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 |
|---|---|---|---|---|---|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Jul 24, 2025 Q2 2025 |
29,695
shares
|
$934,204
0.94% of portfolio
|
Q2 2025
Reduced 15.73%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
29,635
shares
|
$932,317
0.03% of portfolio
|
Q2 2025
Added 107.96%
|
|
|
American Investment Services, Inc.
|
Aug 13, 2025 Q2 2025 |
29,483
shares
|
$927,535
0.24% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Morling Financial Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
29,392
shares
|
$924,672
0.34% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jul 09, 2025 Q2 2025 |
28,852
shares
|
$907,683
0.46% of portfolio
|
Q1 2025
Reduced 28.77%
|
|
|
Clearwater Capital Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
28,747
shares
|
$904,380
0.09% of portfolio
|
Q2 2025
Reduced 95.97%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
28,719
shares
|
$903,499
0.0% of portfolio
|
Q2 2025
Added 25.75%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
28,639
shares
|
$900,982
0.07% of portfolio
|
Q2 2025
Reduced 6.82%
|
|
|
Sei Investments CO
Oaks, PA |
Aug 14, 2025 Q2 2025 |
28,586
shares
|
$899,315
0.0% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jul 23, 2025 Q2 2025 |
28,254
shares
|
$888,870
0.31% of portfolio
|
Q2 2025
Reduced 16.93%
|
|
|
Firestone Capital Management
|
Aug 08, 2025 Q2 2025 |
27,917
shares
|
$878,268
0.21% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
27,797
shares
|
$874,493
0.0% of portfolio
|
Q2 2025
Added 7.63%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
27,508
shares
|
$865,401
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
27,138
shares
|
$853,761
0.06% of portfolio
|
Q2 2025
Reduced 51.41%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
26,440
shares
|
$831,802
0.01% of portfolio
|
Q1 2025
Added 14.02%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
26,340
shares
|
$828,656
0.05% of portfolio
|
Q2 2025
Added 26.46%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
26,335
shares
|
$828,499
0.01% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
26,305
shares
|
$827,555
0.06% of portfolio
|
Q4 2022
Reduced 0.73%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
26,227
shares
|
$825,101
0.1% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
26,064
shares
|
$819,973
0.1% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Aug 12, 2025 Q2 2025 |
26,006
shares
|
$818,148
0.3% of portfolio
|
Q2 2025
Reduced 10.72%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
25,951
shares
|
$816,418
0.02% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
25,824
shares
|
$812,423
0.06% of portfolio
|
Q2 2025
Added 109.9%
|
|
|
Everhart Financial Group, Inc.
|
Aug 07, 2025 Q2 2025 |
25,635
shares
|
$806,477
0.09% of portfolio
|
Q2 2025
Reduced 3.29%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
25,568
shares
|
$804,369
0.02% of portfolio
|
Q2 2025
Added 12.51%
|