DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded Fund
SCHE

SCHWAB EMRG MRKTS EQTY ETF

932 institutions still hold SCHWAB EMRG MRKTS EQTY ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 808524706·Exchange Traded Fund·932 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$2.9B
visible holders
Holders
932
filers reporting
Concentration
24.97%
Creative Planning #1
top holder share
AI Holders Summary · Q1 2026

932 institutions reported SCHE in Q1 2026. Creative Planning leads at 25.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Creative Planning
CIK 0001540235
$717M21.8M0.49%Q1 2026
02
Financial Engines Advisors L.L.C.
CIK 0001420473
$512M15.5M1.04%Q1 2026
03
HighTower Advisors, LLC
CIK 0001462245
$312M9.5M0.33%Q1 2026
04
Rakuten Investment Management, Inc.
CIK 0002062680
$149M4.5M0.30%Q1 2026
05
US BANCORP \DE\
CIK 0000036104
$120M3.6M0.15%Q1 2026
06
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$111M3.4M0.07%Q1 2026
07
SageView Advisory Group, LLC
CIK 0001914558
$110M3.4M3.72%Q4 2025
08
REBALANCE, LLC
CIK 0001811052
$83M2.3M4.37%Q2 2026
09
MORGAN STANLEY
CIK 0000895421
$80M2.4M0.00%Q1 2026
10
Orgel Wealth Management, LLC
CIK 0001658535
$80M2.2M1.51%Q2 2026
11
MATHER GROUP, LLC.
CIK 0001527641
$69M2.1M0.68%Q1 2026
12
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$68M2.1M0.03%Q1 2026
13
MONETA GROUP INVESTMENT ADVISORS LLC
CIK 0001120927
$63M1.9M0.47%Q1 2026
14
Sanctuary Advisors, LLC
CIK 0001777271
$63M1.9M0.34%Q1 2026
15
Krilogy Financial LLC
CIK 0001659047
$60M1.7M1.94%Q1 2026
16
Charles Schwab Trust Co
CIK 0001789219
$60M1.7M3.34%Q2 2026
17
Heartwood Wealth Advisors LLC
CIK 0001794935
$55M1.5M4.28%Q2 2026
18
JPMORGAN CHASE & CO
CIK 0000019617
$55M1.7M0.00%Q1 2026
19
Mountain Capital Investment Advisors Inc.
CIK 0001714506
$52M1.4M7.46%Q2 2026
20
FMR LLC
CIK 0000315066
$52M1.6M0.00%Q1 2026
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