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 |
|---|---|---|---|---|---|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
10,752
shares
|
$361,267
0.08% of portfolio
|
Q3 2020
Added 0.05%
|
|
|
Elite Life Management LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
10,681
shares
|
$358,881
0.73% of portfolio
|
Q3 2025
Added 19.65%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
10,639
shares
|
$357,470
0.01% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
10,595
shares
|
$355,992
0.16% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
10,551
shares
|
$354,513
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
|
$351,019
0.04% of portfolio
|
Q2 2025
Reduced 48.47%
|
|
|
Sigma Investment Counselors Inc
|
Jul 29, 2025 Q2 2025 |
10,430
shares
|
$350,448
0.02% of portfolio
|
Q2 2025
Added 33.72%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
10,424
shares
|
$350,246
0.01% of portfolio
|
Q2 2025
Reduced 3.51%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
10,331
shares
|
$347,121
0.11% of portfolio
|
Q2 2025
Added 5.52%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
10,310
shares
|
$346,416
0.06% of portfolio
|
Q3 2022
Added 0.36%
|
|
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
Aug 07, 2025 Q2 2025 |
10,236
shares
|
$343,929
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
10,232
shares
|
$343,795
0.21% of portfolio
|
Q2 2022
New holding
|
|
|
Twele Capital Management, Inc.
|
Oct 15, 2025 Q3 2025 |
10,140
shares
|
$340,704
0.06% of portfolio
|
Q2 2025
Added 2.77%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
10,073
shares
|
$338,452
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
10,073
shares
|
$338,452
0.01% of portfolio
|
Q2 2025
Reduced 5.79%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
10,011
shares
|
$336,369
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
10,010
shares
|
$336,336
0.02% of portfolio
|
Q2 2025
Reduced 40.5%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
9,972
shares
|
$335,059
0.1% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
9,864
shares
|
$331,430
0.01% of portfolio
|
Q3 2023
Reduced 3.37%
|
|
|
Schaeffer Financial LLC
|
Jul 18, 2025 Q2 2025 |
9,832
shares
|
$330,355
0.29% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Peterson Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
9,824
shares
|
$330,086
0.06% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
9,720
shares
|
$326,592
0.01% of portfolio
|
Q2 2025
Added 26.73%
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
9,655
shares
|
$324,408
0.02% of portfolio
|
Q2 2025
Reduced 6.6%
|
|
|
Global Strategic Investment Solutions, LLC
|
Jul 22, 2025 Q2 2025 |
9,644
shares
|
$324,038
0.03% of portfolio
|
Q2 2025
Reduced 55.04%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
May 07, 2025 Q1 2025 |
9,636
shares
|
$323,769
0.07% of portfolio
|
Q1 2025
New holding
|