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 |
|---|---|---|---|---|---|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
22,937
shares
|
$721,598
0.12% of portfolio
|
Q2 2025
Reduced 20.64%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
22,937
shares
|
$721,598
0.03% of portfolio
|
Q2 2025
Reduced 20.64%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
22,894
shares
|
$720,245
0.0% of portfolio
|
Q2 2025
Added 97.33%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
22,687
shares
|
$713,733
0.36% of portfolio
|
Q2 2025
Added 40.67%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Aug 11, 2025 Q2 2025 |
22,457
shares
|
$706,497
0.28% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
22,381
shares
|
$704,106
0.19% of portfolio
|
Q2 2025
Added 6.72%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
22,180
shares
|
$697,782
0.05% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Aug 13, 2025 Q2 2025 |
21,958
shares
|
$690,798
0.18% of portfolio
|
Q2 2025
Added 6.02%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
21,909
shares
|
$689,257
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
Jul 09, 2025 Q2 2025 |
21,904
shares
|
$689,099
1.01% of portfolio
|
Q2 2025
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
21,524
shares
|
$677,145
0.0% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
21,512
shares
|
$676,767
0.03% of portfolio
|
Q2 2025
Added 3.97%
|
|
|
Bip Alliance, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
21,202
shares
|
$667,014
0.25% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
21,158
shares
|
$665,630
0.01% of portfolio
|
Q2 2025
Added 2.77%
|
|
|
Fc Advisory LLC
|
Aug 14, 2025 Q2 2025 |
20,756
shares
|
$652,983
0.2% of portfolio
|
Q2 2025
Added 7.27%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jul 29, 2025 Q2 2025 |
20,608
shares
|
$648,327
0.04% of portfolio
|
Q2 2025
Reduced 20.75%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
20,548
shares
|
$646,440
0.0% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Aug 07, 2025 Q2 2025 |
20,394
shares
|
$641,595
0.34% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Capital Planning LLC
|
Jul 21, 2025 Q2 2025 |
20,338
shares
|
$639,833
0.2% of portfolio
|
Q2 2025
Added 9.61%
|
|
|
Nikulski Financial, Inc.
|
Aug 14, 2025 Q2 2025 |
20,332
shares
|
$639,644
0.17% of portfolio
|
Q2 2025
Added 61.1%
|
|
|
Clearview Wealth Advisors LLC
|
Jul 28, 2025 Q2 2025 |
20,325
shares
|
$639,424
0.44% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Jul 17, 2025 Q2 2025 |
20,315
shares
|
$639,109
0.13% of portfolio
|
Q2 2025
Added 19.09%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
20,254
shares
|
$637,190
0.01% of portfolio
|
Q2 2025
Reduced 4.7%
|
|
|
Jentner Corp
|
Jul 16, 2025 Q2 2025 |
20,182
shares
|
$634,925
0.22% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
20,149
shares
|
$633,887
0.07% of portfolio
|
Q2 2025
Reduced 0.62%
|