Institutional Ownership Schwab Strategic Tr Us Emergin (SCHE)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Emergin (SCHE). We have compiled data on the 894 institutions that hold shares in the stock, with a total of 156 Million shares, which have been reported (via 13F filing form) to have a value of $5.28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
19,125,476
shares
|
$647 Million
0.49% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
16,707,929
shares
|
$565 Million
1.07% of portfolio
|
Q3 2025
Reduced 5.09%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
10,445,370
shares
|
$353 Million
0.41% of portfolio
|
Q3 2025
Added 3.0%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
6,510,778
shares
|
$220 Million
0.26% of portfolio
|
Q3 2025
Added 88.95%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
3,710,282
shares
|
$125 Million
4.27% of portfolio
|
Q3 2025
Reduced 1.43%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
3,500,259
shares
|
$118 Million
0.08% of portfolio
|
Q3 2025
Reduced 5.23%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
Oct 30, 2025 Q3 2025 |
2,245,603
shares
|
$75.9 Million
0.24% of portfolio
|
Q3 2025
Added 11.51%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
2,240,681
shares
|
$75.8 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
2,121,687
shares
|
$71.7 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
2,095,111
shares
|
$70.8 Million
0.71% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 16, 2025 Q3 2025 |
2,075,427
shares
|
$70.2 Million
4.18% of portfolio
|
Q3 2025
Added 3.95%
|
|
|
Orgel Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
1,969,045
shares
|
$66.6 Million
1.58% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
1,895,236
shares
|
$64.1 Million
0.34% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
1,843,037
shares
|
$62.3 Million
0.5% of portfolio
|
Q3 2025
Added 4.21%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
1,607,462
shares
|
$54.3 Million
2.22% of portfolio
|
Q3 2025
Added 11.9%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
1,541,281
shares
|
$52.1 Million
5.04% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
1,509,693
shares
|
$51 Million
0.09% of portfolio
|
Q3 2025
Reduced 7.28%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
1,474,214
shares
|
$49.8 Million
0.08% of portfolio
|
Q3 2025
Added 1164.75%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
1,465,759
shares
|
$49.6 Million
1.62% of portfolio
|
Q3 2025
Reduced 5.1%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
1,435,586
shares
|
$48.5 Million
0.06% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 07, 2025 Q3 2025 |
1,418,649
shares
|
$48 Million
0.0% of portfolio
|
Q3 2025
Added 70.44%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1,328,457
shares
|
$44.9 Million
0.01% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
1,289,095
shares
|
$43.6 Million
0.03% of portfolio
|
Q3 2025
Added 6.55%
|
|
|
Cooper/Haims Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
1,241,534
shares
|
$42 Million
19.72% of portfolio
|
Q3 2025
Reduced 2.06%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
1,164,240
shares
|
$39.4 Million
5.25% of portfolio
|
Q3 2025
Reduced 1.09%
|