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 $4.40B in SCHE holdings during the latest filing period.
Financial Engines Advisors L.L.C. is currently the largest disclosed institutional shareholder of SCHE tracked by InsiderSet, reporting ownership valued at approximately $512.12M 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 $572.89M, representing an estimated gain of +11.87% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 34% of the total disclosed SCHE value among the investors covered in this analysis. Major shareholders include Financial Engines Advisors L.L.C., Hightower Advisors, Llc, 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
884
Total Reported Value
$4.40B
Largest Holder
Financial Engines Advisors L.L.C.
Largest Position
$512.12M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
50
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | 1.04% | 15,542,282 | $512,118,207 | $572,888,515 | +$60,770,308 | +11.87% | |
| Hightower Advisors, Llc | 0.33% | 9,474,823 | $343,557,071 | $349,241,976 | +$5,684,905 | +1.65% | |
| Us Bancorp \De\ | 0.14% | 3,415,025 | $123,828,806 | $125,877,822 | +$2,049,016 | +1.65% | |
| Rebalance, Llc | 4.37% | 2,298,258 | $83,334,847 | $84,713,790 | +$1,378,943 | +1.65% | |
| Morgan Stanley | 0.00% | 2,289,500 | $83,017,312 | $84,390,970 | +$1,373,658 | +1.65% | |
| Orgel Wealth Management, Llc | 1.51% | 2,198,585 | $79,720,694 | $81,039,843 | +$1,319,149 | +1.65% | |
| Mather Group, Llc. | 0.67% | 2,118,024 | $76,799,543 | $78,070,365 | +$1,270,822 | +1.65% | |
| Rakuten Investment Management, Inc. | 0.27% | 2,245,603 | $74,621,387 | $82,772,927 | +$8,151,540 | +10.92% | |
| Jones Financial Companies Lllp | 0.03% | 2,106,721 | $68,067,299 | $77,653,736 | +$9,586,437 | +14.08% | |
| Sanctuary Advisors, Llc | 0.30% | 1,761,499 | $63,871,958 | $64,928,853 | +$1,056,895 | +1.65% | |
| Moneta Group Investment Advisors Llc | 0.47% | 1,914,788 | $63,092,256 | $70,579,086 | +$7,486,830 | +11.87% | |
| Krilogy Financial Llc | 1.86% | 1,737,850 | $63,014,433 | $64,057,151 | +$1,042,718 | +1.65% | |
| Charles Schwab Trust Co | 3.34% | 1,651,919 | $59,898,583 | $60,889,734 | +$991,151 | +1.65% | |
| Envestnet Asset Management Inc | 0.01% | 1,564,651 | $56,717,993 | $57,673,036 | +$955,043 | +1.68% | |
| Jpmorgan Chase & Co | 0.00% | 1,572,456 | $56,514,112 | $57,960,728 | +$1,446,616 | +2.56% | |
| Fmr Llc | 0.00% | 1,548,538 | $56,150,005 | $57,079,111 | +$929,106 | +1.65% | |
| Mariner, Llc | 0.06% | 1,540,632 | $55,826,321 | $56,787,696 | +$961,375 | +1.72% | |
| Heartwood Wealth Advisors Llc | 4.28% | 1,518,670 | $55,066,974 | $55,978,176 | +$911,202 | +1.65% | |
| Corient Private Wealth Llc | 0.07% | 1,449,094 | $52,544,152 | $53,413,605 | +$869,453 | +1.65% | |
| Mountain Capital Investment Advisors Inc. | 7.46% | 1,444,034 | $52,360,666 | $53,227,093 | +$866,427 | +1.65% | |
| Mercer Global Advisors Inc | 0.06% | 1,391,990 | $50,473,540 | $51,308,751 | +$835,211 | +1.65% | |
| Wells Fargo & Company/Mn | 0.01% | 1,480,192 | $48,772,315 | $54,559,877 | +$5,787,562 | +11.87% | |
| Wealth Enhancement Advisory Services, Llc | 0.08% | 1,311,736 | $46,995,525 | $48,350,589 | +$1,355,064 | +2.88% | |
| Fund Evaluation Group, Llc | 1.13% | 1,153,361 | $41,820,870 | $42,512,886 | +$692,016 | +1.65% | |
| Rainey & Randall Wealth Advisors Inc. | 5.68% | 1,095,808 | $39,733,997 | $40,391,483 | +$657,486 | +1.65% | |
| Wealthspire Advisors, Llc | 0.20% | 1,005,812 | $36,470,731 | $37,074,230 | +$603,499 | +1.65% | |
| Jmg Financial Group, Ltd. | 0.84% | 960,587 | $34,830,872 | $35,407,237 | +$576,365 | +1.65% | |
| Cooper/Haims Advisors, Llc | 16.36% | 1,055,311 | $34,772,494 | $38,898,763 | +$4,126,269 | +11.87% | |
| Waverly Advisors, Llc | 0.26% | 1,042,983 | $34,366,285 | $38,444,353 | +$4,078,068 | +11.87% | |
| Ubs Group Ag | 0.01% | 893,714 | $32,406,069 | $32,942,298 | +$536,229 | +1.65% | |
| Benjamin Edwards Inc | 0.28% | 857,565 | $31,092,913 | $31,609,846 | +$516,933 | +1.66% | |
| Cetera Investment Advisers | 0.03% | 823,721 | $29,868,125 | $30,362,356 | +$494,231 | +1.65% | |
| Cerity Partners Llc | 0.04% | 887,746 | $29,373,681 | $32,722,318 | +$3,348,637 | +11.40% | |
| Hbk Sorce Advisory Llc | 0.55% | 768,693 | $28,203,344 | $28,334,024 | +$130,680 | +0.46% | |
| Scs Capital Management Llc | 0.25% | 737,603 | $26,745,480 | $27,188,047 | +$442,567 | +1.65% | |
| Focus Partners Wealth | 0.03% | 682,534 | $24,748,432 | $25,158,203 | +$409,771 | +1.66% | |
| Ballentine Partners, Llc | 0.28% | 636,075 | $23,064,080 | $23,445,725 | +$381,645 | +1.65% | |
| Bluesky Wealth Advisors, Llc | 2.62% | 623,170 | $22,596,135 | $22,970,046 | +$373,911 | +1.65% | |
| Osaic Holdings, Inc. | 0.03% | 679,704 | $22,397,645 | $25,053,889 | +$2,656,244 | +11.86% | |
| 93 Financial Group, Llc | 8.84% | 617,288 | $22,382,872 | $22,753,236 | +$370,364 | +1.65% | |
| Susquehanna International Group, Llp | 0.03% | 654,911 | $21,579,317 | $24,140,019 | +$2,560,702 | +11.87% | |
| Summit Wealth & Retirement Planning, Inc. | 3.90% | 507,913 | $18,416,935 | $18,721,673 | +$304,738 | +1.65% | |
| Trunorth Capital Management, Llc | 2.89% | 496,715 | $18,010,900 | $18,308,915 | +$298,015 | +1.65% | |
| Naples Global Advisors, Llc | 1.10% | 492,388 | $17,853,983 | $18,149,422 | +$295,439 | +1.65% | |
| Principal Securities, Inc. | 0.21% | 480,364 | $17,418,012 | $17,706,217 | +$288,205 | +1.65% | |
| Alliance Wealth Management Group | 3.36% | 476,643 | $17,283,069 | $17,569,061 | +$285,992 | +1.65% | |
| Towercrest Capital Management | 2.41% | 476,643 | $17,283,069 | $17,569,061 | +$285,992 | +1.65% | |
| Boyd Wealth Management, Llc | 6.39% | 465,589 | $16,882,264 | $17,161,611 | +$279,347 | +1.65% | |
| Savant Capital, Llc | 0.05% | 473,499 | $16,397,369 | $17,453,173 | +$1,055,804 | +6.44% | |
| Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | 0.23% | 440,417 | $15,969,511 | $16,233,771 | +$264,260 | +1.65% |
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.