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 $4.75 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jmg Financial Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
1,058,272
shares
|
$33.3 Million
1.01% of portfolio
|
Q2 2025
Added 13.97%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Jul 21, 2025 Q2 2025 |
1,045,319
shares
|
$32.9 Million
5.92% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
1,018,940
shares
|
$32 Million
1.71% of portfolio
|
Q2 2025
Reduced 7.06%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Aug 07, 2025 Q2 2025 |
918,885
shares
|
$28.9 Million
1.07% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
838,237
shares
|
$26.4 Million
0.05% of portfolio
|
Q2 2025
Reduced 4.08%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
832,357
shares
|
$26.2 Million
0.0% of portfolio
|
Q1 2025
Added 63.5%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
777,501
shares
|
$24.5 Million
0.04% of portfolio
|
Q2 2025
Added 3.58%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
749,377
shares
|
$23.6 Million
0.25% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
741,555
shares
|
$23.3 Million
0.35% of portfolio
|
Q2 2024
Reduced 4.28%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
732,846
shares
|
$23 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
709,215
shares
|
$22.3 Million
0.33% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
704,543
shares
|
$22.2 Million
0.29% of portfolio
|
Q2 2025
Added 4.68%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
701,798
shares
|
$22.1 Million
0.12% of portfolio
|
Q4 2024
Added 3.25%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
687,642
shares
|
$21.6 Million
0.0% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
670,426
shares
|
$21.1 Million
3.57% of portfolio
|
Q2 2023
Added 1.27%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
662,657
shares
|
$20.8 Million
0.46% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Radnor Financial Advisors, LLC
Wayne, PA |
Nov 14, 2022 Q3 2022 |
658,831
shares
|
$20.7 Million
5.19% of portfolio
|
Q3 2022
Added 1.1%
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
610,498
shares
|
$19.2 Million
1.41% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Aug 06, 2025 Q2 2025 |
583,127
shares
|
$18.3 Million
4.93% of portfolio
|
Q2 2025
Added 4.88%
|
|
|
Towercrest Capital Management
Newtown, PA |
Aug 05, 2025 Q2 2025 |
521,628
shares
|
$16.4 Million
2.81% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Aug 07, 2025 Q2 2025 |
521,628
shares
|
$16.4 Million
4.0% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
500,412
shares
|
$15.7 Million
0.63% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Jul 23, 2025 Q2 2025 |
494,578
shares
|
$15.6 Million
5.05% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
488,200
shares
|
$15.4 Million
0.17% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
479,628
shares
|
$15.1 Million
0.03% of portfolio
|
Q2 2025
Reduced 11.77%
|