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 |
|---|---|---|---|---|---|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
2,665
shares
|
$89,544
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
2,644
shares
|
$88,838
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
2,498
shares
|
$83,932
0.01% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Lom Asset Management LTD
Hamilton, |
Aug 07, 2025 Q2 2025 |
2,410
shares
|
$80,976
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
2,395
shares
|
$80,472
0.02% of portfolio
|
Q1 2023
Added 32.69%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Aug 06, 2025 Q2 2025 |
2,371
shares
|
$79,665
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
2,207
shares
|
$74,155
0.04% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
2,148
shares
|
$72,172
0.01% of portfolio
|
Q2 2025
Reduced 23.09%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
2,081
shares
|
$69,921
0.02% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
2,061
shares
|
$69,249
0.0% of portfolio
|
Q3 2024
Reduced 8.85%
|
|
|
Game Plan Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
2,055
shares
|
$69,048
0.03% of portfolio
|
Q2 2025
Added 24.17%
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
2,049
shares
|
$68,846
0.04% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 01, 2025 Q2 2025 |
2,029
shares
|
$68,174
0.03% of portfolio
|
Q4 2024
Reduced 10.14%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
2,002
shares
|
$67,267
0.02% of portfolio
|
Q2 2025
Reduced 70.58%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
1,978
shares
|
$66,460
0.0% of portfolio
|
Q3 2023
Reduced 0.75%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
1,974
shares
|
$66,326
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
1,778
shares
|
$59,740
0.0% of portfolio
|
Q2 2025
Added 183.12%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
1,662
shares
|
$55,843
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Godsey & Gibb Associates
|
Jul 23, 2025 Q2 2025 |
1,659
shares
|
$55,742
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
1,654
shares
|
$55,574
0.03% of portfolio
|
Q3 2024
Reduced 17.67%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
1,626
shares
|
$54,633
0.0% of portfolio
|
Q3 2025
Added 109.27%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
1,614
shares
|
$54,230
0.0% of portfolio
|
Q2 2025
Reduced 23.83%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
1,558
shares
|
$52,348
0.0% of portfolio
|
Q1 2024
Reduced 7.37%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,542
shares
|
$51,811
0.0% of portfolio
|
Q2 2020
Added 3.76%
|
|
|
Gs Investments, Inc.
|
Aug 07, 2025 Q2 2025 |
1,490
shares
|
$50,064
0.02% of portfolio
|
Q4 2024
Added 62.84%
|