group, LLC 4.05% Add +0.2% 3,365,808 $110.9M
Morgan Stanley 0.00% Add +4.6% 2,432,609 $80.2M
Rebalance, LLC 4.18% Add +0.8% 2,184,395 $72.0M
Orgel Wealth Management, LLC 1.50% Add +5.4% 2,110,215 $69.5M
Mather Group, Llc. 0.68% Reduce -0.7% 2,081,385 $68.6M
Jones Financial Companies LLLP 0.03% Add +26.8% 2,106,721 $68.1M
Moneta Group Investment Advisors LLC 0.47% Add +1.1% 1,914,788 $63.1M
Sanctuary Advisors, LLC 0.34% Add +1.9% 1,909,261 $62.9M
Krilogy Financial LLC 1.94% Add +2.9% 1,704,193 $60.3M
JPMorgan Chase & Co. 0.00% Reduce -0.5% 1,721,550 $54.9M
FMR LLC 0.00% Reduce -1.0% 1,565,070 $51.6M
Mountain Capital Investment Advisors Inc. 7.59% Add +68.4% 1,431,314 $51.1M
Mariner, LLC 0.06% Add +2.5% 1,525,115 $50.3M
Envestnet Asset Management Inc. 0.01% Add +210.6% 1,524,161 $50.2M
Corient Private Wealth LP 0.07% Add +1.0% 1,500,199 $49.2M
Wells Fargo & Company 0.01% Add +2.7% 1,480,192 $48.8M
Heartwood Wealth Advisors LLC 4.23% Reduce -5.0% 1,471,629 $48.5M
Mercer Global Advisors Inc. 0.07% Reduce -2.7% 1,446,971 $47.7M
Wealth Enhancement Advisory Services, LLC 0.09% Reduce -42.4% 1,288,013 $42.3M
Wealthspire Advisors, LLC 0.33% Add +24.6% 1,256,495 $41.4M
Fund Evaluation Group, LLC 1.24% Reduce -3.5% 1,224,851 $40.4M
Rainey & Randall Wealth Advisors Inc. 5.85% Add +1.5% 1,092,100 $36.0M
Cooper/Haims Advisors, LLC 16.36% Reduce -11.0% 1,055,311 $34.8M
Waverly Advisors, LLC 0.26% Add +105.8% 1,042,983 $34.4M
JMG Financial Group, Ltd. 0.85% Reduce -2.3% 942,824 $31.1M
McAdam, LLC 1.39% Reduce -4.3% 939,664 $31.0M
UBS Group AG 0.01% Add +32.0% 896,838 $29.6M
Cerity Partners LLC 0.04% Add +5.2% 887,746 $29.4M
HBK Sorce Advisory LLC 0.60% Reduce -2.0% 792,488 $29.2M
Cetera Investment Advisers 0.03% Add +1.3% 847,101 $27.9M
Benjamin Edwards Inc. 0.27% Add +1.9% 810,336 $26.7M
SCS Capital Management LLC 0.26% Add +0.9% 749,111 $24.7M
Charles Schwab Trust Co 1.48% Add +3.6% 692,044 $22.8M
Osaic Holdings, Inc. 0.03% Add +17.6% 679,704 $22.4M
Susquehanna International Group, LLP 0.03% Reduce -57.6% 654,911 $21.6M
Ballentine Partners, LLC 0.30% Reduce -1.5% 650,782 $21.4M
BlueSky Wealth Advisors, LLC 2.67% Reduce -47.0% 628,752 $20.7M
93 Financial Group, LLC 9.15% Reduce -3.5% 623,006 $20.5M
Thrivent Financial for Lutherans 0.04% Add +6.8% 595,196 $19.6M
Focus Partners Wealth 0.02% Add +8.8% 543,184 $17.9M
Summit Wealth & Retirement Planning, Inc. 3.94% Add +0.3% 500,583 $16.5M
L2 Asset Management, LLC 1.56% Add +142.8% 497,259 $16.4M
LPL Financial LLC 0.00% Add +0.5% 491,328 $16.2M
Alliance Wealth Management Group 3.54% Add +1.7% 490,541 $16.2M
Towercrest Capital Management 2.52% Add +1.7% 490,541 $16.2M
Naples Global Advisors, LLC 1.17% Add +4.6% 485,317 $16.0M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.26% Reduce -3.6% 450,361 $14.8M
TruNorth Capital Management, LLC 2.84% Reduce -0.6% 449,426 $14.8M
Procyon Advisors, LLC 0.70% Reduce -3.0% 434,831 $14.3M
Droms Strauss Advisors Inc. /Mo/ 3.74% Reduce -3.1% 433,989 $14.3M
Commonwealth Equity Services, LLC 0.02% Reduce -11.3% 432,414 $14.2M
Klingenstein Fields & Co. LP 0.56% Reduce -4.4% 428,431 $14.1M
Ameriprise Financial Inc. 0.00% Add +1.8% 384,988 $12.7M
RFG - Bristol Wealth Advisors, LLC 3.34% Add +13.3% 375,633 $12.4M
Gemmer Asset Management LLC 0.96% Add +5.7% 369,944 $12.2M
Principal Securities, Inc. 0.18% Add +45.9% 364,570 $12.0M
Almanack Investment Partners, LLC. 1.98% Add +89.6% 356,821 $11.8M
Truist Financial Corp. 0.02% Add +891.3% 347,527 $11.5M
IHT Wealth Management, LLC 0.27% Reduce -2.3% 346,432 $11.4M
Pathstone Holdings, LLC 0.05% Reduce -2.6% 346,106 $11.4M
North Star Asset Management Inc. 0.49% Add +1.2% 343,404 $11.3M
Bank of America Corp. 0.00% Add +23.7% 343,290 $11.3M
Brand Asset Management Group, Inc. 2.86% Add +1.8% 334,074 $11.0M
SigFig Wealth Management, LLC 0.32% Reduce -1.5% 326,253 $10.8M
Cambridge Investment Research Advisors, Inc. 0.03% Reduce -1.7% 325,155 $10.7M
Main Street Financial Solutions, LLC 0.78% Add +5.9% 322,826 $10.6M
Captrust Financial Advisors 0.02% Reduce -2.6% 322,381 $10.6M
Raymond James Financial Inc. 0.00% Add +22.1% 316,432 $10.4M
Cresset Asset Management, LLC 0.05% Reduce -5.2% 316,078 $10.4M
HC Advisors, LLC 6.92% Reduce -3.0% 313,928 $10.3M
Red Tortoise LLC 4.26% Reduce -2.1% 308,145 $10.2M
Prime Capital Investment Advisors, LLC 0.11% Reduce -7.5% 300,063 $9.9M
Royal Bank of Canada 0.00% Reduce -17.9% 299,735 $9.9M
Visionary Wealth Advisors 0.43% Add +6.9% 297,394 $9.8M
Steele Capital Management, Inc. 0.40% Reduce -0.6% 292,361 $9.6M
Seneca Financial Advisors LLC 2.78% Reduce -3.5% 287,716 $9.5M
AlphaCore Capital LLC 0.22% Reduce -8.4% 284,654 $9.4M
Hantz Financial Services, Inc. 0.14% Add +2.4% 276,501 $9.1M
Garde Capital, Inc. 0.55% Reduce -2.7% 276,480 $9.1M
Wedmont Private Capital 0.29% Reduce -0.2% 264,567 $9.1M
Ballast Advisors LLC 2.63% Add +2.1% 274,403 $9.0M
Apriem Advisors 0.86% Reduce -0.6% 272,299 $9.0M
Invst, LLC 0.96% Reduce -1.4% 258,277 $8.5M
BlackRock, Inc. 0.00% Add +118.5% 255,699 $8.4M
Boltwood Capital Management 2.15% Add +5.8% 255,695 $8.4M
Old Mission Capital LLC 0.20% Add +128.2% 250,217 $8.2M
Berkshire Asset Management LLC 0.35% Add +36.8% 248,234 $8.2M
Geneos Wealth Management Inc. 0.19% Add +0.2% 246,807 $8.1M
Savant Capital, LLC 0.04% Reduce -1.6% 234,834 $7.7M
Boyd Wealth Management, LLC 3.22% Add +0.6% 231,393 $7.6M
St. Louis Trust Co 0.89% No change 231,273 $7.6M
Nicholas Hoffman & Company, LLC. 0.17% Add +0.2% 229,732 $7.6M
Arkansas Financial Group, Inc. 1.05% Reduce -2.8% 219,433 $7.6M
Sierra Ocean, LLC 5.97% Reduce -2.2% 220,904 $7.3M

"% 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 870 holders