Schwab Emerging Markets Equity

SCHE • ARCA

Schwab Emerging Markets Equity is an exchange-traded fund on ARCA. As of Q3 2025, 767 institutional investors hold shares in this ETF, with total holdings valued at $4.9B. Creative Planning is the largest holder with a position valued at $638.2M.

Overview

Overview of institutional ownership in SCHE as of Q3 2025

All Institutions

Institutions: 767
Value Held: $4.9B
Shares Held: 147.8M
Avg Position: $6.4M
Median Position: $733.7K

Hedge Funds

Hedge Funds: 9
Value Held: $63.1M
Shares Held: 1.9M
Avg Position: $7.0M
Median Position: $1.6M

Biggest Investors

Institutions with the largest positions in SCHE as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
Creative Planning RIA/Wealth	Peter Alex Mallouk CEO	$638.2M 0.49% of portfolio	19.1M shares	Q3 2013 Held for 12y 2m	$130.86B
F Financial Engines Advisors L.L.C. Institution	-	$557.5M 1.06% of portfolio	16.7M shares	Q1 2017 Held for 8y 8m	$52.4B
HighTower Advisors, LLC RIA/Wealth	Robert David Oros CEO	$348.6M 0.40% of portfolio	10.4M shares	≤ Q2 2013 Held for 12y 5m+	$87.7B
$US BANCORP \DE\ logo$ US BANCORP \DE\ Institution	Gunjan Kedia CEO	$217.3M 0.26% of portfolio	6.5M shares	≤ Q2 2013 Held for 12y 5m+	$84.3B
S SageView Advisory Group, LLC RIA/Wealth	John Turnbull Longley CEO	$123.8M 4.28% of portfolio	3.7M shares	Q4 2022 Held for 2y 11m	$2.9B
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution	-	$116.8M 0.08% of portfolio	3.5M shares	Q2 2016 Held for 9y 5m	$149.83B
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC RIA/Wealth	James Loren Cahn Chairman	$75.5M 0.12% of portfolio	2.2M shares	Q4 2014 Held for 10y 11m	$65.5B
R Rakuten Investment Management, Inc. Institution	-	$74.6M 0.27% of portfolio	2.2M shares	Q3 2025 Held for 2 months	$27.5B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$70.8M 0.00% of portfolio	2.1M shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
MATHER GROUP, INC. RIA/Wealth	Jennifer Alisa Des Groseilliers CEO	$69.9M 0.71% of portfolio	2.1M shares	Q4 2016 Held for 8y 11m	$9.9B

Net Capital Flow

Institutional buying and selling activity for SCHE in Q3 2025

Traded: +$178.5M
Buyers: 328
Sellers: 331
Total Bought: +$369.3M
Total Sold: −$190.7M
Avg Position: $6.1M

Biggest Buyers

Institution	Net Bought	Current Position
$US BANCORP \DE\ logo$ US BANCORP \DE\ Institution	+$102.3M +3.1M shares	$217.3M 6.5M shares
C CI Private Wealth, LLC RIA/Wealth	+$45.3M +1.4M shares	$49.2M 1.5M shares
Mountain Capital Investment Advisors, Inc RIA/Wealth	+$25.6M +762.5K shares	$25.6M 762.5K shares
R ROYAL BANK OF CANADA Institution	+$18.0M +538.6K shares	$22.7M 679.9K shares
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager	+$15.2M +454.4K shares	$15.2M 454.4K shares
Procyon Private Wealth Partners, LLC RIA/Wealth	+$14.5M +433.1K shares	$15.0M 448.8K shares
RFG - Bristol Wealth Advisors, LLC RIA/Wealth	+$10.5M +314.5K shares	$10.5M 314.5K shares
HighTower Advisors, LLC RIA/Wealth	+$10.1M +303.9K shares	$348.6M 10.4M shares
Boyd Wealth Management, LLC RIA/Wealth	+$8.4M +250.5K shares	$15.8M 473.0K shares
R Rakuten Investment Management, Inc. Institution	+$7.7M +231.7K shares	$74.6M 2.2M shares

Biggest Sellers

Institution	Net Sold	Current Position
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	−$42.7M −1.3M shares	$33.3M 997.2K shares
F Financial Engines Advisors L.L.C. Institution	−$29.9M −895.8K shares	$557.5M 16.7M shares
Creative Planning RIA/Wealth	−$13.4M −401.1K shares	$638.2M 19.1M shares
Pathstone Holdings, LLC Family Office	−$12.0M −360.5K shares	$12.4M 372.4K shares
GOLDMAN SACHS GROUP INC Institution	−$8.3M −249.5K shares	$1.6M 48.2K shares
Eqis Capital Management, Inc. RIA/Wealth	−$7.1M −236.5K shares	Sold Off 0 shares
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution	−$6.4M −193.2K shares	$116.8M 3.5M shares
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth	−$4.0M −118.6K shares	$50.4M 1.5M shares
R RETIREMENT GUYS FORMULA LLC Institution	−$3.6M −119.3K shares	Sold Off 0 shares
SUMMIT WEALTH & RETIREMENT PLANNING, INC. RIA/Wealth	−$2.9M −87.3K shares	$16.5M 495.8K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited SCHE in Q3 2025

New Positions: 28
New Value: $16.5M
Exited Positions: 39
Exited Value: $22.1M

New Positions

Institution	Position Value
RFG - Bristol Wealth Advisors, LLC RIA/Wealth	$10.5M 314.5K shares
WJ Financial Advisors LLC RIA/Wealth	$994.7K 29.8K shares
Phil A. Younker & Associates, Ltd. RIA/Wealth	$840.3K 25.2K shares
Siligmueller & Norvid Wealth Advisors LLC RIA/Wealth	$809.2K 20.9K shares
BIP Wealth, LLC RIA/Wealth	$553.0K 16.6K shares
SFMG, LLC Fund of Funds	$528.8K 15.8K shares
Flaharty Asset Management, LLC RIA/Wealth	$374.9K 11.2K shares
Advyzon Investment Management, LLC RIA/Wealth	$287.0K 8.6K shares
SLT Holdings LLC RIA/Wealth	$255.4K 7.7K shares
Northwest Bancshares, Inc. Institution	$225.8K 6.8K shares

Exited Positions

Institution	Previous Position
Eqis Capital Management, Inc. RIA/Wealth	$7.1M 236.5K shares
R RETIREMENT GUYS FORMULA LLC Institution	$3.6M 119.3K shares
H HRT FINANCIAL LLC Institution	$1.8M 59.5K shares
Jackson Creek Investment Advisors LLC Long Only Manager	$1.7M 57.2K shares
J JANE STREET GROUP, LLC Institution	$1.6M 51.5K shares
Frontier Asset Management, LLC ETF Provider	$783.8K 26.0K shares
C CAPITAL ADVISORS INC/OK Institution	$604.9K 20.1K shares
CALTON & ASSOCIATES, INC. RIA/Wealth	$601.0K 19.9K shares
Victrix Investment Advisors RIA/Wealth	$514.6K 17.1K shares
E Econ Financial Services Corp Institution	$441.4K 14.6K shares

Options Activity

Institutions with the largest Call and Put options positions in SCHE as of Q3 2025

Call Positions: 2
Call Value: $607.3K
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$607.3K 182.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	- - contracts

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with SCHE as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
COOPER/HAIMS ADVISORS, LLC RIA/Wealth	Daniel Norris Jones Managing Partner	19.36% $41.4M	1.2M shares	Q4 2017 Held for 7y 11m	$214.0M
H HC Advisors, LLC RIA/Wealth	Daniel Christopher Henning CEO	7.74% $11.0M	329.9K shares	Q4 2019 Held for 5y 11m	$142.3M
Boyd Wealth Management, LLC RIA/Wealth	Brian Adam Boyd Managing Partner	6.80% $15.8M	473.0K shares	Q4 2021 Held for 3y 11m	$232.3M
Sherwood Financial Partners, LLC RIA/Wealth	Hannah Elizabeth Oaks Boundy Managing Partner	6.53% $7.5M	224.3K shares	Q4 2024 Held for 11 months	$114.6M
S SIERRA OCEAN, LLC RIA/Wealth	Jeffrey Scott Burrow CCO	6.15% $7.3M	219.2K shares	Q4 2024 Held for 11 months	$119.0M
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. RIA/Wealth	Michael Dale Rainey CEO	5.85% $35.0M	1.0M shares	Q4 2017 Held for 7y 11m	$598.6M
BlueSky Wealth Advisors, LLC RIA/Wealth	David Laurence Blain Managing Partner	5.24% $38.9M	1.2M shares	Q4 2016 Held for 8y 11m	$741.6M
PURE PORTFOLIOS HOLDINGS LLC RIA/Wealth	William Allen Weber Managing Partner	5.12% $16.4M	491.2K shares	Q3 2024 Held for 1y 2m	$319.8M
Heartwood Wealth Advisors LLC RIA/Wealth	Stephen Timothy Clarke Managing Partner	4.97% $51.4M	1.5M shares	Q4 2019 Held for 5y 11m	$1.0B
Mountain Capital Investment Advisors, Inc RIA/Wealth	Brandt Phillip Burns Founder	4.51% $25.6M	762.5K shares	Q3 2025 Held for 2 months	$567.8M

Hedge Fund Spotlight

Discover hedge funds investing in SCHE

HBK Sorce Advisory LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerMatthew Atcheson Leffers

Portfolio Value: $4.1B
Positions: 732
Last Reported: Q3 2025

Sector Allocation

Position in Schwab Emerging Markets Equity

Market Value: $49.1M
Shares Held: 1.5M
Portfolio Weight: 1.20%
Owned Since: 2014-Q2

Top Holding	Sector	Market Value	Weight
1 SCHX Schwab U.S. Large-Cap ETF SCHX	ETF ETF	$897.0M	21.96%
2 VCRB Vanguard Core Bond VCRB	ETF ETF	$680.4M	16.66%
3 Vanguard FTSE Developed Markets VEA	ETF ETF	$464.3M	11.37%

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