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 |
|---|---|---|---|---|---|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
25,529
shares
|
$803,142
0.64% of portfolio
|
Q2 2025
Reduced 3.19%
|
|
|
Apcm Wealth Management For Individuals
|
Jul 29, 2025 Q2 2025 |
25,512
shares
|
$802,607
0.11% of portfolio
|
Q2 2025
Added 2.49%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
25,413
shares
|
$799,492
0.04% of portfolio
|
Q2 2025
Reduced 11.25%
|
|
|
James Investment Research Inc
|
Aug 01, 2025 Q2 2025 |
25,412
shares
|
$799,461
0.09% of portfolio
|
Q2 2025
Added 4.27%
|
|
|
Kearns & Associates LLC
|
Jul 09, 2025 Q2 2025 |
25,239
shares
|
$794,018
0.44% of portfolio
|
Q2 2024
Added 2.39%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
24,826
shares
|
$781,025
0.0% of portfolio
|
Q2 2025
Added 5.65%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
24,729
shares
|
$777,974
0.16% of portfolio
|
Q2 2025
Added 19.99%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
24,646
shares
|
$775,363
0.23% of portfolio
|
Q1 2023
Added 2.06%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
24,629
shares
|
$774,828
0.51% of portfolio
|
Q2 2022
Added 2.12%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
24,430
shares
|
$768,567
0.39% of portfolio
|
Q2 2023
New holding
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Aug 07, 2025 Q2 2025 |
24,367
shares
|
$766,585
0.19% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
24,178
shares
|
$760,639
0.0% of portfolio
|
Q4 2022
Added 22.87%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
24,165
shares
|
$760,230
0.02% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
24,125
shares
|
$758,972
0.07% of portfolio
|
Q4 2023
Added 6.06%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
24,035
shares
|
$756,141
0.23% of portfolio
|
Q1 2024
Added 2.79%
|
|
|
Bourgeon Capital Management LLC
|
Jul 18, 2025 Q2 2025 |
23,896
shares
|
$751,768
0.15% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Aug 14, 2025 Q2 2025 |
23,792
shares
|
$748,496
0.03% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
23,722
shares
|
$746,294
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
23,579
shares
|
$741,795
0.0% of portfolio
|
Q1 2025
Added 5.95%
|
|
|
Sage Financial Group Inc
|
Jul 22, 2025 Q2 2025 |
23,237
shares
|
$731,036
0.05% of portfolio
|
Q2 2025
Added 38.22%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
23,149
shares
|
$728,267
0.01% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
23,118
shares
|
$727,292
0.06% of portfolio
|
Q2 2025
Reduced 30.3%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
23,052
shares
|
$725,215
0.05% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
First Manhattan CO
New York, NY |
Aug 14, 2025 Q2 2025 |
23,044
shares
|
$724,964
0.0% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
23,038
shares
|
$724,775
0.0% of portfolio
|
Q2 2025
Added 1.58%
|