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 $4.75 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jackson Hole Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
4,000
shares
|
$125,800
0.02% of portfolio
|
Q2 2020
Reduced 71.43%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
3,977
shares
|
$125,076
0.02% of portfolio
|
Q2 2025
Added 7.69%
|
|
|
Clear Investment Research, LLC
|
Aug 04, 2025 Q2 2025 |
3,878
shares
|
$121,963
0.15% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
3,676
shares
|
$115,610
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
3,500
shares
|
$110,075
0.02% of portfolio
|
Q2 2025
Reduced 18.6%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
3,495
shares
|
$109,917
0.0% of portfolio
|
Q2 2025
Added 336.88%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
3,467
shares
|
$109,037
0.01% of portfolio
|
Q1 2025
Added 20.55%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
3,349
shares
|
$105,326
0.04% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
3,263
shares
|
$102,621
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
3,167
shares
|
$99,602
0.01% of portfolio
|
Q3 2023
Reduced 49.88%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Aug 08, 2025 Q2 2025 |
3,157
shares
|
$99,287
0.07% of portfolio
|
Q4 2024
Added 6.37%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
3,146
shares
|
$98,941
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
3,074
shares
|
$96,677
0.05% of portfolio
|
Q3 2022
Added 5.31%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Jul 21, 2025 Q2 2025 |
3,071
shares
|
$96,582
0.08% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
3,039
shares
|
$95,576
0.02% of portfolio
|
Q4 2022
Added 0.5%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,991
shares
|
$94,066
0.01% of portfolio
|
Q2 2023
Reduced 0.57%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
2,925
shares
|
$91,991
0.0% of portfolio
|
Q2 2025
Added 105.41%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Aug 04, 2025 Q2 2025 |
2,905
shares
|
$91,362
0.08% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
2,807
shares
|
$88,280
0.05% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
2,665
shares
|
$83,814
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
2,644
shares
|
$83,153
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
2,498
shares
|
$78,562
0.01% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Lom Asset Management LTD
Hamilton, |
Aug 07, 2025 Q2 2025 |
2,410
shares
|
$75,794
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
2,395
shares
|
$75,322
0.02% of portfolio
|
Q1 2023
Added 32.69%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Aug 06, 2025 Q2 2025 |
2,371
shares
|
$74,567
0.04% of portfolio
|
Q4 2024
New holding
|