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 |
|---|---|---|---|---|---|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
15,601
shares
|
$490,807
0.06% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
15,489
shares
|
$487,283
0.03% of portfolio
|
Q2 2025
Added 44.12%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
15,370
shares
|
$483,540
0.06% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Aug 07, 2025 Q2 2025 |
15,237
shares
|
$479,356
0.12% of portfolio
|
Q2 2025
Reduced 79.84%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
15,234
shares
|
$479,261
0.14% of portfolio
|
Q1 2025
Reduced 6.3%
|
|
|
Horan Wealth, LLC
Cincinnati, OH |
Aug 06, 2025 Q2 2025 |
15,137
shares
|
$476,210
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
15,056
shares
|
$473,661
0.0% of portfolio
|
Q2 2025
Reduced 10.77%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
15,013
shares
|
$472,308
0.02% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
14,873
shares
|
$467,904
0.14% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
14,844
shares
|
$466,992
0.01% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Jul 24, 2025 Q2 2025 |
14,806
shares
|
$465,796
0.22% of portfolio
|
Q2 2025
Added 62.26%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 07, 2025 Q1 2025 |
14,728
shares
|
$463,342
0.14% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
14,726
shares
|
$463,279
0.05% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Continental Investors Services, Inc.
Longview, WA |
Aug 04, 2025 Q2 2025 |
14,709
shares
|
$462,745
0.85% of portfolio
|
Q2 2025
Added 9.43%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
14,651
shares
|
$460,920
0.0% of portfolio
|
Q2 2025
Added 47.04%
|
|
|
Econ Financial Services Corp
|
Aug 04, 2025 Q2 2025 |
14,644
shares
|
$460,700
0.24% of portfolio
|
Q2 2025
Reduced 3.26%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Jul 28, 2025 Q2 2025 |
14,580
shares
|
$458,686
0.49% of portfolio
|
Q2 2025
Added 7.36%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
14,569
shares
|
$458,340
0.0% of portfolio
|
Q1 2025
Added 31.28%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
14,559
shares
|
$458,026
0.05% of portfolio
|
Q2 2025
Reduced 17.67%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Jul 28, 2025 Q2 2025 |
14,556
shares
|
$457,931
0.18% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Cornerstone Wealth Group, LLC
|
Jul 28, 2025 Q2 2025 |
14,550
shares
|
$457,743
0.03% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
14,515
shares
|
$456,641
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Simpli Fi, Inc.
|
Jul 18, 2025 Q2 2025 |
14,433
shares
|
$454,062
0.24% of portfolio
|
Q2 2025
Added 5.85%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
14,342
shares
|
$451,199
0.08% of portfolio
|
Q2 2025
Added 39.35%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
14,292
shares
|
$449,626
0.02% of portfolio
|
Q2 2025
Reduced 27.04%
|