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 |
|---|---|---|---|---|---|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Jul 23, 2025 Q2 2025 |
17,196
shares
|
$540,986
0.4% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Victrix Investment Advisors
Stuart, FL |
Jul 18, 2025 Q2 2025 |
17,074
shares
|
$537,148
0.23% of portfolio
|
Q2 2025
Reduced 3.6%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
16,999
shares
|
$534,788
0.02% of portfolio
|
Q2 2025
Added 169.1%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Aug 14, 2025 Q2 2025 |
16,705
shares
|
$525,539
0.29% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
16,681
shares
|
$524,784
0.0% of portfolio
|
Q2 2025
Reduced 67.27%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
16,681
shares
|
$524,784
0.14% of portfolio
|
Q2 2025
Reduced 8.98%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
16,665
shares
|
$524,280
0.09% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Jul 31, 2025 Q2 2025 |
16,665
shares
|
$524,280
0.1% of portfolio
|
Q2 2025
Reduced 4.42%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
16,585
shares
|
$521,764
0.12% of portfolio
|
Q4 2024
Reduced 9.8%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
16,556
shares
|
$520,851
0.03% of portfolio
|
Q2 2025
Reduced 36.81%
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
16,512
shares
|
$519,467
0.03% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
16,227
shares
|
$510,501
0.39% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Sterling Financial Planning, Inc.
|
Jul 28, 2025 Q2 2025 |
16,208
shares
|
$509,903
0.17% of portfolio
|
Q2 2025
Reduced 10.07%
|
|
|
Aspiring Ventures, LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
16,202
shares
|
$509,714
0.22% of portfolio
|
Q1 2025
Reduced 29.74%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
16,146
shares
|
$507,953
0.11% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
16,095
shares
|
$506,348
0.34% of portfolio
|
Q1 2025
Reduced 10.06%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
16,037
shares
|
$504,524
0.0% of portfolio
|
Q2 2025
Added 2.81%
|
|
|
Modus Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
15,971
shares
|
$502,447
0.15% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Motive Wealth Advisors
|
Jul 15, 2025 Q2 2025 |
15,945
shares
|
$501,629
0.22% of portfolio
|
Q1 2024
Added 16.86%
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
15,869
shares
|
$499,238
0.05% of portfolio
|
Q2 2025
Reduced 4.4%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
15,827
shares
|
$497,917
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Worth Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
15,794
shares
|
$496,879
0.26% of portfolio
|
Q2 2025
Added 22.62%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Aug 14, 2025 Q2 2025 |
15,752
shares
|
$495,557
0.15% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
15,617
shares
|
$491,310
0.05% of portfolio
|
Q2 2025
Reduced 20.6%
|
|
|
Blue Barn Wealth, LLC
|
Aug 05, 2025 Q2 2025 |
15,603
shares
|
$490,870
0.22% of portfolio
|
Q2 2025
Reduced 10.25%
|