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 |
|---|---|---|---|---|---|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Oct 07, 2025 Q3 2025 |
6,860
shares
|
$230,496
0.18% of portfolio
|
Q3 2025
Reduced 8.64%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
6,829
shares
|
$229,454
0.04% of portfolio
|
Q2 2024
Added 4.35%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
6,795
shares
|
$228,312
0.01% of portfolio
|
Q2 2025
Reduced 5.56%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Aug 13, 2025 Q2 2025 |
6,754
shares
|
$226,934
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
6,665
shares
|
$223,944
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
6,641
shares
|
$223,137
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 14, 2025 Q3 2025 |
6,609
shares
|
$222,062
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
6,604
shares
|
$221,894
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
6,543
shares
|
$219,844
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Successful Portfolios LLC
|
Oct 15, 2025 Q3 2025 |
6,494
shares
|
$218,198
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Ahl Investment Management, Inc.
|
Oct 02, 2025 Q3 2025 |
6,439
shares
|
$216,350
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
6,395
shares
|
$214,872
0.0% of portfolio
|
Q2 2025
Reduced 8.55%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 08, 2025 Q3 2025 |
6,390
shares
|
$214,704
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
6,225
shares
|
$209,160
0.03% of portfolio
|
Q3 2025
Reduced 11.16%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
6,090
shares
|
$204,624
0.01% of portfolio
|
Q2 2023
Added 0.16%
|
|
|
Proffitt & Goodson Inc
|
Jul 23, 2025 Q2 2025 |
6,079
shares
|
$204,254
0.03% of portfolio
|
Q1 2025
Added 59.6%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
5,447
shares
|
$183,019
0.01% of portfolio
|
Q2 2025
Reduced 19.29%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
5,391
shares
|
$181,137
0.12% of portfolio
|
Q2 2025
Reduced 29.24%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
5,163
shares
|
$173,476
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Birchbrook, Inc.
Bangor, ME |
Aug 11, 2025 Q2 2025 |
4,966
shares
|
$166,857
0.08% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Evolution Advisers, Inc.
|
Jul 24, 2025 Q2 2025 |
4,957
shares
|
$166,555
0.07% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
4,937
shares
|
$165,883
0.02% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Aug 15, 2025 Q2 2025 |
4,702
shares
|
$157,987
0.12% of portfolio
|
Q2 2025
Reduced 4.08%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
4,607
shares
|
$154,795
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
4,456
shares
|
$149,721
0.01% of portfolio
|
Q2 2024
Added 2.65%
|