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 |
|---|---|---|---|---|---|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Jul 23, 2025 Q2 2025 |
34,440
shares
|
$1.08 Million
0.64% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Y Intercept (Hong Kong) LTD
|
Aug 01, 2025 Q2 2025 |
34,276
shares
|
$1.08 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Aug 06, 2025 Q2 2025 |
34,258
shares
|
$1.08 Million
0.8% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
34,141
shares
|
$1.07 Million
0.24% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
33,644
shares
|
$1.06 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
33,357
shares
|
$1.05 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
32,739
shares
|
$1.03 Million
0.02% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Aug 08, 2025 Q2 2025 |
32,520
shares
|
$1.02 Million
0.44% of portfolio
|
Q2 2025
Reduced 7.23%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
32,447
shares
|
$1.02 Million
0.09% of portfolio
|
Q2 2025
Reduced 33.19%
|
|
|
Whitcomb & Hess, Inc.
|
Jul 03, 2025 Q2 2025 |
32,126
shares
|
$1.01 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
31,803
shares
|
$1 Million
0.51% of portfolio
|
Q2 2025
Added 7.23%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Jul 31, 2025 Q2 2025 |
31,611
shares
|
$994,482
0.65% of portfolio
|
Q2 2025
Reduced 4.14%
|
|
|
Element Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
31,496
shares
|
$990,864
0.45% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
31,469
shares
|
$990,014
0.01% of portfolio
|
Q2 2025
Added 19.02%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
31,422
shares
|
$988,536
0.01% of portfolio
|
Q2 2025
Reduced 10.38%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
31,393
shares
|
$987,623
0.14% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Lyell Wealth Management, LP
|
Jul 29, 2025 Q2 2025 |
31,315
shares
|
$985,169
0.08% of portfolio
|
Q2 2025
Added 9.57%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
31,268
shares
|
$983,691
0.02% of portfolio
|
Q2 2025
Added 54.25%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
31,160
shares
|
$980,293
0.06% of portfolio
|
Q1 2025
Reduced 23.43%
|
|
|
Sja Financial Advisory, LLC
|
Aug 06, 2025 Q2 2025 |
31,060
shares
|
$977,147
0.64% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Altfest L J & CO Inc
|
Aug 08, 2025 Q2 2025 |
30,626
shares
|
$963,493
0.13% of portfolio
|
Q2 2025
Reduced 4.73%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
30,501
shares
|
$959,561
0.17% of portfolio
|
Q2 2024
Added 1.82%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
30,315
shares
|
$953,709
0.02% of portfolio
|
Q2 2025
Added 42.59%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
30,144
shares
|
$948,330
0.01% of portfolio
|
Q2 2025
Added 7.31%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
29,869
shares
|
$939,678
0.03% of portfolio
|
Q2 2025
Reduced 0.66%
|