SCHE Institutional Ownership & Shareholders
SCHWAB EMRG MRKTS EQTY ETF (SCHE) is currently held by 896 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $5.01B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Creative Planning is currently the largest disclosed institutional shareholder of SCHE tracked by InsiderSet, reporting ownership valued at approximately $742.22M in its September 30, 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 $699.26M, representing an estimated loss of -5.79% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 40% of the total disclosed SCHE value among the investors covered in this analysis. Major shareholders include Creative Planning, Financial Engines Advisors L.L.C., Us Bancorp \De\, 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
896
Total Reported Value
$5.01B
Largest Holder
Creative Planning
Largest Position
$742.22M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
27
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Creative Planning | 0.42% | 20,362,823 | $742,224,907 | $699,259,342 | -$42,965,565 | -5.79% | |
| Financial Engines Advisors L.L.C. | 0.97% | 15,123,069 | $548,362,472 | $519,326,189 | -$29,036,283 | -5.30% | |
| Us Bancorp \De\ | 0.14% | 3,415,025 | $123,828,806 | $117,271,959 | -$6,556,847 | -5.30% | |
| Rakuten Investment Management, Inc. | 0.27% | 3,047,559 | $111,571,134 | $104,653,176 | -$6,917,958 | -6.20% | |
| Rebalance, Llc | 4.41% | 2,350,308 | $85,668,722 | $80,709,577 | -$4,959,145 | -5.79% | |
| Jones Financial Companies Lllp | 0.03% | 2,351,762 | $84,083,206 | $80,759,507 | -$3,323,699 | -3.95% | |
| Morgan Stanley | 0.00% | 2,289,500 | $83,017,312 | $78,621,430 | -$4,395,882 | -5.30% | |
| Orgel Wealth Management, Llc | 1.57% | 2,274,253 | $82,896,524 | $78,097,848 | -$4,798,676 | -5.79% | |
| Mather Group, Llc. | 0.66% | 2,146,108 | $78,225,627 | $73,697,349 | -$4,528,278 | -5.79% | |
| Moneta Group Investment Advisors Llc | 0.52% | 1,941,101 | $70,384,323 | $66,657,408 | -$3,726,915 | -5.30% | |
| Krilogy Financial Llc | 1.76% | 1,753,085 | $64,355,761 | $60,200,939 | -$4,154,822 | -6.46% | |
| Sanctuary Advisors, Llc | 0.30% | 1,761,499 | $63,871,958 | $60,489,876 | -$3,382,082 | -5.30% | |
| Charles Schwab Trust Co | 3.54% | 1,682,888 | $61,341,268 | $57,790,374 | -$3,550,894 | -5.79% | |
| Envestnet Asset Management Inc | 0.01% | 1,564,651 | $56,717,993 | $53,730,115 | -$2,987,878 | -5.27% | |
| Jpmorgan Chase & Co | 0.00% | 1,572,456 | $56,514,112 | $53,998,139 | -$2,515,973 | -4.45% | |
| Fmr Llc | 0.00% | 1,548,538 | $56,150,005 | $53,176,795 | -$2,973,210 | -5.30% | |
| Mariner, Llc | 0.06% | 1,540,632 | $55,826,321 | $52,905,303 | -$2,921,018 | -5.23% | |
| Heartwood Wealth Advisors Llc | 4.37% | 1,517,959 | $55,329,606 | $52,126,712 | -$3,202,894 | -5.79% | |
| Wells Fargo & Company/Mn | 0.01% | 1,489,129 | $53,995,826 | $51,136,690 | -$2,859,136 | -5.30% | |
| Corient Private Wealth Llc | 0.07% | 1,446,830 | $52,462,058 | $49,684,142 | -$2,777,916 | -5.30% | |
| Mountain Capital Investment Advisors Inc. | 7.46% | 1,444,034 | $52,360,666 | $49,588,128 | -$2,772,538 | -5.30% | |
| Mercer Global Advisors Inc | 0.06% | 1,391,990 | $50,473,540 | $47,800,937 | -$2,672,603 | -5.30% | |
| Wealth Enhancement Advisory Services, Llc | 0.07% | 1,363,677 | $48,581,732 | $46,828,668 | -$1,753,064 | -3.61% | |
| Fund Evaluation Group, Llc | 1.13% | 1,153,361 | $41,820,870 | $39,606,417 | -$2,214,453 | -5.30% | |
| Rainey & Randall Wealth Advisors Inc. | 5.78% | 1,106,228 | $40,322,012 | $37,987,870 | -$2,334,142 | -5.79% | |
| Waverly Advisors, Llc | 0.21% | 1,017,905 | $36,909,243 | $34,954,858 | -$1,954,385 | -5.30% | |
| Wealthspire Advisors, Llc | 0.20% | 1,005,812 | $36,470,731 | $34,539,584 | -$1,931,147 | -5.30% | |
| Cooper/Haims Advisors, Llc | 15.50% | 974,971 | $35,537,680 | $33,480,504 | -$2,057,176 | -5.79% | |
| Jmg Financial Group, Ltd. | 0.84% | 960,587 | $34,830,872 | $32,986,558 | -$1,844,314 | -5.30% | |
| Cerity Partners Llc | 0.04% | 901,137 | $32,686,620 | $30,945,045 | -$1,741,575 | -5.33% | |
| Ubs Group Ag | 0.01% | 893,714 | $32,406,069 | $30,690,139 | -$1,715,930 | -5.30% | |
| Benjamin Edwards Inc | 0.28% | 857,565 | $31,092,913 | $29,448,782 | -$1,644,131 | -5.29% | |
| Cetera Investment Advisers | 0.03% | 823,721 | $29,868,125 | $28,286,579 | -$1,581,546 | -5.30% | |
| Hbk Sorce Advisory Llc | 0.55% | 768,693 | $28,203,344 | $26,396,918 | -$1,806,426 | -6.41% | |
| Scs Capital Management Llc | 0.25% | 737,603 | $26,745,480 | $25,329,287 | -$1,416,193 | -5.30% | |
| Osaic Holdings, Inc. | 0.03% | 694,776 | $25,194,408 | $23,858,608 | -$1,335,800 | -5.30% | |
| Focus Partners Wealth | 0.03% | 682,534 | $24,748,432 | $23,438,218 | -$1,310,214 | -5.29% | |
| Almanack Investment Partners, Llc. | 2.96% | 676,751 | $24,667,574 | $23,239,629 | -$1,427,945 | -5.79% | |
| Bluesky Wealth Advisors, Llc | 2.70% | 639,742 | $23,318,586 | $21,968,740 | -$1,349,846 | -5.79% | |
| Susquehanna International Group, Llp | 0.02% | 637,348 | $23,110,238 | $21,886,530 | -$1,223,708 | -5.30% | |
| Ballentine Partners, Llc | 0.28% | 636,075 | $23,064,080 | $21,842,816 | -$1,221,264 | -5.30% | |
| 93 Financial Group, Llc | 9.29% | 616,465 | $22,470,159 | $21,169,408 | -$1,300,751 | -5.79% | |
| Trunorth Capital Management, Llc | 2.94% | 517,193 | $18,851,671 | $17,760,408 | -$1,091,263 | -5.79% | |
| Thrivent Financial For Lutherans | 0.03% | 518,521 | $18,802,000 | $17,806,011 | -$995,989 | -5.30% | |
| Summit Wealth & Retirement Planning, Inc. | 3.90% | 507,913 | $18,416,935 | $17,441,732 | -$975,203 | -5.30% | |
| Naples Global Advisors, Llc | 1.10% | 492,388 | $17,853,983 | $16,908,604 | -$945,379 | -5.30% | |
| Principal Securities, Inc. | 0.21% | 480,364 | $17,418,012 | $16,495,700 | -$922,312 | -5.30% | |
| Alliance Wealth Management Group | 3.45% | 471,126 | $17,172,537 | $16,178,467 | -$994,070 | -5.79% | |
| Towercrest Capital Management | 2.45% | 471,126 | $17,172,537 | $16,178,467 | -$994,070 | -5.79% | |
| Savant Capital, Llc | 0.05% | 473,499 | $16,397,369 | $16,259,956 | -$137,413 | -0.84% |
Frequently asked questions about SCHE
Who are the largest institutional holders of SCHE?
The largest institutional holders of SCHE reported in the latest SEC Form 13F filings include Creative Planning, Financial Engines Advisors L.L.C., Us Bancorp \De\, Rakuten Investment Management, Inc., and Rebalance, Llc. InsiderSet ranks institutional holders by their latest reported SCHE position.
What is SCHE institutional ownership?
This page tracks SCHE positions reported by institutional investment managers through SEC Form 13F. SCHWAB EMRG MRKTS EQTY ETF (SCHE) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SCHE?
InsiderSet currently tracks 896 institutional managers reporting SCHE holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SCHE shareholders.
How much SCHE stock do institutions own?
Institutional investment managers disclosed approximately $5.01B in SCHE holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SCHE institutional ownership last updated?
The latest SCHE institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SCHE holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SCHE position after the reporting date.
Are institutions buying or selling SCHE?
Institutional buying and selling can be analyzed by comparing SCHE positions across consecutive 13F reporting periods. InsiderSet's SCHE Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SCHE ownership changes.
How has SCHE institutional ownership changed over time?
InsiderSet tracks SCHE institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.