SCHE Institutional Ownership
Schwab Emerging Markets Equity ETF
1W: -1.2%
1M: -1.6%
3M: +0.2%
YTD: +9.1%
1Y: +11.9%
3Y: +68.0%
5Y: +38.2%
$36.56
+0.29 (+0.80%)
Weekly Expected Move ±2.0%
$35
$36
$37
$37
$38
Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
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Short Interest
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Institutional Ownership — SCHE
942
Institutional Holders
+39 vs prior quarter
0.0%
Ownership
+0.00pp
6B
Total Invested
81
New Positions
347
Increased
376
Reduced
42
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (971 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Creative Planning | 21,086,695 | $771M | -671,447 | -3.1% | 52Q | SEC ↗ |
| 2 | Financial Engines Advisors L.L.C. | 15,123,069 | $553M | -419,213 | -2.7% | 38Q | SEC ↗ |
| 3 | HighTower Advisors, LLC | 9,474,823 | $346M | -580 | -0.0% | 45Q | SEC ↗ |
| 4 | US BANCORP \DE | 3,415,025 | $125M | -228,565 | -6.3% | 57Q | SEC ↗ |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 3,178,103 | $116M | -193,776 | -5.7% | 41Q | SEC ↗ |
| 6 | SageView Advisory Group, LLC | 3,169,433 | $116M | -196,375 | -5.8% | 9Q | SEC ↗ |
| 7 | Rakuten Investment Management, Inc. | 2,945,288 | $108M | -1,545,918 | -34.4% | 4Q | SEC ↗ |
| 8 | JONES FINANCIAL COMPANIES LLLP | 2,351,762 | $86M | +245,041 | +11.6% | 26Q | SEC ↗ |
| 9 | REBALANCE, LLC | 2,298,258 | $84M | +113,863 | +5.2% | 15Q | SEC ↗ |
| 10 | MORGAN STANLEY | 2,289,500 | $84M | -143,109 | -5.9% | 51Q | SEC ↗ |
| 11 | Orgel Wealth Management, LLC | 2,198,585 | $80M | +88,370 | +4.2% | 35Q | SEC ↗ |
| 12 | MATHER GROUP, LLC. | 2,118,024 | $77M | +36,639 | +1.8% | 39Q | SEC ↗ |
| 13 | MONETA GROUP INVESTMENT ADVISORS LLC | 1,941,101 | $71M | +26,313 | +1.4% | 36Q | SEC ↗ |
| 14 | Sanctuary Advisors, LLC | 1,761,499 | $64M | -147,762 | -7.7% | 9Q | SEC ↗ |
| 15 | Krilogy Financial LLC | 1,737,850 | $64M | +33,657 | +2.0% | 42Q | SEC ↗ |
| 16 | Charles Schwab Trust Co | 1,651,919 | $60M | +959,875 | +138.7% | 28Q | SEC ↗ |
| 17 | JPMORGAN CHASE & CO | 1,572,456 | $57M | -149,094 | -8.7% | 36Q | SEC ↗ |
| 18 | ENVESTNET ASSET MANAGEMENT INC | 1,564,651 | $57M | +40,490 | +2.7% | 32Q | SEC ↗ |
| 19 | FMR LLC | 1,548,538 | $57M | -16,532 | -1.1% | 31Q | SEC ↗ |
| 20 | Mariner, LLC | 1,540,632 | $56M | +15,517 | +1.0% | 51Q | SEC ↗ |
| 21 | Heartwood Wealth Advisors LLC | 1,518,670 | $56M | +47,041 | +3.2% | 27Q | SEC ↗ |
| 22 | WELLS FARGO & COMPANY/MN | 1,489,129 | $54M | +8,937 | +0.6% | 60Q | SEC ↗ |
| 23 | Corient Private Wealth LP | 1,446,830 | $53M | -53,369 | -3.6% | 15Q | SEC ↗ |
| 24 | Mountain Capital Investment Advisors I | 1,444,034 | $53M | +12,720 | +0.9% | 4Q | SEC ↗ |
| 25 | MERCER GLOBAL ADVISORS INC /ADV | 1,391,990 | $51M | -54,981 | -3.8% | 30Q | SEC ↗ |
| 26 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 1,311,736 | $48M | +23,723 | +1.8% | 47Q | SEC ↗ |
| 27 | Fund Evaluation Group, LLC | 1,153,361 | $42M | -71,490 | -5.8% | 13Q | SEC ↗ |
| 28 | RAINEY & RANDALL WEALTH ADVISORS INC. | 1,095,808 | $40M | +3,708 | +0.3% | 35Q | SEC ↗ |
| 29 | Waverly Advisors, LLC | 1,017,905 | $37M | -25,078 | -2.4% | 10Q | SEC ↗ |
| 30 | Wealthspire Advisors, LLC | 1,005,812 | $37M | -250,683 | -20.0% | 23Q | SEC ↗ |
| 31 | COOPER/HAIMS ADVISORS, LLC | 992,925 | $36M | -62,386 | -5.9% | 35Q | SEC ↗ |
| 32 | JMG Financial Group, Ltd. | 960,587 | $35M | +17,763 | +1.9% | 52Q | SEC ↗ |
| 33 | Cerity Partners LLC | 901,137 | $33M | +13,391 | +1.5% | 31Q | SEC ↗ |
| 34 | UBS Group AG | 893,714 | $33M | -3,124 | -0.3% | 47Q | SEC ↗ |
| 35 | BENJAMIN EDWARDS INC | 857,565 | $31M | +47,229 | +5.8% | 29Q | SEC ↗ |
| 36 | Cetera Investment Advisers | 823,721 | $30M | -23,380 | -2.8% | 39Q | SEC ↗ |
| 37 | HBK Sorce Advisory LLC | 768,693 | $28M | -23,795 | -3.0% | 49Q | SEC ↗ |
| 38 | SCS Capital Management LLC | 737,603 | $27M | -11,508 | -1.5% | 26Q | SEC ↗ |
| 39 | OSAIC HOLDINGS, INC. | 694,776 | $25M | +15,072 | +2.2% | 26Q | SEC ↗ |
| 40 | Focus Partners Wealth | 682,534 | $25M | +139,350 | +25.7% | 8Q | SEC ↗ |
| 41 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 637,348 | $23M | -17,563 | -2.7% | 4Q | SEC ↗ |
| 42 | Ballentine Partners, LLC | 636,075 | $23M | -14,707 | -2.3% | 26Q | SEC ↗ |
| 43 | BlueSky Wealth Advisors, LLC | 623,170 | $23M | -5,582 | -0.9% | 9Q | SEC ↗ |
| 44 | 93 Financial Group, LLC | 617,288 | $23M | -5,718 | -0.9% | 3Q | SEC ↗ |
| 45 | Thrivent Financial for Lutherans | 518,521 | $19M | -76,675 | -12.9% | 4Q | SEC ↗ |
| 46 | SUMMIT WEALTH & RETIREMENT PLANNING, I | 507,913 | $19M | +7,330 | +1.5% | 31Q | SEC ↗ |
| 47 | TruNorth Capital Management, LLC | 496,715 | $18M | +47,289 | +10.5% | 10Q | SEC ↗ |
| 48 | NAPLES GLOBAL ADVISORS, LLC | 492,388 | $18M | +7,071 | +1.5% | 40Q | SEC ↗ |
| 49 | PRINCIPAL SECURITIES, INC. | 480,364 | $18M | +115,794 | +31.8% | 11Q | SEC ↗ |
| 50 | Alliance Wealth Management Group | 476,643 | $17M | -13,898 | -2.8% | 11Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| BIP Wealth, LLC | 322,953 | $12M |
| Prota Financial, LLC | 140,368 | $5M |
| Sonoma Allocations LLC | 95,877 | $4M |
| Strategic Financial Planning, Inc. | 89,994 | $3M |
| VAQUERO PRIVATE WEALTH, LTD | 64,294 | $2M |
| DRW Securities, LLC | 58,184 | $2M |
| Phillip James Consulting Co. | 53,830 | $2M |
| Opus Capital Group, LLC | 47,450 | $2M |
| Global Retirement Partners, LLC | 44,341 | $2M |
| Nuveen, LLC | 31,558 | $1M |
| Associated Banc-Corp | 30,000 | $1M |
| PARK AVENUE SECURITIES LLC | 29,655 | $1M |
| NorthCrest Asset Manangement, LLC | 25,030 | $915K |
| HRT FINANCIAL LP | 17,215 | $629K |
| FIDUCIARY FINANCIAL ADVISORS | 15,631 | $571K |
| Evanson Financial, LLC | 13,547 | $495K |
| TUDOR INVESTMENT CORP ET AL | 12,412 | $454K |
| Parkwoods Wealth Partners, LLC | 12,166 | $445K |
| J.W. COLE ADVISORS, INC. | 10,365 | $379K |
| PKS Advisory Services, LLC | 9,942 | $363K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 221,427 | $8M |
| Heirloom Wealth Management | 63,247 | $2M |
| PRINCIPAL FINANCIAL GROUP INC | 44,627 | $2M |
| Squarepoint Ops LLC | 22,065 | $807K |
| Fisher Asset Management, LLC | 18,797 | $687K |
| Victrix Investment Advisors | 16,790 | $614K |
| SEEDS INVESTOR LLC | 13,791 | $504K |
| Stillwater Private Wealth, LLC | 12,903 | $472K |
| TIAA TRUST, NATIONAL ASSOCIATION | 11,975 | $438K |
| CacheTech Inc. | 11,964 | $437K |
| IFC & Insurance Marketing, Inc. | 11,652 | $426K |
| Flaharty Asset Management, LLC | 10,573 | $387K |
| StoneX Group Inc. | 10,500 | $384K |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | 9,864 | $361K |
| Triton Financial Group Inc | 9,258 | $338K |
| Global Assets Advisory, LLC | 9,182 | $336K |
| DV Trading LLC | 9,000 | $329K |
| 71 West Capital Partners | 8,201 | $300K |
| VICTORY FINANCIAL GROUP, LLC | 7,651 | $280K |
| EVOKE WEALTH, LLC | 7,423 | $271K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Charles Schwab Trust Co | +959,875 | +138.7% | 1,651,919 |
| JONES FINANCIAL COMPANIES LLLP | +245,041 | +11.6% | 2,351,762 |
| Savant Capital, LLC | +238,665 | +101.6% | 473,499 |
| Boyd Wealth Management, LLC | +234,196 | +101.2% | 465,589 |
| GOLDMAN SACHS GROUP INC | +151,047 | +323.7% | 197,709 |
| NORTHERN TRUST CORP | +146,525 | +408.9% | 182,361 |
| Focus Partners Wealth | +139,350 | +25.7% | 682,534 |
| LVW Advisors, LLC | +133,846 | +407.5% | 166,689 |
| BlackRock, Inc. | +129,550 | +50.7% | 385,249 |
| PRINCIPAL SECURITIES, INC. | +115,794 | +31.8% | 480,364 |
| REBALANCE, LLC | +113,863 | +5.2% | 2,298,258 |
| Plancorp, LLC | +104,314 | +1162.4% | 113,288 |
| RENAISSANCE TECHNOLOGIES LLC | +98,374 | +212.9% | 144,574 |
| Orgel Wealth Management, LLC | +88,370 | +4.2% | 2,198,585 |
| STEVENS CAPITAL PARTNERS | +63,245 | +64.1% | 161,907 |
| Strive Financial Group ,LLC | +60,291 | +404.9% | 75,180 |
| Quantinno Capital Management LP | +53,950 | +46.0% | 171,345 |
| ZACKS INVESTMENT MANAGEMENT | +53,068 | +29.6% | 232,125 |
| AQR CAPITAL MANAGEMENT LLC | +52,464 | +57.0% | 144,545 |
| Cresset Asset Management, LLC | +50,208 | +15.9% | 366,286 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Rakuten Investment Management, Inc. | -1,545,918 | -34.4% | 2,945,288 |
| McAdam, LLC | -696,383 | -74.1% | 243,281 |
| Creative Planning | -671,447 | -3.1% | 21,086,695 |
| Financial Engines Advisors L.L.C. | -419,213 | -2.7% | 15,123,069 |
| Almanack Investment Partners, LLC. | -345,183 | -96.7% | 11,638 |
| Wealthspire Advisors, LLC | -250,683 | -20.0% | 1,005,812 |
| L2 Asset Management, LLC | -237,145 | -47.7% | 260,114 |
| HANTZ FINANCIAL SERVICES, INC. | -234,641 | -84.9% | 41,860 |
| US BANCORP \DE | -228,565 | -6.3% | 3,415,025 |
| SageView Advisory Group, LLC | -196,375 | -5.8% | 3,169,433 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -193,776 | -5.7% | 3,178,103 |
| CX Institutional | -178,801 | -99.9% | 222 |
| AMERIPRISE FINANCIAL INC | -172,286 | -44.8% | 212,702 |
| JPMORGAN CHASE & CO | -149,094 | -8.7% | 1,572,456 |
| Sanctuary Advisors, LLC | -147,762 | -7.7% | 1,761,499 |
| MORGAN STANLEY | -143,109 | -5.9% | 2,289,500 |
| LPL Financial LLC | -134,504 | -27.4% | 356,824 |
| WealthShield Partners, LLC | -110,408 | -95.2% | 5,581 |
| Thrivent Financial for Lutherans | -76,675 | -12.9% | 518,521 |
| Fund Evaluation Group, LLC | -71,490 | -5.8% | 1,153,361 |