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 |
|---|---|---|---|---|---|
|
Fiducient Advisors LLC
|
Aug 12, 2025 Q2 2025 |
20,138
shares
|
$633,541
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Advisors Inc
|
Jul 22, 2025 Q2 2025 |
20,068
shares
|
$631,339
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
19,939
shares
|
$627,280
0.11% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Abacus Planning Group, Inc.
|
Jul 21, 2025 Q2 2025 |
19,846
shares
|
$624,355
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Reston Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
19,816
shares
|
$623,411
0.21% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Avant Financial Advisors LLC
Austin, TX |
Aug 04, 2025 Q2 2025 |
19,634
shares
|
$617,685
0.49% of portfolio
|
Q1 2025
Added 3.67%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
19,515
shares
|
$613,941
0.05% of portfolio
|
Q2 2025
Reduced 10.79%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
19,264
shares
|
$606,045
0.14% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Evensky & Katz LLC
|
Jul 22, 2025 Q2 2025 |
19,035
shares
|
$598,841
0.04% of portfolio
|
Q2 2025
Reduced 3.49%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jul 17, 2025 Q2 2025 |
18,857
shares
|
$593,241
0.03% of portfolio
|
Q2 2025
Added 49.49%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
18,707
shares
|
$588,522
0.02% of portfolio
|
Q2 2025
Added 44.9%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jul 08, 2025 Q2 2025 |
18,526
shares
|
$582,827
0.29% of portfolio
|
Q1 2025
Reduced 7.11%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
18,436
shares
|
$579,996
0.04% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
18,399
shares
|
$578,832
0.0% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
18,297
shares
|
$575,623
0.17% of portfolio
|
Q2 2025
Reduced 3.66%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
18,174
shares
|
$571,754
0.02% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
18,092
shares
|
$569,174
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
17,961
shares
|
$565,053
0.28% of portfolio
|
Q3 2024
Added 9.05%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
May 14, 2025 Q1 2025 |
17,828
shares
|
$560,868
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
17,828
shares
|
$560,868
0.01% of portfolio
|
Q2 2025
Added 16.37%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
17,762
shares
|
$558,792
0.21% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
17,699
shares
|
$556,810
0.01% of portfolio
|
Q2 2025
Added 7.52%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
17,427
shares
|
$548,253
0.05% of portfolio
|
Q3 2022
Added 44.77%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
17,297
shares
|
$544,163
0.01% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Act Wealth Management, LLC
|
Jul 08, 2025 Q2 2025 |
17,292
shares
|
$544,006
0.22% of portfolio
|
Q2 2025
Reduced 3.63%
|