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Institutional Ownership · SEC Form 13F

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.

859
Institutional holders
143M
Shares held (tracked funds)

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.

FundSharesReported value% of valueQuarter
Creative Planning trimmed21,086,695$765M18.2%2026-Q2
Financial Engines Advisors L.L.C. trimmed15,123,069$548M13.1%2026-Q2
US BANCORP \DE\ trimmed3,415,025$124M2.9%2026-Q2
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed3,178,103$115M2.7%2026-Q2
SageView Advisory Group, LLC trimmed3,169,433$115M2.7%2026-Q2
Rakuten Investment Management, Inc. trimmed2,945,288$106M2.5%2026-Q2
JONES FINANCIAL COMPANIES LLLP added2,351,762$84M2.0%2026-Q2
REBALANCE, LLC added2,298,258$83M2.0%2026-Q2
MORGAN STANLEY trimmed2,289,500$83M2.0%2026-Q2
Orgel Wealth Management, LLC added2,198,585$80M1.9%2026-Q2
MATHER GROUP, LLC. added2,118,024$77M1.8%2026-Q2
MONETA GROUP INVESTMENT ADVISORS LLC added1,941,101$70M1.7%2026-Q2
Sanctuary Advisors, LLC trimmed1,761,499$64M1.5%2026-Q2
Krilogy Financial LLC added1,737,850$63M1.5%2026-Q2
Charles Schwab Trust Co added1,651,919$60M1.4%2026-Q2
JPMORGAN CHASE & CO trimmed1,572,456$57M1.3%2026-Q2
ENVESTNET ASSET MANAGEMENT INC added1,564,651$57M1.4%2026-Q2
FMR LLC trimmed1,548,538$56M1.3%2026-Q2
Mariner, LLC added1,540,632$56M1.3%2026-Q2
Heartwood Wealth Advisors LLC added1,518,670$55M1.3%2026-Q2
WELLS FARGO & COMPANY/MN added1,489,129$54M1.3%2026-Q2
Corient Private Wealth LP trimmed1,449,094$53M1.3%2026-Q2
Mountain Capital Investment Advisors Inc. added1,444,034$52M1.2%2026-Q2
MERCER GLOBAL ADVISORS INC /ADV trimmed1,391,990$50M1.2%2026-Q2
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added1,311,736$47M1.1%2026-Q2
Fund Evaluation Group, LLC trimmed1,153,361$42M1.0%2026-Q2
RAINEY & RANDALL WEALTH ADVISORS INC. added1,095,808$40M0.9%2026-Q2
Waverly Advisors, LLC trimmed1,017,905$37M0.9%2026-Q2
Wealthspire Advisors, LLC trimmed1,005,812$36M0.9%2026-Q2
COOPER/HAIMS ADVISORS, LLC trimmed992,925$36M0.9%2026-Q2
JMG Financial Group, Ltd. added960,587$35M0.8%2026-Q2
Cerity Partners LLC added901,137$33M0.8%2026-Q2
UBS Group AG trimmed893,714$32M0.8%2026-Q2
BENJAMIN EDWARDS INC added857,565$31M0.7%2026-Q2
Cetera Investment Advisers trimmed823,721$30M0.7%2026-Q2
HBK Sorce Advisory LLC trimmed768,693$28M0.7%2026-Q2
SCS Capital Management LLC trimmed737,603$27M0.6%2026-Q2
OSAIC HOLDINGS, INC. added694,776$25M0.6%2026-Q2
Focus Partners Wealth added682,534$25M0.6%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed637,348$23M0.6%2026-Q2
Ballentine Partners, LLC trimmed636,075$23M0.5%2026-Q2
BlueSky Wealth Advisors, LLC trimmed623,170$23M0.5%2026-Q2
93 Financial Group, LLC trimmed617,288$22M0.5%2026-Q2
SUMMIT WEALTH & RETIREMENT PLANNING, INC. added507,913$18M0.4%2026-Q2
TruNorth Capital Management, LLC added496,715$18M0.4%2026-Q2
NAPLES GLOBAL ADVISORS, LLC added492,388$18M0.4%2026-Q2
PRINCIPAL SECURITIES, INC. added480,364$17M0.4%2026-Q2
Towercrest Capital Management trimmed476,643$17M0.4%2026-Q2
Alliance Wealth Management Group trimmed476,643$17M0.4%2026-Q2
Savant Capital, LLC added473,499$16M0.4%2026-Q2
Boyd Wealth Management, LLC added465,589$17M0.4%2026-Q2
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management trimmed440,417$16M0.4%2026-Q2
Procyon Advisors, LLC trimmed428,341$16M0.4%2026-Q2
DROMS STRAUSS ADVISORS INC /MO/ /ADV trimmed414,790$15M0.4%2026-Q2
KLINGENSTEIN FIELDS & CO LP trimmed412,214$15M0.4%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC trimmed406,323$15M0.4%2026-Q2
Pathstone Holdings, LLC added394,360$14M0.3%2026-Q2
BlackRock, Inc. added385,249$14M0.3%2026-Q2
Gemmer Asset Management LLC added382,946$14M0.3%2026-Q2
RFG - Bristol Wealth Advisors, LLC added379,309$14M0.3%2026-Q2
Cresset Asset Management, LLC added366,286$13M0.3%2026-Q2
IHT Wealth Management, LLC added356,904$13M0.3%2026-Q2
LPL Financial LLC trimmed356,824$13M0.3%2026-Q2
BANK OF AMERICA CORP /DE/ added354,874$13M0.3%2026-Q2
TRUIST FINANCIAL CORP trimmed342,049$12M0.3%2026-Q2
Main Street Financial Solutions, LLC added339,687$12M0.3%2026-Q2
Visionary Wealth Advisors added332,463$12M0.3%2026-Q2
HC Advisors, LLC added328,318$12M0.3%2026-Q2
Brand Asset Management Group, Inc. trimmed328,242$12M0.3%2026-Q2
SigFig Wealth Management, LLC trimmed326,107$12M0.3%2026-Q2
BIP Wealth, LLC added322,953$12M0.3%2026-Q2
NORTH STAR ASSET MANAGEMENT INC trimmed322,229$12M0.3%2026-Q2
CAPTRUST FINANCIAL ADVISORS trimmed312,716$11M0.3%2026-Q2
RAYMOND JAMES FINANCIAL INC trimmed305,719$11M0.3%2026-Q2
Prime Capital Investment Advisors, LLC trimmed295,212$11M0.3%2026-Q2
Steele Capital Management, Inc. trimmed287,095$10M0.2%2026-Q2
Seneca Financial Advisors LLC trimmed285,421$10M0.2%2026-Q2
OLD MISSION CAPITAL LLC added273,776$10M0.2%2026-Q2
AlphaCore Capital LLC trimmed272,774$10M0.2%2026-Q2
Invst, LLC added272,075$10M0.2%2026-Q2
Garde Capital, Inc. trimmed271,769$10M0.2%2026-Q2
BERKSHIRE ASSET MANAGEMENT LLC/PA added269,821$10M0.2%2026-Q2
BALLAST ADVISORS LLC trimmed269,165$10M0.2%2026-Q2
ROYAL BANK OF CANADA trimmed265,946$10M0.2%2026-Q2
Boltwood Capital Management added264,128$10M0.2%2026-Q2
Wedmont Private Capital trimmed262,436$10M0.2%2026-Q2
Apriem Advisors trimmed260,903$9M0.2%2026-Q2
L2 Asset Management, LLC trimmed260,114$9M0.2%2026-Q2
Geneos Wealth Management Inc. added248,447$9M0.2%2026-Q2
Beacon Pointe Advisors, LLC added245,329$9M0.2%2026-Q2
McAdam, LLC trimmed243,281$9M0.2%2026-Q2
ZACKS INVESTMENT MANAGEMENT added232,125$8M0.2%2026-Q2
Bank of New York Mellon Corp added230,053$8M0.2%2026-Q2
Nicholas Hoffman & Company, LLC. trimmed229,545$8M0.2%2026-Q2
VALLEY NATIONAL ADVISERS INC added227,823$8M0.2%2026-Q2
SIERRA OCEAN, LLC added226,424$8M0.2%2026-Q2
Cornerstone Wealth Advisors, Inc. added220,246$8M0.2%2026-Q2
Payne Capital Management, LLC trimmed216,012$8M0.2%2026-Q2
Sherwood Financial Partners, LLC added215,853$8M0.2%2026-Q2
AMERIPRISE FINANCIAL INC trimmed212,702$8M0.2%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.

HoldersTotal shares

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.

Learn how to read institutional ownership