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 |
|---|---|---|---|---|---|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
54,029
shares
|
$1.7 Million
0.02% of portfolio
|
Q2 2025
Reduced 7.06%
|
|
|
Cap Partners, LLC
Franklin, TN |
Jul 30, 2025 Q2 2025 |
52,472
shares
|
$1.65 Million
1.0% of portfolio
|
Q2 2025
Added 64.6%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
52,316
shares
|
$1.65 Million
0.27% of portfolio
|
Q2 2025
Added 10.13%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
51,564
shares
|
$1.62 Million
0.52% of portfolio
|
Q1 2023
Added 6.72%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
51,510
shares
|
$1.62 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
51,487
shares
|
$1.62 Million
0.0% of portfolio
|
Q2 2025
Reduced 19.41%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
51,433
shares
|
$1.62 Million
0.02% of portfolio
|
Q2 2022
Reduced 0.13%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
51,228
shares
|
$1.61 Million
0.01% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Von Berge Wealth Management Group, LLC
|
Jul 24, 2025 Q2 2025 |
50,336
shares
|
$1.58 Million
0.88% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
50,328
shares
|
$1.58 Million
0.35% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
50,199
shares
|
$1.58 Million
0.04% of portfolio
|
Q2 2025
Reduced 7.34%
|
|
|
Opus Capital Group, LLC
|
Jul 31, 2025 Q2 2025 |
49,907
shares
|
$1.57 Million
0.18% of portfolio
|
Q2 2025
Reduced 5.46%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
49,420
shares
|
$1.55 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
49,223
shares
|
$1.55 Million
0.43% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
48,916
shares
|
$1.54 Million
0.05% of portfolio
|
Q2 2025
Reduced 39.84%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
48,387
shares
|
$1.52 Million
0.73% of portfolio
|
Q4 2024
Added 20.13%
|
|
|
Clay Northam Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
48,247
shares
|
$1.52 Million
0.95% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Aug 12, 2025 Q2 2025 |
47,942
shares
|
$1.51 Million
2.73% of portfolio
|
Q2 2025
Added 348.39%
|
|
|
Windward Private Wealth Management Inc.
|
Jul 21, 2025 Q2 2025 |
47,030
shares
|
$1.48 Million
0.51% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
47,020
shares
|
$1.48 Million
0.0% of portfolio
|
Q2 2025
Added 38.36%
|
|
|
Olio Financial Planning
|
Jul 09, 2025 Q2 2025 |
46,429
shares
|
$1.46 Million
0.44% of portfolio
|
Q2 2025
Reduced 14.76%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
45,818
shares
|
$1.44 Million
0.18% of portfolio
|
Q2 2025
Added 17.88%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
45,536
shares
|
$1.43 Million
0.0% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
45,505
shares
|
$1.43 Million
0.04% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jul 22, 2025 Q2 2025 |
44,852
shares
|
$1.41 Million
0.33% of portfolio
|
Q2 2025
Reduced 2.41%
|