Who owns Schwab Emerging Markets Equity ETF (SCHE)
Which tracked institutional funds hold SCHE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SCHE company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on SCHE is one-sided between 2026-Q1 and 2026-Q2: 246 added or opened and 49 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SCHE’s largest tracked holder by dollar value, Creative Planning, sizes it at 0.4% of its own reported 13F book, while the median holder sizes it at 0.3% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SCHE divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 859 tracked filers holding SCHE, 413 increased or opened the position and 401 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SCHE between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 15
- BIP Wealth, LLC$12M
- Prota Financial, LLC$5M
- Sonoma Allocations LLC$4M
- Strategic Financial Planning, Inc.$3M
- NewEdge Advisors, LLC$2M
- VAQUERO PRIVATE WEALTH, LTD$2M
Full exits 27
- HighTower Advisors, LLC$312M
- Thrivent Financial for Lutherans$20M
- Cambridge Investment Research Advisors, Inc.$11M
- Red Tortoise LLC$10M
- HANTZ FINANCIAL SERVICES, INC.$9M
- CX Institutional$6M
Largest adds
- Creative Planning$48M
- Charles Schwab Trust Co$37M
- Financial Engines Advisors L.L.C.$36M
- JONES FINANCIAL COMPANIES LLLP$16M
- REBALANCE, LLC$11M
- Orgel Wealth Management, LLC$10M
Largest trims
- Rakuten Investment Management, Inc.$43M
- McAdam, LLC$22M
- Almanack Investment Partners, LLC.$11M
- L2 Asset Management, LLC$7M
- AMERIPRISE FINANCIAL INC$5M
- Wealthspire Advisors, LLC$5M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Creative Planning trimmed | 21,086,695 | $765M | 18.2% | 2026-Q2 |
| Financial Engines Advisors L.L.C. trimmed | 15,123,069 | $548M | 13.1% | 2026-Q2 |
| US BANCORP \DE\ trimmed | 3,415,025 | $124M | 2.9% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 3,178,103 | $115M | 2.7% | 2026-Q2 |
| SageView Advisory Group, LLC trimmed | 3,169,433 | $115M | 2.7% | 2026-Q2 |
| Rakuten Investment Management, Inc. trimmed | 2,945,288 | $106M | 2.5% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 2,351,762 | $84M | 2.0% | 2026-Q2 |
| REBALANCE, LLC added | 2,298,258 | $83M | 2.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 2,289,500 | $83M | 2.0% | 2026-Q2 |
| Orgel Wealth Management, LLC added | 2,198,585 | $80M | 1.9% | 2026-Q2 |
| MATHER GROUP, LLC. added | 2,118,024 | $77M | 1.8% | 2026-Q2 |
| MONETA GROUP INVESTMENT ADVISORS LLC added | 1,941,101 | $70M | 1.7% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 1,761,499 | $64M | 1.5% | 2026-Q2 |
| Krilogy Financial LLC added | 1,737,850 | $63M | 1.5% | 2026-Q2 |
| Charles Schwab Trust Co added | 1,651,919 | $60M | 1.4% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 1,572,456 | $57M | 1.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,564,651 | $57M | 1.4% | 2026-Q2 |
| FMR LLC trimmed | 1,548,538 | $56M | 1.3% | 2026-Q2 |
| Mariner, LLC added | 1,540,632 | $56M | 1.3% | 2026-Q2 |
| Heartwood Wealth Advisors LLC added | 1,518,670 | $55M | 1.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1,489,129 | $54M | 1.3% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 1,449,094 | $53M | 1.3% | 2026-Q2 |
| Mountain Capital Investment Advisors Inc. added | 1,444,034 | $52M | 1.2% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 1,391,990 | $50M | 1.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 1,311,736 | $47M | 1.1% | 2026-Q2 |
| Fund Evaluation Group, LLC trimmed | 1,153,361 | $42M | 1.0% | 2026-Q2 |
| RAINEY & RANDALL WEALTH ADVISORS INC. added | 1,095,808 | $40M | 0.9% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 1,017,905 | $37M | 0.9% | 2026-Q2 |
| Wealthspire Advisors, LLC trimmed | 1,005,812 | $36M | 0.9% | 2026-Q2 |
| COOPER/HAIMS ADVISORS, LLC trimmed | 992,925 | $36M | 0.9% | 2026-Q2 |
| JMG Financial Group, Ltd. added | 960,587 | $35M | 0.8% | 2026-Q2 |
| Cerity Partners LLC added | 901,137 | $33M | 0.8% | 2026-Q2 |
| UBS Group AG trimmed | 893,714 | $32M | 0.8% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 857,565 | $31M | 0.7% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 823,721 | $30M | 0.7% | 2026-Q2 |
| HBK Sorce Advisory LLC trimmed | 768,693 | $28M | 0.7% | 2026-Q2 |
| SCS Capital Management LLC trimmed | 737,603 | $27M | 0.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 694,776 | $25M | 0.6% | 2026-Q2 |
| Focus Partners Wealth added | 682,534 | $25M | 0.6% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 637,348 | $23M | 0.6% | 2026-Q2 |
| Ballentine Partners, LLC trimmed | 636,075 | $23M | 0.5% | 2026-Q2 |
| BlueSky Wealth Advisors, LLC trimmed | 623,170 | $23M | 0.5% | 2026-Q2 |
| 93 Financial Group, LLC trimmed | 617,288 | $22M | 0.5% | 2026-Q2 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. added | 507,913 | $18M | 0.4% | 2026-Q2 |
| TruNorth Capital Management, LLC added | 496,715 | $18M | 0.4% | 2026-Q2 |
| NAPLES GLOBAL ADVISORS, LLC added | 492,388 | $18M | 0.4% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 480,364 | $17M | 0.4% | 2026-Q2 |
| Towercrest Capital Management trimmed | 476,643 | $17M | 0.4% | 2026-Q2 |
| Alliance Wealth Management Group trimmed | 476,643 | $17M | 0.4% | 2026-Q2 |
| Savant Capital, LLC added | 473,499 | $16M | 0.4% | 2026-Q2 |
| Boyd Wealth Management, LLC added | 465,589 | $17M | 0.4% | 2026-Q2 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management trimmed | 440,417 | $16M | 0.4% | 2026-Q2 |
| Procyon Advisors, LLC trimmed | 428,341 | $16M | 0.4% | 2026-Q2 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV trimmed | 414,790 | $15M | 0.4% | 2026-Q2 |
| KLINGENSTEIN FIELDS & CO LP trimmed | 412,214 | $15M | 0.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 406,323 | $15M | 0.4% | 2026-Q2 |
| Pathstone Holdings, LLC added | 394,360 | $14M | 0.3% | 2026-Q2 |
| BlackRock, Inc. added | 385,249 | $14M | 0.3% | 2026-Q2 |
| Gemmer Asset Management LLC added | 382,946 | $14M | 0.3% | 2026-Q2 |
| RFG - Bristol Wealth Advisors, LLC added | 379,309 | $14M | 0.3% | 2026-Q2 |
| Cresset Asset Management, LLC added | 366,286 | $13M | 0.3% | 2026-Q2 |
| IHT Wealth Management, LLC added | 356,904 | $13M | 0.3% | 2026-Q2 |
| LPL Financial LLC trimmed | 356,824 | $13M | 0.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 354,874 | $13M | 0.3% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 342,049 | $12M | 0.3% | 2026-Q2 |
| Main Street Financial Solutions, LLC added | 339,687 | $12M | 0.3% | 2026-Q2 |
| Visionary Wealth Advisors added | 332,463 | $12M | 0.3% | 2026-Q2 |
| HC Advisors, LLC added | 328,318 | $12M | 0.3% | 2026-Q2 |
| Brand Asset Management Group, Inc. trimmed | 328,242 | $12M | 0.3% | 2026-Q2 |
| SigFig Wealth Management, LLC trimmed | 326,107 | $12M | 0.3% | 2026-Q2 |
| BIP Wealth, LLC added | 322,953 | $12M | 0.3% | 2026-Q2 |
| NORTH STAR ASSET MANAGEMENT INC trimmed | 322,229 | $12M | 0.3% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 312,716 | $11M | 0.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 305,719 | $11M | 0.3% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC trimmed | 295,212 | $11M | 0.3% | 2026-Q2 |
| Steele Capital Management, Inc. trimmed | 287,095 | $10M | 0.2% | 2026-Q2 |
| Seneca Financial Advisors LLC trimmed | 285,421 | $10M | 0.2% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 273,776 | $10M | 0.2% | 2026-Q2 |
| AlphaCore Capital LLC trimmed | 272,774 | $10M | 0.2% | 2026-Q2 |
| Invst, LLC added | 272,075 | $10M | 0.2% | 2026-Q2 |
| Garde Capital, Inc. trimmed | 271,769 | $10M | 0.2% | 2026-Q2 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA added | 269,821 | $10M | 0.2% | 2026-Q2 |
| BALLAST ADVISORS LLC trimmed | 269,165 | $10M | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 265,946 | $10M | 0.2% | 2026-Q2 |
| Boltwood Capital Management added | 264,128 | $10M | 0.2% | 2026-Q2 |
| Wedmont Private Capital trimmed | 262,436 | $10M | 0.2% | 2026-Q2 |
| Apriem Advisors trimmed | 260,903 | $9M | 0.2% | 2026-Q2 |
| L2 Asset Management, LLC trimmed | 260,114 | $9M | 0.2% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 248,447 | $9M | 0.2% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 245,329 | $9M | 0.2% | 2026-Q2 |
| McAdam, LLC trimmed | 243,281 | $9M | 0.2% | 2026-Q2 |
| ZACKS INVESTMENT MANAGEMENT added | 232,125 | $8M | 0.2% | 2026-Q2 |
| Bank of New York Mellon Corp added | 230,053 | $8M | 0.2% | 2026-Q2 |
| Nicholas Hoffman & Company, LLC. trimmed | 229,545 | $8M | 0.2% | 2026-Q2 |
| VALLEY NATIONAL ADVISERS INC added | 227,823 | $8M | 0.2% | 2026-Q2 |
| SIERRA OCEAN, LLC added | 226,424 | $8M | 0.2% | 2026-Q2 |
| Cornerstone Wealth Advisors, Inc. added | 220,246 | $8M | 0.2% | 2026-Q2 |
| Payne Capital Management, LLC trimmed | 216,012 | $8M | 0.2% | 2026-Q2 |
| Sherwood Financial Partners, LLC added | 215,853 | $8M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 212,702 | $8M | 0.2% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.