SCHE institutional holders

Schwab Emerging Markets Equity ETF · 928 reporting institutions · $5.6B reported value

Funds that can replace SCHE · SCHE return decomposition

Institutional holdings

Institutions reporting SCHE, largest first
InstitutionReported positionAdvisors at firmReport period
Creative Planning$764.6M1,1712026-06-30
Edelman Financial Engines$548.4M7222026-06-30
Hightower Advisors, LLC$343.6M1,0462026-06-30
US Bancorp$123.8M02026-06-30
Northwestern Mutual Wealth Management Co$115.2M02026-06-30
Sageview Advisory Group, LLC$114.9M942026-06-30
Rakuten Investment Management, Inc.$105.9M02026-06-30
Jones Financial Companies LLLP$84.1M02026-06-30
Rebalance, LLC$83.3M92026-06-30
Morgan Stanley$83M23,1852026-06-30
Orgel Wealth Management, LLC$79.7M312026-06-30
Mather Group, Llc.$76.8M1102026-06-30
Moneta Group Investment Advisors LLC$70.4M2562026-06-30
Sanctuary Advisors, LLC$63.9M4012026-06-30
Krilogy$63M642026-06-30
Charles Schwab Trust Co$59.9M02026-06-30
Envestnet Pmc$56.7M602026-06-30
Jpmorgan Chase & Co$56.5M02026-06-30
Fmr LLC$56.2M02026-06-30
Mariner, LLC$55.8M02026-06-30
Heartwood Wealth Advisors LLC$55.1M02026-06-30
Wells Fargo & Company/mn$54M02026-06-30
Corient Private Wealth LP$52.5M6742026-06-30
Mountain Capital Investment Advisors Inc$52.4M162026-06-30
Mercer Global Advisors Inc /adv$50.5M02026-06-30
Wealth Enhancement Advisory Services, LLC$47M1,0262026-06-30
Fund Evaluation Group, LLC$41.8M22026-06-30
Rainey & Randall Wealth Advisors Inc.$39.7M42026-06-30
Waverly Advisors, LLC$36.9M2312026-06-30
Wealthspire Advisors, LLC$36.5M2372026-06-30
Cooper/haims Advisors, LLC$36M92026-06-30
Jmg Financial Group, Ltd.$34.8M482026-06-30
Cerity Partners LLC$32.7M7772026-06-30
UBS Group AG$32.4M02026-06-30
Benjamin Edwards Inc$31.1M02026-06-30
Cetera Investment Advisers$29.9M10,3702026-06-30
Hbk Sorce Advisory LLC$28.2M732026-06-30
Scs Capital Management LLC$26.7M802026-06-30
Osaic Holdings, Inc.$25.2M02026-06-30
Focus Partners Wealth$24.7M1,0482026-06-30
Susquehanna International Group, LLP$23.1M02026-06-30
Ballentine Partners, LLC$23.1M902026-06-30
Bluesky Wealth Advisors, LLC$22.6M102026-06-30
93 Financial Group, LLC$22.4M52026-06-30
Summit Wealth & Retirement Planning, Inc.$18.4M72026-06-30
Trunorth Capital Management, LLC$18M42026-06-30
Naples Global Advisors, LLC$17.9M162026-06-30
Principal Securities, Inc.$17.4M1,4632026-06-30
Towercrest Capital Management, LLC$17.3M12026-06-30
Alliance Wealth Management Group, LLC$17.3M52026-06-30
Boyd Wealth Management, LLC$16.9M52026-06-30
Pure Portfolios Holdings LLC$16.9M02025-12-31
Savant Wealth Management$16.4M4052026-06-30
Empirical Financial Services, LLC D.b.a. Empirical Wealth Management$16M02026-06-30
Procyon$15.5M532026-06-30
Droms Strauss Advisors Inc /mo/ /adv$15M52026-06-30
Klingenstein Fields & Co LP$14.9M42026-06-30
Commonwealth Equity Services, LLC$14.7M2,8632026-06-30
Pathstone Holdings, LLC$14.3M02026-06-30
Blackrock, Inc.$14M02026-06-30
Gemmer Asset Management LLC$13.9M82026-06-30
Rfg - Bristol Wealth Advisors, LLC$13.8M52026-06-30
Cresset Asset Management, LLC$13.3M2122026-06-30
Iht Wealth Management LLC$12.9M1592026-06-30
Lpl Financial LLC$12.9M23,4582026-06-30
Bank of America Corp /de$12.9M02026-06-30
Truist Financial Corp$12.4M02026-06-30
Main Street Financial Solutions, LLC$12.3M412026-06-30
Visionary Wealth Advisors$12.1M462026-06-30
Hc Advisors LLC$11.9M62026-06-30
Brand Asset Management Group, Inc.$11.9M152026-06-30
Sigfig Wealth Management, LLC$11.7M42026-06-30
Bip Wealth, LLC$11.7M622026-06-30
North Star Asset Management Inc$11.7M132026-06-30
Captrust Financial Advisors$11.3M9622026-06-30
Raymond James Financial Inc$11.1M02026-06-30
Prime Capital Financial$10.7M2652026-06-30
Steele Capital Management, Inc.$10.4M152026-06-30
Seneca Financial Advisors LLC$10.3M62026-06-30
Red Tortoise LLC$10.2M02026-03-31
Old Mission Capital LLC$9.9M02026-06-30
Alphacore Capital LLC$9.9M692026-06-30
Invst, LLC$9.9M332026-06-30
Garde Capital, Inc.$9.9M92026-06-30
Berkshire Asset Management Llc/pa$9.8M72026-06-30
Ballast Advisors LLC$9.8M62026-06-30
Royal Bank of Canada$9.6M02026-06-30
Wedmont Private Capital$9.6M122026-06-30
Boltwood Capital Management$9.6M22026-06-30
Apriem Advisors$9.5M132026-06-30
L2 Asset Management, LLC$9.4M22026-06-30
Geneos Wealth Management, Inc.$9M1932026-06-30
Beacon Pointe Advisors, LLC$8.9M4662026-06-30
McAdam LLC$8.8M1352026-06-30
Zacks Investment Management$8.4M832026-06-30
Bank of New York Mellon Corp$8.3M02026-06-30
Nicholas Hoffman & Company, Llc.$8.3M132026-06-30
Valley National Advisers Inc$8.3M142026-06-30
Sierra Ocean, LLC$8.2M32026-06-30
Cornerstone Wealth Advisors, Inc.$8M52026-06-30
Payne Capital Management, LLC$7.8M72026-06-30
Sherwood Financial Partners, LLC$7.8M32026-06-30
Ameriprise Financial Inc$7.7M02026-06-30
Atria Investments, Inc$7.6M62026-06-30
Courage Miller Partners, LLC$7.6M32026-06-30
Arkansas Financial Group, Inc.$7.3M52026-06-30
Farther Finance Advisors, LLC$7.3M3342026-06-30
Cliftonlarsonallen Wealth Advisors, LLC$7.2M992026-06-30
Goldman Sachs Group Inc$7.2M02026-06-30
Ackerman Capital Management$7.1M32026-06-30
Bangor Savings Bank$7.1M02026-06-30
Wbh Advisory Inc$7.1M112026-06-30
Strid Group, LLC$7.1M92026-06-30
Power Wealth Management LLC$7.1M72026-06-30
Stifel Financial Corp$6.9M02026-06-30
Morganrosel Wealth Management, LLC$6.9M22026-06-30
Johnson Financial Group, LLC$6.6M352026-06-30
Northern Trust Corp$6.6M02026-06-30
MML Investors Services, LLC$6.6M5,1202026-06-30
St. Louis Trust Co$6.5M02026-06-30
Guardian Financial Partners, LLC$6.4M72026-06-30
Perigon Wealth Management, LLC$6.3M922026-06-30
Kestra Advisory Services, LLC$6.3M1,4792026-06-30
Lifeplan Investment Advisors, Inc.$6.3M42026-06-30
Rwa Wealth Partners, LLC$6.2M722026-06-30
Quantinno Capital Management LP$6.2M02026-06-30
Lvw Advisors, LLC$6M82026-06-30
Cabot Wealth Management Inc$6M92026-06-30
Brightwater Advisory, LLC$5.9M22026-06-30
Fidelis Im$5.9M12026-06-30
Ballast Rock Private Wealth LLC$5.9M102026-06-30
Parallel Advisors, LLC$5.9M752026-06-30
Patriot Investment Management Group, Inc.$5.8M152026-06-30
Joule Financial, LLC$5.7M02026-06-30
Ep Wealth Advisors, LLC$5.7M3382026-06-30
Fairway Financial, LLC$5.7M22026-06-30
Wakefield Asset Management, LLLP$5.7M42026-06-30
Mai Capital Management$5.7M3082026-06-30
Fortis Capital Management LLC$5.7M152026-06-30
Yale Capital Corp.$5.6M52026-06-30
Bogart Wealth, LLC$5.5M242026-06-30
Rockbridge Investment Management, Lcc$5.5M02026-06-30
Jfs Wealth Advisors, LLC$5.4M332026-06-30
Plum Street Advisors, LLC$5.4M62026-06-30
Pinkerton Wealth, LLC$5.4M192026-06-30
Oak Family Advisors, LLC$5.3M52026-06-30
Cfg Wealth Management Services Inc$5.3M22026-06-30
Renaissance Technologies LLC$5.2M02026-06-30
Aqr Capital Management LLC$5.2M12026-06-30
Composition Wealth, LLC$5.2M762026-06-30
Adamsbrown Wealth Consultants LLC$5.2M152026-06-30
Kohmann Bosshard Financial Services, Llc.$5.1M32026-06-30
Prota Financial$5.1M152026-06-30
True Freedom Investing, LLC$5M22026-06-30
Nations Financial Group Inc, /ia/ /adv$4.9M02026-06-30
White & Co Financial Planning Inc$4.8M42026-06-30
Upper Left Wealth Management, LLC$4.8M22026-06-30
Gleason Group, Inc.$4.8M62026-06-30
Apollon Wealth Management, LLC$4.7M1512026-06-30
Diversified Enterprises, LLC$4.7M292026-06-30
Marotta Asset Management$4.6M92026-06-30
Creekside Partners$4.6M22026-06-30
Christensen, King & Associates Investment Services, Inc.$4.6M92026-06-30
Sunbelt Securities, Inc.$4.5M632026-03-31
Jacobs Equity LLC$4.5M32026-06-30
Mission Wealth Management, LP$4.5M1382026-06-30
Sightline Wealth Advisors, LLC$4.5M42026-06-30
Cape Investment Advisory, Inc.$4.4M352026-06-30
Bishop & Co Investment Management, LLC$4.4M22026-06-30
Asset Allocation Strategies LLC$4.4M402026-06-30
United Capital Financial Advisors, LLC$4.4M1662026-06-30
Seek First Inc.$4.4M32026-06-30
Tpg Advisors LLC$4.3M42026-06-30
Geowealth Management, LLC$4.3M02026-06-30
Bartlett & Co. Wealth Management LLC$4.3M322026-06-30
Rkl Private Wealth$4.3M292026-06-30
Cascade Financial Partners, LLC$4.2M72026-06-30
Zynergyretirementplanningllc$4.2M62026-06-30
Bleakley Financial Group, LLC$4.2M1242026-06-30
Ethos Financial Group, LLC$4.1M02026-06-30
Bluespring Wealth Management, LLC$4.1M502026-06-30
Ausdal Financial Partners, Inc.$4.1M1892026-06-30
Plancorp, LLC$4.1M522026-06-30
Orcam Financial Group, LLC$4M12026-06-30
Fort Point Capital Partners LLC$3.9M202026-06-30
Myecfo, LLC$3.9M52026-06-30
Brandywine Oak Private Wealth LLC$3.9M102026-06-30
Sollinda Capital Management LLC$3.8M172026-06-30
Pioneer Wealth Management Group$3.8M112026-06-30
Great Valley Advisor Group, LLC$3.8M2052026-06-30
Hamilton Capital, LLC$3.8M602026-06-30
Sonoma Allocations$3.8M32026-06-30
Destination Wealth Management$3.8M372026-06-30
Arnold and Mote Wealth Management$3.7M42026-06-30
North Forty Two & Co.$3.7M12026-06-30
Kathmere Capital Management, LLC$3.6M172026-06-30
Omega Financial Group, LLC$3.6M52026-06-30
Citigroup Inc$3.5M02026-06-30
Bck Partners, Inc.$3.5M22026-06-30
Nikulski Financial, Inc.$3.5M82026-06-30
Lee Financial Co$3.5M312026-06-30
Koesten, Hirschmann & Crabtree, Inc.$3.5M72026-06-30
Curbstone Financial Management Corp$3.3M62026-06-30
Strategic Financial Planning, Inc.$3.3M22026-06-30
Leavell Investment Management, Inc.$3.3M252026-06-30
Accurate Wealth Management, LLC$3.3M492026-06-30
Cobblestone Capital Advisors LLC /NY$3.2M02025-09-30
Soltis Investment Advisors LLC$3.1M782026-06-30
Allen Capital Group, LLC$3.1M222026-06-30
Ifrah Financial Services, Inc.$3.1M92026-06-30
Hcm Wealth Advisors$3.1M92026-06-30
Sequoia Financial Group, LLC$3M2582026-06-30
Walkner Condon Financial Advisors LLC$2.9M152026-06-30
Howard Financial Services, Ltd.$2.9M152026-06-30
Chesapeake Wealth Management$2.9M02026-06-30
Williams Financial, LLC$2.9M42026-06-30
Asset Management Group, Inc.$2.9M22026-06-30
Mbe Wealth Management, LLC$2.9M122026-06-30
Lodestar Private Asset Management LLC$2.9M52026-06-30
Fas Wealth Partners, Inc.$2.8M232026-06-30
Tortoise Investment Management, LLC$2.8M152026-06-30
Etesian Wealth Advisors, Inc.$2.8M72026-06-30
Allsquare Wealth Management LLC$2.8M42025-09-30
Arcataur Capital Management LLC$2.8M72026-06-30
Strive Financial Group , LLC$2.7M112026-06-30
Badgley Phelps Wealth Managers, LLC$2.7M282026-06-30
Continental Investors Services, Inc.$2.7M92026-06-30
Dakota Wealth Management$2.6M02026-06-30
Marshall Financial Group Inc /adv$2.6M02025-09-30
Grimes & Co Wealth Management, LLC$2.6M382026-06-30
Focus Financial$2.5M1212026-06-30
Oakwell Private Wealth Management, LLC$2.5M112026-06-30
Goldstone Financial Group, LLC$2.5M172026-06-30
Ritholtz Wealth Management$2.5M582026-06-30
Avior Wealth Management, LLC$2.5M692026-06-30
Hub Investment Partners, LLC$2.5M1182026-06-30
Roberts Wealth Advisors, LLC$2.5M32026-06-30
Corecap Advisors, LLC$2.4M1182026-06-30
Indie Asset Partners, LLC$2.4M02026-06-30
Integrity Alliance, Llc.$2.4M3532026-06-30
Newedge Advisors$2.3M6012026-06-30
Worthpointe, LLC$2.3M72026-06-30
Vaquero Private Wealth, Ltd$2.3M62026-06-30
Blankinship & Foster, LLC$2.3M102026-06-30
O'Shaughnessy Asset Management, LLC$2.3M582026-06-30
World Investment Advisors$2.3M3592026-06-30
Breakwater Investment Management$2.3M32026-06-30
Allworth Financial, LP$2.3M3172026-06-30
Valmark Advisers, Inc.$2.3M2952026-06-30
Fifth Third Bancorp$2.2M02026-06-30

The 250 largest of 928 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30