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 |
|---|---|---|---|---|---|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
10,752
shares
|
$338,257
0.08% of portfolio
|
Q3 2020
Added 0.05%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
10,639
shares
|
$334,702
0.01% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Red Door Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
10,617
shares
|
$334,010
0.04% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
10,595
shares
|
$333,318
0.16% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
10,551
shares
|
$331,934
0.1% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
10,447
shares
|
$328,662
0.04% of portfolio
|
Q2 2025
Reduced 48.47%
|
|
|
Sigma Investment Counselors Inc
|
Jul 29, 2025 Q2 2025 |
10,430
shares
|
$328,127
0.02% of portfolio
|
Q2 2025
Added 33.72%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
10,424
shares
|
$327,939
0.01% of portfolio
|
Q2 2025
Reduced 3.51%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
10,331
shares
|
$325,013
0.11% of portfolio
|
Q2 2025
Added 5.52%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
10,310
shares
|
$324,352
0.06% of portfolio
|
Q3 2022
Added 0.36%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
10,250
shares
|
$322,465
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
Aug 07, 2025 Q2 2025 |
10,236
shares
|
$322,024
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
10,232
shares
|
$321,898
0.21% of portfolio
|
Q2 2022
New holding
|
|
|
Twele Capital Management, Inc.
|
Jul 07, 2025 Q2 2025 |
10,140
shares
|
$319,004
0.06% of portfolio
|
Q2 2025
Added 2.77%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
10,073
shares
|
$316,896
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
10,073
shares
|
$316,896
0.01% of portfolio
|
Q2 2025
Reduced 5.79%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
10,011
shares
|
$314,946
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
10,010
shares
|
$314,914
0.02% of portfolio
|
Q2 2025
Reduced 40.5%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
9,972
shares
|
$313,719
0.1% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
9,864
shares
|
$310,321
0.01% of portfolio
|
Q3 2023
Reduced 3.37%
|
|
|
Schaeffer Financial LLC
|
Jul 18, 2025 Q2 2025 |
9,832
shares
|
$309,314
0.29% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
9,818
shares
|
$308,874
0.01% of portfolio
|
Q2 2025
Reduced 9.83%
|
|
|
Peterson Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
9,795
shares
|
$308,150
0.06% of portfolio
|
Q2 2025
Added 3.72%
|
|
|
Riversedge Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
9,775
shares
|
$307,521
0.06% of portfolio
|
Q2 2025
Reduced 13.09%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
9,720
shares
|
$305,791
0.01% of portfolio
|
Q2 2025
Added 26.73%
|