SCHE · Schwab Emerging Markets Equity ETF ETF
$37.58
+0.28 (+0.75%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 7
Total Value: $54,419,440
Total Shares: 1,500,812
Institutional Ownership Trend
19 quarters
Holder Concentration
Across 7 13F filers · Δ vs Mar 31, 2026Top Holder
96.4%
+9.1 pts
Top 5
99.8%
−0.2 pts
Top 10
100.0%
0.0 pts
HHI
9,297
Highly concentrated+1,512
Quarterly Activity
vs Mar 31, 2026
New
6
Increased
1
Decreased
0
Sold Out
1
Unchanged
0
Holder count:
+5
Institutional value:
+1370.8%
Shares held:
+1236.5%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Small Range Advisory, LLC | +5,372 | 19,613 |
Top Sellers
vs Mar 31, 2026No qualifying movers this quarter.
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | 1,446,830 | $52,462,055 | |
| Small HORAN Wealth, LLC | 18,000 | $652,680 | |
| Mega CITADEL ADVISORS LLC | 7,934 | $287,686 | |
| Small MLG Wealth Management DBA Pine Grove Financial Group | 5,707 | $206,935 | |
| Mid Parkside Financial Bank & Trust | 2,681 | $97,213 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mid Dakota Wealth Management | 98,053 | $3,230,846 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC SCHE | $52,462,055 | 96.40% | 1,446,830 | Shares | 2026-08-27 | |
| Small Range Advisory, LLC SCHE | $711,167 | 1.31% | 19,613 | Shares | 2026-09-02 | |
| Small HORAN Wealth, LLC SCHE | $652,680 | 1.20% | 18,000 | Shares | 2026-08-26 | |
| Mega CITADEL ADVISORS LLC SCHE | $287,686 | 0.53% | 7,934 | Shares | 2026-09-02 | |
| Small MLG Wealth Management DBA Pine Grove Financial Group SCHE | $206,935 | 0.38% | 5,707 | Shares | 2026-09-02 | |
| Mid Parkside Financial Bank & Trust Bank SCHE | $97,213 | 0.18% | 2,681 | Shares | 2026-09-04 | |
| Small BROWN, LISLE/CUMMINGS, INC. SCHE | $1,704 | 0.00% | 47 | Shares | 2026-09-02 |