SCHWAB EMRG MRKTS EQTY ETF (SCHE) Institutional Ownership Changes & 13F Activity
SCHWAB EMRG MRKTS EQTY ETF (SCHE). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Us Bancorp \De\, Citadel Advisors Llc, Susquehanna International Group, Llp, Waverly Advisors, Llc, and Jones Financial Companies Lllp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Dakota Wealth Management | Sell | -6,012 | -5.8% | 98,053 | $3.23M | Q1 2026 | Aug 26, 2026 |
| Brighton Jones Llc | Buy | +47,872 | — | 47,872 | $1.58M | Q1 2026 | Aug 07, 2026 |
| Vawter Financial, Ltd. | Sell | -6,342 | -22.0% | 22,445 | $739.56K | Q1 2026 | Aug 04, 2026 |
| Robinswood Financial Llc | Buy | +1,083 | +22.2% | 5,964 | $196.53K | Q1 2026 | Jul 13, 2026 |
| Wells Fargo & Company/Mn | Buy | +39,256 | +2.7% | 1,480,192 | $48.77M | Q1 2026 | Jul 08, 2026 |
| Steelhead Wealth Management Llc | Buy | +9,199 | — | 9,199 | $303.00K | Q1 2026 | Jun 16, 2026 |
| Orographic Financial Advisors, Llc | Buy | +18,048 | — | 18,048 | $594.00K | Q1 2026 | May 19, 2026 |
| Western Wealth Management, Llc | Buy | +1,918 | — | 1,918 | $63.20K | Q1 2026 | May 19, 2026 |
| Front Row Advisors Llc | Buy | +991 | +9.7% | 11,244 | $370.50K | Q1 2026 | May 19, 2026 |
| Paragon Private Wealth Management, Llc | Sell | -458 | -4.1% | 10,704 | $352.70K | Q1 2026 | May 19, 2026 |
| Bank Of America Corp | Buy | +65,688 | +23.7% | 343,290 | $11.31M | Q1 2026 | May 18, 2026 |
| Arete Wealth Advisors, Llc | Sell | -17,864 | -50.7% | 17,358 | $571.72K | Q1 2026 | May 18, 2026 |
| Sunbelt Securities, Inc. | Buy | +6,618 | +5.0% | 138,025 | $4.55M | Q1 2026 | May 18, 2026 |
| Vestwell Advisors, Llc | Buy | +2,476 | — | 2,476 | $81.60K | Q1 2026 | May 18, 2026 |
| Chesapeake Wealth Management | Buy | +1,577 | +2.0% | 78,778 | $2.60M | Q1 2026 | May 18, 2026 |
| Us Bancorp \De\ | Sell | -2,899,885 | -44.3% | 3,643,590 | $120.06M | Q1 2026 | May 15, 2026 |
| Citadel Advisors Llc | Sell | -1,060,944 | -97.5% | 27,633 | $910.51K | Q1 2026 | May 15, 2026 |
| Susquehanna International Group, Llp | Sell | -889,965 | -57.6% | 654,911 | $21.58M | Q1 2026 | May 15, 2026 |
| Waverly Advisors, Llc | Buy | +536,116 | +105.8% | 1,042,983 | $34.37M | Q1 2026 | May 15, 2026 |
| Jones Financial Companies Lllp | Buy | +444,964 | +26.8% | 2,106,721 | $68.07M | Q1 2026 | May 15, 2026 |
| L2 Asset Management, Llc | Buy | +292,432 | +142.8% | 497,259 | $16.38M | Q1 2026 | May 15, 2026 |
| Old Mission Capital Llc | Buy | +140,546 | +128.2% | 250,217 | $8.24M | Q1 2026 | May 15, 2026 |
| Morgan Stanley | Buy | +107,902 | +4.6% | 2,432,609 | $80.15M | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Buy | +101,691 | +17.6% | 679,704 | $22.40M | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Sell | -65,486 | -17.9% | 299,735 | $9.88M | Q1 2026 | May 15, 2026 |
| Hub Investment Partners, Llc | Buy | +62,297 | +919.0% | 69,076 | $2.28M | Q1 2026 | May 15, 2026 |
| Diversified Enterprises, Llc | Buy | +47,955 | +69.6% | 116,855 | $3.85M | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | Buy | +43,968 | +8.8% | 543,184 | $17.90M | Q1 2026 | May 15, 2026 |
| Cerity Partners Llc | Buy | +43,523 | +5.2% | 887,746 | $29.37M | Q1 2026 | May 15, 2026 |
| Mercer Global Advisors Inc | Sell | -40,830 | -2.7% | 1,446,971 | $47.68M | Q1 2026 | May 15, 2026 |
Frequently asked questions about SCHE activity
Which institutional owners are buying SCHE?
Institutional owners buying SCHE include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in SCHE activity?
"Buy" means an investor increased their reported position in SCHE compared to the prior reporting period. This reflects growing exposure to SCHWAB EMRG MRKTS EQTY ETF (SCHE) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SCHE increasing?
Institutional interest in SCHE can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.