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 |
|---|---|---|---|---|---|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
14,231
shares
|
$447,707
0.03% of portfolio
|
Q2 2025
Added 4.51%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
14,150
shares
|
$445,159
0.08% of portfolio
|
Q1 2023
Added 1.8%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
14,066
shares
|
$442,516
0.03% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Oldfather Financial Services, LLC
|
Jul 10, 2025 Q2 2025 |
13,954
shares
|
$438,992
0.14% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Summit Financial Strategies, Inc.
|
Jul 17, 2025 Q2 2025 |
13,860
shares
|
$436,035
0.04% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
13,739
shares
|
$432,228
0.06% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
13,378
shares
|
$420,871
0.01% of portfolio
|
Q2 2025
Reduced 14.78%
|
|
|
Sws Partners
|
Jul 17, 2025 Q2 2025 |
13,364
shares
|
$420,431
0.11% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Jul 29, 2025 Q2 2025 |
13,228
shares
|
$416,152
0.55% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Geometric Wealth Advisors
|
Aug 06, 2025 Q2 2025 |
13,148
shares
|
$413,636
0.06% of portfolio
|
Q2 2025
Reduced 12.27%
|
|
|
Marshall Wace, LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
13,050
shares
|
$410,553
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
13,001
shares
|
$409,011
0.03% of portfolio
|
Q2 2025
Added 2.73%
|
|
|
Apeiron Ria LLC
|
Aug 07, 2025 Q2 2025 |
12,982
shares
|
$408,413
0.11% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
12,949
shares
|
$407,375
0.09% of portfolio
|
Q2 2025
Added 27.68%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
12,933
shares
|
$406,872
0.01% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
12,879
shares
|
$405,173
0.0% of portfolio
|
Q2 2025
Reduced 96.55%
|
|
|
Sunesis Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
12,698
shares
|
$399,479
0.2% of portfolio
|
Q1 2024
Reduced 76.69%
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
12,655
shares
|
$398,126
0.1% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
12,526
shares
|
$394,067
0.0% of portfolio
|
Q2 2025
Reduced 17.89%
|
|
|
Bensler, LLC
Bellevue, WA |
Aug 06, 2025 Q2 2025 |
12,428
shares
|
$390,984
0.04% of portfolio
|
Q2 2025
Reduced 34.43%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
12,424
shares
|
$390,859
0.02% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
12,297
shares
|
$386,863
0.01% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
12,273
shares
|
$386,108
0.2% of portfolio
|
Q1 2023
Reduced 0.16%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
12,258
shares
|
$385,636
0.04% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
12,234
shares
|
$384,881
0.02% of portfolio
|
Q1 2025
New holding
|