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 |
|---|---|---|---|---|---|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
1,210
shares
|
$38,054
0.0% of portfolio
|
Q2 2025
Added 10.7%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Aug 08, 2025 Q2 2025 |
1,189
shares
|
$37,394
0.02% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
1,138
shares
|
$35,790
0.01% of portfolio
|
Q1 2025
Reduced 64.12%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
1,121
shares
|
$35,255
0.01% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
1,100
shares
|
$34,595
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
1,091
shares
|
$34,311
0.0% of portfolio
|
Q2 2025
Reduced 54.2%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
1,070
shares
|
$33,651
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
927
shares
|
$29,154
0.02% of portfolio
|
Q2 2025
Added 1395.16%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
892
shares
|
$28,053
0.0% of portfolio
|
Q1 2021
Added 12.63%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
860
shares
|
$27,047
0.01% of portfolio
|
Q2 2025
Reduced 64.83%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
835
shares
|
$26,260
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
802
shares
|
$25,222
0.01% of portfolio
|
Q1 2025
Reduced 35.89%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
777
shares
|
$24,436
0.0% of portfolio
|
Q1 2025
Reduced 54.88%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
772
shares
|
$24,279
0.01% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
761
shares
|
$23,933
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
733
shares
|
$23,052
0.02% of portfolio
|
Q4 2023
Added 3.39%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
727
shares
|
$22,864
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
721
shares
|
$22,675
0.01% of portfolio
|
Q1 2025
Reduced 76.67%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
704
shares
|
$22,140
0.0% of portfolio
|
Q2 2025
Added 1802.7%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
648
shares
|
$20,379
0.01% of portfolio
|
Q4 2024
Reduced 27.92%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
646
shares
|
$20,316
0.0% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
628
shares
|
$19,750
0.0% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
618
shares
|
$19,436
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
613
shares
|
$19,278
0.01% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Jul 30, 2025 Q2 2025 |
611
shares
|
$19,215
0.0% of portfolio
|
Q4 2024
Added 0.49%
|