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 896 institutions that hold shares in the stock, with a total of 156 Million shares, which have been reported (via 13F filing form) to have a value of $5.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
17,961
shares
|
$607,261
0.28% of portfolio
|
Q3 2024
Added 9.05%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Jan 13, 2026 Q4 2025 |
17,828
shares
|
$602,764
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
17,824
shares
|
$602,629
0.42% of portfolio
|
Q3 2025
Added 9.84%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
17,762
shares
|
$600,533
0.22% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
17,599
shares
|
$595,022
0.01% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Abacus Planning Group, Inc.
|
Jan 16, 2026 Q4 2025 |
17,480
shares
|
$590,998
0.09% of portfolio
|
Q4 2025
Reduced 11.45%
|
|
|
Worth Asset Management, LLC
|
Jan 14, 2026 Q4 2025 |
17,472
shares
|
$590,728
0.28% of portfolio
|
Q4 2025
Added 0.56%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Oct 24, 2025 Q3 2025 |
17,467
shares
|
$590,559
0.03% of portfolio
|
Q3 2025
Added 5.5%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
17,427
shares
|
$589,206
0.05% of portfolio
|
Q3 2022
Added 44.77%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
17,403
shares
|
$588,395
0.02% of portfolio
|
Q3 2025
Reduced 4.24%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
17,331
shares
|
$585,961
0.01% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
17,232
shares
|
$582,613
0.04% of portfolio
|
Q3 2025
Reduced 6.53%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
17,203
shares
|
$581,633
0.0% of portfolio
|
Q3 2025
Added 100.62%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 14, 2025 Q3 2025 |
17,196
shares
|
$581,396
0.4% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
17,069
shares
|
$577,102
0.09% of portfolio
|
Q3 2025
Added 2.42%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
17,000
shares
|
$574,770
0.12% of portfolio
|
Q3 2025
Added 5.29%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
16,921
shares
|
$572,099
0.01% of portfolio
|
Q3 2025
Reduced 48.32%
|
|
|
Modus Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
16,769
shares
|
$566,959
0.16% of portfolio
|
Q3 2025
Added 5.0%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Oct 23, 2025 Q3 2025 |
16,705
shares
|
$564,796
0.3% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
16,585
shares
|
$560,738
0.12% of portfolio
|
Q4 2024
Reduced 9.8%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
16,572
shares
|
$560,299
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2026 Q4 2025 |
16,512
shares
|
$558,270
0.03% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
16,494
shares
|
$557,662
0.01% of portfolio
|
Q3 2025
Reduced 6.81%
|
|
|
Act Wealth Management, LLC
|
Jan 15, 2026 Q4 2025 |
16,458
shares
|
$556,444
0.18% of portfolio
|
Q4 2025
Reduced 4.82%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 10, 2025 Q3 2025 |
16,158
shares
|
$546,301
0.13% of portfolio
|
Q3 2025
Added 6.04%
|
|