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 |
|---|---|---|---|---|---|
|
Klingenstein Fields & CO LP
|
Jul 30, 2025 Q2 2025 |
465,078
shares
|
$14.4 Million
0.56% of portfolio
|
Q2 2025
Reduced 5.18%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
458,562
shares
|
$14.2 Million
3.07% of portfolio
|
Q2 2022
Added 180436.22%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jul 14, 2025 Q2 2025 |
453,615
shares
|
$14.1 Million
2.53% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
439,210
shares
|
$13.6 Million
0.0% of portfolio
|
Q2 2025
Reduced 11.24%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
437,596
shares
|
$13.6 Million
1.17% of portfolio
|
Q2 2025
Added 4.62%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
436,004
shares
|
$13.5 Million
0.07% of portfolio
|
Q2 2023
Reduced 7.06%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
432,000
shares
|
$13.4 Million
0.02% of portfolio
|
Q2 2025
Added 23.98%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
415,568
shares
|
$12.9 Million
2.78% of portfolio
|
Q2 2025
Added 20.34%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jul 08, 2025 Q2 2025 |
409,084
shares
|
$12.7 Million
3.75% of portfolio
|
Q2 2025
Reduced 4.64%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
405,275
shares
|
$12.6 Million
0.16% of portfolio
|
Q2 2023
Reduced 5.91%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
379,446
shares
|
$11.8 Million
0.38% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
372,272
shares
|
$11.5 Million
0.0% of portfolio
|
Q2 2025
Added 146.91%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
348,518
shares
|
$10.8 Million
0.14% of portfolio
|
Q2 2025
Reduced 48.92%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
341,231
shares
|
$10.6 Million
0.17% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
339,932
shares
|
$10.5 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Cabot Wealth Management Inc
|
Jul 31, 2025 Q2 2025 |
339,787
shares
|
$10.5 Million
1.23% of portfolio
|
Q2 2025
Added 33.17%
|
|
|
Hc Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
336,801
shares
|
$10.4 Million
7.62% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jul 22, 2025 Q2 2025 |
336,523
shares
|
$10.4 Million
0.49% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
329,269
shares
|
$10.2 Million
0.39% of portfolio
|
Q2 2025
Added 71480.22%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
324,196
shares
|
$10.1 Million
0.28% of portfolio
|
Q2 2025
Added 1505.01%
|
|
|
North Star Asset Management Inc
|
Aug 12, 2025 Q2 2025 |
321,806
shares
|
$9.98 Million
0.43% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
317,991
shares
|
$9.86 Million
2.75% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
302,081
shares
|
$9.37 Million
4.44% of portfolio
|
Q2 2025
Reduced 6.82%
|
|
|
Seneca Financial Advisors LLC
Rochester, NY |
Aug 27, 2025 Q2 2025 |
299,987
shares
|
$9.31 Million
3.48% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
297,760
shares
|
$9.24 Million
0.0% of portfolio
|
Q2 2025
Added 1462.96%
|