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 872 institutions that hold shares in the stock, with a total of 151 Million shares, which have been reported (via 13F filing form) to have a value of $5.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
19,526,618
shares
|
$656 Million
0.51% of portfolio
|
Q2 2025
Reduced 2.75%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
17,603,682
shares
|
$591 Million
1.06% of portfolio
|
Q2 2025
Reduced 3.04%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
10,141,479
shares
|
$341 Million
0.4% of portfolio
|
Q2 2025
Added 2.91%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
3,764,296
shares
|
$126 Million
4.39% of portfolio
|
Q2 2025
Added 4.97%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
3,693,479
shares
|
$124 Million
0.08% of portfolio
|
Q2 2025
Added 86.75%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
3,445,757
shares
|
$116 Million
0.13% of portfolio
|
Q2 2025
Reduced 5.69%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
2,276,317
shares
|
$76.5 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
2,256,257
shares
|
$75.8 Million
0.12% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
2,132,115
shares
|
$71.6 Million
0.0% of portfolio
|
Q2 2025
Added 6.4%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
2,114,862
shares
|
$71.1 Million
0.69% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 16, 2025 Q3 2025 |
2,075,427
shares
|
$69.7 Million
4.18% of portfolio
|
Q3 2025
Added 3.95%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
2,013,903
shares
|
$67.7 Million
0.25% of portfolio
|
Q3 2024
Added 21.79%
|
|
|
Orgel Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
1,969,045
shares
|
$66.2 Million
1.58% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
1,908,570
shares
|
$64.1 Million
0.33% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
1,768,550
shares
|
$59.4 Million
0.65% of portfolio
|
Q2 2025
Added 4.48%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
1,628,282
shares
|
$54.7 Million
0.1% of portfolio
|
Q2 2025
Reduced 6.44%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
1,541,281
shares
|
$51.8 Million
5.04% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
1,465,759
shares
|
$49.2 Million
1.62% of portfolio
|
Q3 2025
Reduced 5.1%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
1,436,488
shares
|
$48.3 Million
2.76% of portfolio
|
Q2 2025
Added 2.32%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
1,407,161
shares
|
$47.3 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,325,780
shares
|
$44.5 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Cooper/Haims Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
1,267,630
shares
|
$42.6 Million
19.16% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
1,209,821
shares
|
$40.6 Million
0.03% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
1,164,240
shares
|
$39.1 Million
5.25% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Jmg Financial Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
1,058,272
shares
|
$35.6 Million
1.01% of portfolio
|
Q2 2025
Added 13.97%
|