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 863 institutions that hold shares in the stock, with a total of 153 Million shares, which have been reported (via 13F filing form) to have a value of $4.82 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
64,173
shares
|
$2.02 Million
1.42% of portfolio
|
Q4 2023
Added 0.33%
|
|
|
Northwest Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
63,099
shares
|
$1.99 Million
1.08% of portfolio
|
Q2 2025
Reduced 34.62%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Jul 23, 2025 Q2 2025 |
62,308
shares
|
$1.96 Million
0.54% of portfolio
|
Q2 2025
Added 2.55%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
61,212
shares
|
$1.93 Million
0.16% of portfolio
|
Q2 2025
Reduced 11.2%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
60,629
shares
|
$1.91 Million
0.07% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
59,755
shares
|
$1.88 Million
0.46% of portfolio
|
Q2 2023
Added 0.19%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 15, 2025 Q2 2025 |
59,664
shares
|
$1.88 Million
0.3% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
59,580
shares
|
$1.87 Million
0.08% of portfolio
|
Q2 2025
Added 20.65%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
59,515
shares
|
$1.87 Million
0.01% of portfolio
|
Q2 2025
Added 20.17%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jul 15, 2025 Q2 2025 |
58,966
shares
|
$1.86 Million
0.56% of portfolio
|
Q2 2025
Added 5.51%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
58,598
shares
|
$1.84 Million
0.38% of portfolio
|
Q2 2025
Reduced 21.66%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
57,482
shares
|
$1.81 Million
0.13% of portfolio
|
Q2 2025
Added 13.59%
|
|
|
Jackson Creek Investment Advisors LLC
|
Aug 13, 2025 Q2 2025 |
57,177
shares
|
$1.8 Million
0.46% of portfolio
|
Q2 2025
Reduced 3.88%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
56,960
shares
|
$1.79 Million
0.43% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
56,760
shares
|
$1.79 Million
0.04% of portfolio
|
Q2 2025
Added 7.85%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 11, 2025 Q2 2025 |
56,455
shares
|
$1.78 Million
0.04% of portfolio
|
Q2 2025
Added 52.09%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
56,295
shares
|
$1.77 Million
0.01% of portfolio
|
Q2 2025
Reduced 14.39%
|
|
|
Thompson Investment Management, Inc.
|
Jul 24, 2025 Q2 2025 |
56,154
shares
|
$1.77 Million
0.25% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
56,131
shares
|
$1.77 Million
0.59% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
55,938
shares
|
$1.76 Million
0.0% of portfolio
|
Q2 2025
Added 320.81%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
55,369
shares
|
$1.74 Million
0.0% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
55,130
shares
|
$1.73 Million
0.48% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
54,648
shares
|
$1.72 Million
0.64% of portfolio
|
Q3 2023
Reduced 70.63%
|
|
|
Tenret CO LLC
|
Jul 16, 2025 Q2 2025 |
54,462
shares
|
$1.71 Million
0.9% of portfolio
|
Q2 2025
Added 188.34%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
54,205
shares
|
$1.71 Million
0.17% of portfolio
|
Q1 2025
Added 3.22%
|