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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Dakota Wealth ManagementSell-6,012-5.8%98,053$3.23MQ1 2026Aug 26, 2026
Brighton Jones LlcBuy+47,872—47,872$1.58MQ1 2026Aug 07, 2026
Vawter Financial, Ltd.Sell-6,342-22.0%22,445$739.56KQ1 2026Aug 04, 2026
Robinswood Financial LlcBuy+1,083+22.2%5,964$196.53KQ1 2026Jul 13, 2026
Wells Fargo & Company/MnBuy+39,256+2.7%1,480,192$48.77MQ1 2026Jul 08, 2026
Steelhead Wealth Management LlcBuy+9,199—9,199$303.00KQ1 2026Jun 16, 2026
Orographic Financial Advisors, LlcBuy+18,048—18,048$594.00KQ1 2026May 19, 2026
Western Wealth Management, LlcBuy+1,918—1,918$63.20KQ1 2026May 19, 2026
Front Row Advisors LlcBuy+991+9.7%11,244$370.50KQ1 2026May 19, 2026
Paragon Private Wealth Management, LlcSell-458-4.1%10,704$352.70KQ1 2026May 19, 2026
Bank Of America CorpBuy+65,688+23.7%343,290$11.31MQ1 2026May 18, 2026
Arete Wealth Advisors, LlcSell-17,864-50.7%17,358$571.72KQ1 2026May 18, 2026
Sunbelt Securities, Inc.Buy+6,618+5.0%138,025$4.55MQ1 2026May 18, 2026
Vestwell Advisors, LlcBuy+2,476—2,476$81.60KQ1 2026May 18, 2026
Chesapeake Wealth ManagementBuy+1,577+2.0%78,778$2.60MQ1 2026May 18, 2026
Us Bancorp \De\Sell-2,899,885-44.3%3,643,590$120.06MQ1 2026May 15, 2026
Citadel Advisors LlcSell-1,060,944-97.5%27,633$910.51KQ1 2026May 15, 2026
Susquehanna International Group, LlpSell-889,965-57.6%654,911$21.58MQ1 2026May 15, 2026
Waverly Advisors, LlcBuy+536,116+105.8%1,042,983$34.37MQ1 2026May 15, 2026
Jones Financial Companies LllpBuy+444,964+26.8%2,106,721$68.07MQ1 2026May 15, 2026
L2 Asset Management, LlcBuy+292,432+142.8%497,259$16.38MQ1 2026May 15, 2026
Old Mission Capital LlcBuy+140,546+128.2%250,217$8.24MQ1 2026May 15, 2026
Morgan StanleyBuy+107,902+4.6%2,432,609$80.15MQ1 2026May 15, 2026
Osaic Holdings, Inc.Buy+101,691+17.6%679,704$22.40MQ1 2026May 15, 2026
Royal Bank Of CanadaSell-65,486-17.9%299,735$9.88MQ1 2026May 15, 2026
Hub Investment Partners, LlcBuy+62,297+919.0%69,076$2.28MQ1 2026May 15, 2026
Diversified Enterprises, LlcBuy+47,955+69.6%116,855$3.85MQ1 2026May 15, 2026
Focus Partners WealthBuy+43,968+8.8%543,184$17.90MQ1 2026May 15, 2026
Cerity Partners LlcBuy+43,523+5.2%887,746$29.37MQ1 2026May 15, 2026
Mercer Global Advisors IncSell-40,830-2.7%1,446,971$47.68MQ1 2026May 15, 2026
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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.