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 872 institutions that hold shares in the stock, with a total of 151 Million shares, which have been reported (via 13F filing form) to have a value of $5.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
12,258
shares
|
$411,868
0.04% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
12,234
shares
|
$411,062
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Oct 06, 2025 Q3 2025 |
12,231
shares
|
$410,961
0.22% of portfolio
|
Q3 2025
Added 4.9%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
12,164
shares
|
$408,710
0.01% of portfolio
|
Q2 2025
Reduced 22.24%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Jul 24, 2025 Q2 2025 |
12,133
shares
|
$407,668
0.28% of portfolio
|
Q2 2025
Reduced 3.73%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
12,061
shares
|
$405,249
0.07% of portfolio
|
Q2 2024
Added 33.11%
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
11,966
shares
|
$402,057
0.03% of portfolio
|
Q2 2025
Added 16.84%
|
|
|
Tru Independence Asset Management 2, LLC
|
Jul 16, 2025 Q2 2025 |
11,910
shares
|
$400,176
0.28% of portfolio
|
Q2 2025
Reduced 14.42%
|
|
|
Warwick Investment Management, Inc.
|
Jul 21, 2025 Q2 2025 |
11,848
shares
|
$398,092
0.07% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
11,844
shares
|
$397,958
0.11% of portfolio
|
Q4 2023
Reduced 2.06%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
11,812
shares
|
$396,883
0.01% of portfolio
|
Q4 2022
Reduced 1.2%
|
|
|
Paragon Private Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
11,806
shares
|
$396,681
0.15% of portfolio
|
Q2 2025
Added 27.58%
|
|
|
Planned Solutions, Inc.
|
Jul 29, 2025 Q2 2025 |
11,760
shares
|
$395,136
0.15% of portfolio
|
Q2 2025
Reduced 5.24%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Aug 14, 2025 Q2 2025 |
11,640
shares
|
$391,104
0.23% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
11,524
shares
|
$387,206
0.05% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
11,490
shares
|
$386,064
0.07% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 15, 2025 Q3 2025 |
11,098
shares
|
$372,892
0.05% of portfolio
|
Q3 2025
Reduced 2.62%
|
|
|
Snider Financial Group
Bellevue, WA |
Aug 05, 2025 Q2 2025 |
11,036
shares
|
$370,809
0.1% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Gilbert & Cook, Inc.
|
Aug 05, 2025 Q2 2025 |
11,030
shares
|
$370,608
0.05% of portfolio
|
Q2 2025
Reduced 3.05%
|
|
|
Vishria Bird Financial Group, LLC
|
Jul 07, 2025 Q2 2025 |
11,007
shares
|
$369,835
0.12% of portfolio
|
Q4 2024
Reduced 11.07%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
10,985
shares
|
$369,096
0.01% of portfolio
|
Q2 2025
Reduced 34.71%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
10,970
shares
|
$368,592
0.01% of portfolio
|
Q3 2025
Added 11.73%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
10,913
shares
|
$366,676
0.04% of portfolio
|
Q2 2025
Reduced 12.17%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
10,790
shares
|
$362,544
0.0% of portfolio
|
Q2 2025
Added 30.82%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
10,786
shares
|
$362,409
0.01% of portfolio
|
Q3 2025
Added 5.23%
|