SCHWAB EMRG MRKTS EQTY ETF (SCHE) Institutional Shareholders
SCHWAB EMRG MRKTS EQTY ETF (SCHE) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $5.03B in SCHE holdings during the latest filing period.
Creative Planning is currently the largest disclosed institutional shareholder of SCHE tracked by InsiderSet, reporting ownership valued at approximately $716.93M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $783.95M, representing an estimated gain of +9.35% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 43% of the total disclosed SCHE value among the investors covered in this analysis. Major shareholders include Creative Planning, Financial Engines Advisors L.L.C., Hightower Advisors, Llc, and several other long-term asset managers with concentrated positions in SCHWAB EMRG MRKTS EQTY ETF (SCHE).
This page ranks the largest institutional SCHE shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
878
Total Reported Value
$5.03B
Largest Holder
Creative Planning
Largest Position
$716.93M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
37
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Creative Planning | 0.49% | 21,758,142 | $716,930,785 | $783,945,856 | +$67,015,071 | +9.35% | |
| Financial Engines Advisors L.L.C. | 1.04% | 15,542,282 | $512,118,207 | $559,988,420 | +$47,870,213 | +9.35% | |
| Hightower Advisors, Llc | 0.33% | 9,475,403 | $312,214,263 | $341,398,770 | +$29,184,507 | +9.35% | |
| Us Bancorp \De\ | 0.15% | 3,643,590 | $120,056,291 | $131,278,548 | +$11,222,257 | +9.35% | |
| Northwestern Mutual Wealth Management Co | 0.07% | 3,371,879 | $111,103,408 | $121,488,800 | +$10,385,392 | +9.35% | |
| Rebalance, Llc | 4.37% | 2,298,258 | $83,334,847 | $82,806,236 | -$528,611 | -0.63% | |
| Morgan Stanley | 0.00% | 2,432,609 | $80,154,501 | $87,646,902 | +$7,492,401 | +9.35% | |
| Orgel Wealth Management, Llc | 1.51% | 2,198,585 | $79,720,694 | $79,215,018 | -$505,676 | -0.63% | |
| Mather Group, Llc. | 0.67% | 2,118,024 | $76,799,543 | $76,312,405 | -$487,138 | -0.63% | |
| Rakuten Investment Management, Inc. | 0.27% | 2,245,603 | $74,621,387 | $80,909,076 | +$6,287,689 | +8.43% | |
| Jones Financial Companies Lllp | 0.03% | 2,106,721 | $68,067,299 | $75,905,158 | +$7,837,859 | +11.51% | |
| Moneta Group Investment Advisors Llc | 0.47% | 1,914,788 | $63,092,256 | $68,989,812 | +$5,897,556 | +9.35% | |
| Krilogy Financial Llc | 1.86% | 1,737,850 | $63,014,433 | $62,614,736 | -$399,698 | -0.63% | |
| Sanctuary Advisors, Llc | 0.34% | 1,909,261 | $62,910,142 | $68,790,674 | +$5,880,532 | +9.35% | |
| Charles Schwab Trust Co | 3.34% | 1,651,919 | $59,898,583 | $59,518,642 | -$379,941 | -0.63% | |
| Heartwood Wealth Advisors Llc | 4.28% | 1,518,670 | $55,066,974 | $54,717,680 | -$349,294 | -0.63% | |
| Mountain Capital Investment Advisors Inc. | 7.46% | 1,444,034 | $52,360,666 | $52,028,545 | -$332,121 | -0.63% | |
| Fmr Llc | 0.00% | 1,565,070 | $51,569,050 | $56,389,472 | +$4,820,422 | +9.35% | |
| Mariner, Llc | 0.06% | 1,525,115 | $50,251,451 | $54,949,893 | +$4,698,442 | +9.35% | |
| Envestnet Asset Management Inc | 0.01% | 1,524,161 | $50,221,090 | $54,915,521 | +$4,694,431 | +9.35% | |
| Corient Private Wealth Llc | 0.07% | 1,500,199 | $49,233,749 | $54,052,170 | +$4,818,421 | +9.79% | |
| Wells Fargo & Company/Mn | 0.01% | 1,480,192 | $48,772,315 | $53,331,318 | +$4,559,003 | +9.35% | |
| Mercer Global Advisors Inc | 0.07% | 1,446,971 | $47,677,704 | $52,134,365 | +$4,456,661 | +9.35% | |
| Wealth Enhancement Advisory Services, Llc | 0.08% | 1,311,736 | $46,995,525 | $47,261,848 | +$266,323 | +0.57% | |
| Wealthspire Advisors, Llc | 0.33% | 1,256,495 | $41,401,509 | $45,271,515 | +$3,870,006 | +9.35% | |
| Fund Evaluation Group, Llc | 1.24% | 1,224,851 | $40,358,848 | $44,131,382 | +$3,772,534 | +9.35% | |
| Rainey & Randall Wealth Advisors Inc. | 5.68% | 1,095,808 | $39,733,997 | $39,481,962 | -$252,035 | -0.63% | |
| Jmg Financial Group, Ltd. | 0.84% | 960,587 | $34,830,872 | $34,609,950 | -$220,922 | -0.63% | |
| Cooper/Haims Advisors, Llc | 16.36% | 1,055,311 | $34,772,494 | $38,022,855 | +$3,250,361 | +9.35% | |
| Waverly Advisors, Llc | 0.26% | 1,042,983 | $34,366,285 | $37,578,677 | +$3,212,392 | +9.35% | |
| Benjamin Edwards Inc | 0.28% | 857,565 | $31,092,913 | $30,898,067 | -$194,846 | -0.63% | |
| Mcadam, Llc | 1.39% | 939,664 | $30,961,944 | $33,856,094 | +$2,894,150 | +9.35% | |
| Ubs Group Ag | 0.01% | 896,838 | $29,550,812 | $32,313,073 | +$2,762,261 | +9.35% | |
| Cerity Partners Llc | 0.04% | 887,746 | $29,373,681 | $31,985,488 | +$2,611,807 | +8.89% | |
| Hbk Sorce Advisory Llc | 0.60% | 792,488 | $29,171,495 | $28,553,343 | -$618,152 | -2.12% | |
| Cetera Investment Advisers | 0.03% | 847,101 | $27,911,992 | $30,521,049 | +$2,609,057 | +9.35% | |
| Scs Capital Management Llc | 0.26% | 749,111 | $24,683,200 | $26,990,469 | +$2,307,269 | +9.35% | |
| Ballentine Partners, Llc | 0.28% | 636,075 | $23,064,080 | $22,917,782 | -$146,298 | -0.63% | |
| Bluesky Wealth Advisors, Llc | 2.62% | 623,170 | $22,596,135 | $22,452,815 | -$143,320 | -0.63% | |
| Osaic Holdings, Inc. | 0.03% | 679,704 | $22,397,645 | $24,489,735 | +$2,092,090 | +9.34% | |
| 93 Financial Group, Llc | 8.84% | 617,288 | $22,382,872 | $22,240,887 | -$141,985 | -0.63% | |
| Susquehanna International Group, Llp | 0.03% | 654,911 | $21,579,317 | $23,596,443 | +$2,017,126 | +9.35% | |
| Summit Wealth & Retirement Planning, Inc. | 3.90% | 507,913 | $18,416,935 | $18,300,105 | -$116,830 | -0.63% | |
| Trunorth Capital Management, Llc | 2.89% | 496,715 | $18,010,900 | $17,896,641 | -$114,259 | -0.63% | |
| Focus Partners Wealth | 0.02% | 543,184 | $17,897,942 | $19,570,920 | +$1,672,978 | +9.35% | |
| Naples Global Advisors, Llc | 1.10% | 492,388 | $17,853,983 | $17,740,740 | -$113,243 | -0.63% | |
| Boyd Wealth Management, Llc | 6.39% | 465,589 | $16,882,264 | $16,775,172 | -$107,092 | -0.63% | |
| L2 Asset Management, Llc | 1.56% | 497,259 | $16,384,682 | $17,916,242 | +$1,531,560 | +9.35% | |
| Lpl Financial Llc | 0.00% | 491,328 | $16,189,245 | $17,702,548 | +$1,513,303 | +9.35% | |
| Alliance Wealth Management Group | 3.54% | 490,541 | $16,163,317 | $17,674,192 | +$1,510,875 | +9.35% |
Frequently asked questions about SCHE
Who owns the most SCHE stock?
The largest holders of SCHE are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SCHWAB EMRG MRKTS EQTY ETF (SCHE).
Is SCHE widely held by superinvestors?
Many widely followed stocks like SCHE appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SCHE is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.