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 851 institutions that hold shares in the stock, with a total of 150 Million shares, which have been reported (via 13F filing form) to have a value of $4.53 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cordant, Inc.
Portland, OR |
Jul 14, 2025 Q2 2025 |
8,508
shares
|
$257,196
0.12% of portfolio
|
Q2 2025
Added 2.49%
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
8,506
shares
|
$257,136
0.1% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Thrive Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
8,473
shares
|
$256,138
0.04% of portfolio
|
Q2 2025
Added 8.81%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
May 15, 2025 Q1 2025 |
8,404
shares
|
$254,052
0.19% of portfolio
|
Q1 2025
Reduced 32.62%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
8,397
shares
|
$253,841
0.0% of portfolio
|
Q1 2025
Reduced 15.77%
|
|
|
Ironwood Investment Management LLC
Boston, MA |
May 15, 2025 Q1 2025 |
8,349
shares
|
$252,390
0.13% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
Glaxis Capital Management, LLC
Sarasota, FL |
May 06, 2025 Q1 2025 |
8,342
shares
|
$252,178
0.89% of portfolio
|
Q4 2024
Added 2.85%
|
|
|
Private Capital Management, LLC
Naples, FL |
May 15, 2025 Q1 2025 |
8,326
shares
|
$251,694
0.03% of portfolio
|
Q1 2025
Reduced 2.8%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jul 15, 2025 Q2 2025 |
8,322
shares
|
$251,574
0.2% of portfolio
|
Q2 2025
Reduced 3.48%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
8,266
shares
|
$249,881
0.0% of portfolio
|
Q4 2023
Reduced 18.67%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
8,248
shares
|
$249,337
0.0% of portfolio
|
Q1 2025
Reduced 94.94%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Jul 14, 2025 Q2 2025 |
8,248
shares
|
$249,337
0.12% of portfolio
|
Q2 2025
Reduced 9.84%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
8,243
shares
|
$249,185
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Dbk Financial Counsel, LLC
|
Apr 10, 2025 Q1 2025 |
8,240
shares
|
$249,095
0.23% of portfolio
|
Q1 2025
Reduced 62.1%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
8,230
shares
|
$248,792
0.01% of portfolio
|
Q1 2025
Reduced 12.56%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
8,197
shares
|
$247,795
0.01% of portfolio
|
Q1 2024
Reduced 13.7%
|
|
|
Code Waechter LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
8,173
shares
|
$247,069
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
8,144
shares
|
$246,193
0.0% of portfolio
|
Q1 2025
Added 4.49%
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
8,124
shares
|
$245,588
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Sage Rhino Capital LLC
|
Jul 16, 2025 Q2 2025 |
7,925
shares
|
$239,572
0.05% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Acas, LLC
|
May 02, 2025 Q1 2025 |
7,919
shares
|
$239,391
0.18% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
7,869
shares
|
$237,879
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Sigma Investment Counselors Inc
|
Apr 29, 2025 Q1 2025 |
7,800
shares
|
$235,794
0.01% of portfolio
|
Q1 2025
Reduced 25.27%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
7,779
shares
|
$235,159
0.11% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
7,753
shares
|
$234,373
0.0% of portfolio
|
Q1 2025
New holding
|