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 852 institutions that hold shares in the stock, with a total of 150 Million shares, which have been reported (via 13F filing form) to have a value of $4.53 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
20,078,302
shares
|
$607 Million
0.52% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
18,155,827
shares
|
$549 Million
1.08% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
9,855,049
shares
|
$298 Million
0.38% of portfolio
|
Q1 2025
Added 17.78%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
3,653,803
shares
|
$110 Million
0.14% of portfolio
|
Q1 2025
Added 311.13%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
3,586,105
shares
|
$108 Million
4.22% of portfolio
|
Q1 2025
Added 3.11%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
2,277,604
shares
|
$68.9 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
2,256,257
shares
|
$68.2 Million
0.12% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Apr 17, 2025 Q1 2025 |
2,122,048
shares
|
$64.1 Million
4.31% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
2,114,862
shares
|
$63.9 Million
0.69% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
2,013,903
shares
|
$60.9 Million
0.25% of portfolio
|
Q3 2024
Added 21.79%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,003,841
shares
|
$60.6 Million
0.0% of portfolio
|
Q1 2025
Added 2.73%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
1,977,785
shares
|
$59.8 Million
0.04% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Orgel Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
1,950,673
shares
|
$59 Million
1.5% of portfolio
|
Q2 2025
Added 4.33%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
1,891,296
shares
|
$57.2 Million
0.31% of portfolio
|
Q1 2025
Added 101.39%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
1,740,454
shares
|
$52.6 Million
0.11% of portfolio
|
Q1 2025
Reduced 6.62%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
1,692,636
shares
|
$51.2 Million
0.65% of portfolio
|
Q1 2025
Added 7.01%
|
|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
1,530,631
shares
|
$46.3 Million
5.07% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
1,436,488
shares
|
$43.4 Million
2.76% of portfolio
|
Q2 2025
Added 2.32%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
1,410,136
shares
|
$42.6 Million
0.07% of portfolio
|
Q1 2025
Reduced 6.85%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,339,649
shares
|
$40.5 Million
0.01% of portfolio
|
Q1 2025
Added 6.53%
|
|
|
Cooper/Haims Advisors, LLC
|
May 09, 2025 Q1 2025 |
1,241,318
shares
|
$37.5 Million
18.9% of portfolio
|
Q1 2025
Added 1.58%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
1,184,030
shares
|
$35.8 Million
0.03% of portfolio
|
Q1 2025
Reduced 10.16%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Jul 14, 2025 Q2 2025 |
1,177,126
shares
|
$35.6 Million
5.16% of portfolio
|
Q2 2025
Added 3.64%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
1,134,892
shares
|
$34.3 Million
1.24% of portfolio
|
Q1 2025
Added 57.5%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
May 01, 2025 Q1 2025 |
1,051,080
shares
|
$31.8 Million
5.98% of portfolio
|
Q1 2025
Added 1.25%
|