Stock ownership · SEC 13F · Q4 2025

SCHWAB EMERGING MARKETS

Who owns SCHWAB EMERGING MARKETS (CUSIP 808524706)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.

$4.9M
Reported value
5
Institutions
100%
Top-5 share

The verdict

According to SEC Form 13F-HR filings in this corpus, SCHWAB EMERGING MARKETS ranks #569 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 5 institutions report $4.9M as of Q4 2025, with ownership dominated by its top few institutional owners.

5
institutions hold it
$4.9M
reported 13F value
100%
held by top 5
#569
of 775 by value

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

According to SEC Form 13F-HR filings in this corpus, SCHWAB EMERGING MARKETS ranks #569 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 808524706 · Q4 2025 $5M reported

VALUE-LIGHT · HOLDERS-FOCUS · CONC-DOM · PHOTO-FINISH · ACTIVITY-MID · BOOK-FULL

  • VALUE-LIGHT #569/775
  • HOLDERS-FOCUS 5 filers
  • CONC-DOM 100% top-5
  • PHOTO-FINISH SYNCHRONY FINANCIAL
  • ACTIVITY-MID 4 new
  • BOOK-FULL 8Q history

Photo-finish peer on reported value: SYNCHRONY FINANCIAL

Read with: Ownership concentration guide - SCHWAB EMERGING MARKETS's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Reported-value neighbourhood · SCHWAB EMERGING MARKETS

Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.

VANGUARD FINANCIALS… · near$5MSCHWAB EMERGING MARK… · this…$5MSYNCHRONY FINANCIAL · near$5MAIR LEASE · near$5MFLEXSHARES TR · near$5M
Aggregate reported institutional value ($)
Largest institutional holders of SCHWAB EMERGING MARKETS
  1. 1
    Anchor Investment Management, LLC $1.9M
  2. 2
    Bell Investment Advisors, Inc $1.7M
  3. 3
    WLTH Capital Management, LLC $883K
  4. 4
    TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC $390K
  5. 5
    Strategic Investment Solutions, Inc. /IL $19K

Top 5 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a SCHWAB EMERGING MARKETS position has risen from 4 to 5 over the last 8 quarters of 13F filings.

246810 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 5
Distinct 13F filers holding SCHWAB EMERGING MARKETS, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Anchor Investment Management, LLC 59,271 $1.9M 39.7%
2 Bell Investment Advisors, Inc 50,414 $1.7M 33.8%
3 WLTH Capital Management, LLC 25,095 $883K 18.1%
4 TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 11,910 $390K 8.0%
5 Strategic Investment Solutions, Inc. /IL 565 $19K 0.4%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among SCHWAB EMERGING MARKETS's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q4 2025

New positions (4)

Anchor Investment Management, LLC $1.9M
WLTH Capital Management, LLC $883K
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC $390K
Strategic Investment Solutions, Inc. /IL $19K

Complete exits (4)

JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) exited
CIBC Private Wealth Group LLC exited
Asset Dedication, LLC exited
Cherry Tree Wealth Management, LLC exited

Frequently Asked Questions

How many institutions hold SCHWAB EMERGING MARKETS?▼
SCHWAB EMERGING MARKETS is held by 5 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
Where does SCHWAB EMERGING MARKETS sit among tracked securities?▼
According to SEC Form 13F-HR filings in this corpus, SCHWAB EMERGING MARKETS ranks #569 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. The ordinal is recomputed live among securities with ≥5 reporting holders. See /methodology/#corpus-placement.
What is the total institutional value of SCHWAB EMERGING MARKETS?▼
Institutions report $4.9M of SCHWAB EMERGING MARKETS as of Q4 2025.
How concentrated is ownership of SCHWAB EMERGING MARKETS?▼
The top five institutional holders account for 100% of the reported institutional value in SCHWAB EMERGING MARKETS, making ownership dominated by its top few institutional owners.
Who is the largest institutional holder of SCHWAB EMERGING MARKETS?▼
Anchor Investment Management, LLC is the largest reported holder of SCHWAB EMERGING MARKETS with $1.9M across 59,271 shares as of Q4 2025.

Nationwide stocks with similar institutional value or holder count

Two 13F-derived peer sets for SCHWAB EMERGING MARKETS: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.

Similar reported value

Nearest stocks by aggregate 13F reported value ($4.9M here).

SYNCHRONY FINANCIAL $4.9M AIR LEASE CORP $4.9M FLEXSHARES TR $4.9M VANGUARD FINANCIALS ETF $4.9M

Similar holder count

Nearest stocks by number of disclosing 13F holders (5 here).

ABRDN PHYSICAL PREC MTL BSKT SHS ETF 5 AES CORP 5 AGNC INVT CORP 5 ALBEMARLE CORP 5

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.