SCHWAB EMRG MRKTS EQTY ETF SCHE
$35.85
-0.4% 52w: $30.49 – $37.19
Latest 13F among current holders filed 22 hours ago (Sep 2, 2026)
Price — last 12 months
research preview data30.4933.8437.19
Aug 18, 2025 Jul 2, 2026
Institutional holders
870
+36 QoQ
13F value
$5.17B
-0.1% QoQ
Smart-money holders
13
signal tier ≥ 2
New smart buyers
1
Q1 2026
Options barometer
calls only
$270K calls / — puts
Institutional value by quarter
Number of holders
Who owns SCHE?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Creative Planning | Wealth advisor | 21.8M | $716.9M | 0.5% | +15.1% |
| Financial Engines Advisors L.L.C. | Wealth advisor | 15.5M | $512.1M | 1.0% | -4.1% |
| HighTower Advisors, LLC | Diversified mechanical | 9.5M | $312.2M | 0.3% | -1.9% |
| Rakuten Investment Management, Inc. | Wealth advisor | 4.5M | $149.2M | — | +100.0% |
| US BANCORP \DE\ | Wealth advisor | 3.6M | $120.1M | 0.1% | -44.3% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 3.4M | $111.1M | 0.1% | -2.7% |
| SageView Advisory Group, LLC | Wealth advisor | 3.4M | $110.9M | 4.1% | +0.2% |
| MORGAN STANLEY | Bank broker | 2.4M | $80.2M | 0.0% | +4.6% |
| REBALANCE, LLC | Wealth advisor | 2.2M | $72.0M | 4.2% | +0.8% |
| Orgel Wealth Management, LLC | Wealth advisor | 2.1M | $69.5M | 1.5% | +5.4% |
| MATHER GROUP, LLC. | Wealth advisor | 2.1M | $68.6M | 0.7% | -0.7% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 2.1M | $68.1M | 0.0% | +26.8% |
| MONETA GROUP INVESTMENT ADVISORS LLC | Wealth advisor | 1.9M | $63.1M | 0.5% | +1.1% |
| Sanctuary Advisors, LLC | Wealth advisor | 1.9M | $62.9M | 0.3% | +1.9% |
| Krilogy Financial LLC | Wealth advisor | 1.7M | $60.3M | 1.9% | +2.9% |
| JPMORGAN CHASE & CO | Bank broker | 1.7M | $54.9M | 0.0% | -0.5% |
| FMR LLC | Long only active | 1.6M | $51.6M | 0.0% | -1.0% |
| Mountain Capital Investment Advisors Inc. | Wealth advisor | 1.4M | $51.1M | 7.6% | +68.4% |
| Mariner, LLC | Diversified mechanical | 1.5M | $50.3M | 0.1% | +2.5% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.5M | $50.2M | 0.0% | +210.6% |
| Corient Private Wealth LLC | Diversified mechanical | 1.5M | $49.2M | 0.1% | -49.4% |
| WELLS FARGO & COMPANY/MN | Bank broker | 1.5M | $48.8M | 0.0% | +2.7% |
| Heartwood Wealth Advisors LLC | Wealth advisor | 1.5M | $48.5M | 4.2% | -5.0% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 1.4M | $47.7M | 0.1% | -2.7% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 1.3M | $42.3M | — | -42.4% |
| Wealthspire Advisors, LLC | Wealth advisor | 1.3M | $41.4M | 0.3% | +24.6% |
| Fund Evaluation Group, LLC | Wealth advisor | 1.2M | $40.4M | — | -3.5% |
| RAINEY & RANDALL WEALTH ADVISORS INC. | Wealth advisor | 1.1M | $36.0M | — | +1.5% |
| COOPER/HAIMS ADVISORS, LLC | Wealth advisor | 1.1M | $34.8M | 16.4% | -11.0% |
| Waverly Advisors, LLC | Wealth advisor | 1.0M | $34.4M | 0.3% | +105.8% |
| JMG Financial Group, Ltd. | Wealth advisor | 942.8K | $31.1M | 0.9% | -2.3% |
| McAdam, LLC | Wealth advisor | 939.7K | $31.0M | 1.4% | -4.4% |
| UBS Group AG | Bank broker | 896.8K | $29.6M | 0.0% | +32.0% |
| Cerity Partners LLC | Diversified mechanical | 887.7K | $29.4M | 0.0% | +5.2% |
| HBK Sorce Advisory LLC | Wealth advisor | 792.5K | $29.2M | 0.6% | -2.0% |
| Cetera Investment Advisers | Wealth advisor | 847.1K | $27.9M | 0.0% | +1.3% |
| BENJAMIN EDWARDS INC | Diversified mechanical | 810.3K | $26.7M | 0.3% | +1.9% |
| SCS Capital Management LLC | Wealth advisor | 749.1K | $24.7M | 0.3% | +0.9% |
| Charles Schwab Trust Co | Wealth advisor | 692.0K | $22.8M | 1.5% | +3.6% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 679.7K | $22.4M | 0.0% | +17.6% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 654.9K | $21.6M | 0.0% | -57.6% |
| Ballentine Partners, LLC | Wealth advisor | 650.8K | $21.4M | 0.3% | -1.5% |
| BlueSky Wealth Advisors, LLC | Wealth advisor | 628.8K | $20.7M | 2.7% | -47.0% |
| 93 Financial Group, LLC | Wealth advisor | 623.0K | $20.5M | — | -3.5% |
| Thrivent Financial for Lutherans | Diversified mechanical | 595.2K | $19.6M | 0.0% | +6.8% |
| Focus Partners Wealth | Wealth advisor | 543.2K | $17.9M | 0.0% | +8.8% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | Wealth advisor | 500.6K | $16.5M | 3.9% | +0.3% |
| L2 Asset Management, LLC | Other | 497.3K | $16.4M | 1.6% | +142.8% |
| LPL Financial LLC | Bank broker | 491.3K | $16.2M | 0.0% | +0.5% |
| Alliance Wealth Management Group | Wealth advisor | 490.5K | $16.2M | 3.5% | +1.7% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.