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 |
|---|---|---|---|---|---|
|
Ballast, Inc.
|
Jul 29, 2025 Q2 2025 |
8,734
shares
|
$274,771
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
8,712
shares
|
$274,079
0.01% of portfolio
|
Q2 2025
Reduced 3.73%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
8,650
shares
|
$272,129
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Jul 31, 2025 Q2 2025 |
8,634
shares
|
$271,625
0.15% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
8,575
shares
|
$269,769
0.0% of portfolio
|
Q2 2025
Added 10.6%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
8,548
shares
|
$268,920
0.0% of portfolio
|
Q2 2025
Reduced 8.65%
|
|
|
Cordant, Inc.
Portland, OR |
Jul 14, 2025 Q2 2025 |
8,508
shares
|
$267,661
0.12% of portfolio
|
Q2 2025
Added 2.49%
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
8,482
shares
|
$266,843
0.01% of portfolio
|
Q2 2025
Reduced 9.56%
|
|
|
Thrive Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
8,473
shares
|
$266,560
0.04% of portfolio
|
Q2 2025
Added 8.81%
|
|
|
Morris Financial Concepts, Inc.
|
Jul 28, 2025 Q2 2025 |
8,430
shares
|
$265,207
0.1% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
8,398
shares
|
$264,201
0.0% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Glaxis Capital Management, LLC
Sarasota, FL |
Aug 08, 2025 Q2 2025 |
8,351
shares
|
$262,722
0.37% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Private Capital Management, LLC
Naples, FL |
Aug 14, 2025 Q2 2025 |
8,332
shares
|
$262,124
0.03% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jul 15, 2025 Q2 2025 |
8,322
shares
|
$261,810
0.2% of portfolio
|
Q2 2025
Reduced 3.48%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
8,266
shares
|
$260,048
0.0% of portfolio
|
Q4 2023
Reduced 18.67%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Jul 14, 2025 Q2 2025 |
8,248
shares
|
$259,482
0.12% of portfolio
|
Q2 2025
Reduced 9.84%
|
|
|
Dbk Financial Counsel, LLC
|
Jul 22, 2025 Q2 2025 |
8,240
shares
|
$259,230
0.23% of portfolio
|
Q1 2025
Reduced 62.1%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
8,230
shares
|
$258,915
0.01% of portfolio
|
Q1 2025
Reduced 12.56%
|
|
|
Ironwood Investment Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
8,200
shares
|
$257,972
0.13% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
8,197
shares
|
$257,877
0.01% of portfolio
|
Q1 2024
Reduced 13.7%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
8,136
shares
|
$255,958
0.0% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Aug 13, 2025 Q2 2025 |
8,100
shares
|
$254,826
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
David Wealth Management LLC
Fairfax, VA |
Jul 22, 2025 Q2 2025 |
7,992
shares
|
$251,428
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Sage Rhino Capital LLC
|
Jul 16, 2025 Q2 2025 |
7,925
shares
|
$249,320
0.05% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Acas, LLC
|
Aug 14, 2025 Q2 2025 |
7,919
shares
|
$249,131
0.19% of portfolio
|
Q4 2024
Reduced 0.63%
|