13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundInflation hedgeYield
SCHE

SCHWAB EMRG MRKTS EQTY ETF

921 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·921 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 3.3%
vs prior quarter
13F value held
$2.8B
72.0% inst. owned
of float
Holders
921
+125 QoQ
filers reporting
Activity
+8 / −30
+870 added · −775 reduced
this quarter
Concentration
25.29%
Creative Planning #1
top holder share
AI Holders Summary · Q1 2026

921 institutions reported SCHE in Q1 2026. Creative Planning leads at 25.3% of the visible book. +125 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Creative Planning
CIK 0001540235
$717M21.8M0.49%Q1 202602
Financial Engines Advisors L.L.C.
CIK 0001420473
$512M15.5M1.04%Q1 202603
HighTower Advisors, LLC
CIK 0001462245
$312M9.5M0.33%Q1 202604
Rakuten Investment Management, Inc.
CIK 0002062680
$149M4.5M0.30%Q1 202605
US BANCORP \DE\
CIK 0000036104
$120M3.6M0.15%Q1 202606
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$111M3.4M0.07%Q1 202607
SageView Advisory Group, LLC
CIK 0001914558
$110M3.4M3.72%Q4 202508
MORGAN STANLEY
CIK 0000895421
$80M2.4M0.00%Q1 202609
REBALANCE, LLC
CIK 0001811052
$72M2.2M4.18%Q1 202610
Orgel Wealth Management, LLC
CIK 0001658535
$70M2.1M1.50%Q1 202611
MATHER GROUP, LLC.
CIK 0001527641
$69M2.1M0.68%Q1 202612
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$68M2.1M0.03%Q1 202613
MONETA GROUP INVESTMENT ADVISORS LLC
CIK 0001120927
$63M1.9M0.47%Q1 202614
Sanctuary Advisors, LLC
CIK 0001777271
$63M1.9M0.34%Q1 202615
Krilogy Financial LLC
CIK 0001659047
$60M1.7M1.94%Q1 202616
JPMORGAN CHASE & CO
CIK 0000019617
$55M1.7M0.00%Q1 202617
FMR LLC
CIK 0000315066
$52M1.6M0.00%Q1 202618
Mountain Capital Investment Advisors Inc.
CIK 0001714506
$51M1.4M7.59%Q1 202619
Mariner, LLC
CIK 0001373442
$50M1.5M0.06%Q1 202620
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$50M1.5M0.01%Q1 2026
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