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 |
|---|---|---|---|---|---|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
44,762
shares
|
$1.41 Million
0.56% of portfolio
|
Q2 2024
Added 19.18%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
44,607
shares
|
$1.4 Million
0.12% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
|
Athena Investment Management
|
May 12, 2025 Q1 2025 |
44,446
shares
|
$1.4 Million
0.8% of portfolio
|
Q1 2025
Added 3.34%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
44,301
shares
|
$1.39 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
44,285
shares
|
$1.39 Million
0.0% of portfolio
|
Q2 2025
Added 5.33%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
44,104
shares
|
$1.39 Million
0.0% of portfolio
|
Q2 2025
Added 73.36%
|
|
|
Ignite Planners, LLC
|
Aug 08, 2025 Q2 2025 |
42,778
shares
|
$1.35 Million
0.25% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Greenline Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
42,703
shares
|
$1.34 Million
0.18% of portfolio
|
Q2 2025
Added 19.96%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
42,341
shares
|
$1.33 Million
0.11% of portfolio
|
Q2 2025
Added 12.12%
|
|
|
Johnson Bixby & Associates, LLC
|
Jul 16, 2025 Q2 2025 |
42,305
shares
|
$1.33 Million
0.19% of portfolio
|
Q2 2025
Reduced 7.62%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
42,066
shares
|
$1.32 Million
0.29% of portfolio
|
Q3 2024
Reduced 5.84%
|
|
|
Alpha Omega Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
41,766
shares
|
$1.31 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jul 25, 2025 Q2 2025 |
41,694
shares
|
$1.31 Million
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
41,232
shares
|
$1.3 Million
0.1% of portfolio
|
Q2 2025
Reduced 7.16%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
41,191
shares
|
$1.3 Million
0.27% of portfolio
|
Q2 2025
Added 10.32%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
41,093
shares
|
$1.29 Million
0.15% of portfolio
|
Q3 2022
Reduced 20.13%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
40,958
shares
|
$1.29 Million
0.1% of portfolio
|
Q2 2025
Added 6.12%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
40,875
shares
|
$1.29 Million
0.04% of portfolio
|
Q2 2025
Added 5.36%
|
|
|
Ironwood Wealth Management, Llc.
|
Aug 06, 2025 Q2 2025 |
40,835
shares
|
$1.28 Million
0.45% of portfolio
|
Q2 2025
Reduced 38.11%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
40,714
shares
|
$1.28 Million
0.15% of portfolio
|
Q2 2023
Added 0.48%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
40,664
shares
|
$1.28 Million
0.01% of portfolio
|
Q2 2025
Added 6.44%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Aug 07, 2025 Q2 2025 |
40,489
shares
|
$1.27 Million
0.26% of portfolio
|
Q2 2025
Reduced 14.75%
|
|
|
Emerald Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
40,218
shares
|
$1.27 Million
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Madden Advisory Services, Inc.
|
Jul 23, 2025 Q2 2025 |
40,069
shares
|
$1.26 Million
0.52% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Values Added Financial LLC
Washington, DC |
Jul 23, 2025 Q2 2025 |
39,980
shares
|
$1.26 Million
0.58% of portfolio
|
Q2 2025
Added 51.35%
|