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 |
|---|---|---|---|---|---|
|
Headlands Technologies LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,436
shares
|
$48,249
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Tompkins Financial Corp
|
Oct 08, 2025 Q3 2025 |
1,358
shares
|
$45,628
0.0% of portfolio
|
Q1 2025
Reduced 25.06%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jul 24, 2025 Q2 2025 |
1,330
shares
|
$44,688
0.02% of portfolio
|
Q2 2025
Added 5945.45%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
1,307
shares
|
$43,915
0.0% of portfolio
|
Q2 2025
Reduced 4.25%
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
1,307
shares
|
$43,915
0.01% of portfolio
|
Q3 2023
Reduced 23.79%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Aug 07, 2025 Q2 2025 |
1,249
shares
|
$41,966
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Aug 08, 2025 Q2 2025 |
1,189
shares
|
$39,950
0.02% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
1,138
shares
|
$38,236
0.01% of portfolio
|
Q1 2025
Reduced 64.12%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
1,121
shares
|
$37,665
0.01% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
1,100
shares
|
$36,960
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
1,091
shares
|
$36,657
0.0% of portfolio
|
Q2 2025
Reduced 54.2%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
1,070
shares
|
$35,952
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
927
shares
|
$31,147
0.02% of portfolio
|
Q2 2025
Added 1395.16%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
923
shares
|
$31,012
0.0% of portfolio
|
Q3 2025
Reduced 23.72%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
892
shares
|
$29,971
0.0% of portfolio
|
Q1 2021
Added 12.63%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
860
shares
|
$28,896
0.01% of portfolio
|
Q2 2025
Reduced 64.83%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
835
shares
|
$28,056
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
802
shares
|
$26,947
0.01% of portfolio
|
Q1 2025
Reduced 35.89%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
772
shares
|
$25,939
0.01% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
761
shares
|
$25,569
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
739
shares
|
$24,830
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
733
shares
|
$24,628
0.02% of portfolio
|
Q4 2023
Added 3.39%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
727
shares
|
$24,427
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
721
shares
|
$24,225
0.01% of portfolio
|
Q1 2025
Reduced 76.67%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
704
shares
|
$23,654
0.0% of portfolio
|
Q2 2025
Added 1802.7%
|