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 |
|---|---|---|---|---|---|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
592
shares
|
$18,618
0.0% of portfolio
|
Q4 2024
Reduced 25.25%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
572
shares
|
$17,989
0.01% of portfolio
|
Q2 2025
Added 1230.23%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
571
shares
|
$17,957
0.0% of portfolio
|
Q2 2025
Reduced 20.36%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
539
shares
|
$16,951
0.0% of portfolio
|
Q2 2025
Added 1318.42%
|
|
|
Cheviot Value Management, LLC
|
Aug 13, 2025 Q2 2025 |
539
shares
|
$16,951
0.0% of portfolio
|
Q2 2025
Added 3.45%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
521
shares
|
$16,385
0.01% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Gables Capital Management Inc.
|
Jul 30, 2025 Q2 2025 |
500
shares
|
$15,725
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jul 10, 2025 Q2 2025 |
488
shares
|
$15,347
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fairway Wealth LLC
Independence, OH |
Jul 29, 2025 Q2 2025 |
483
shares
|
$15,190
0.0% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
463
shares
|
$14,561
0.0% of portfolio
|
Q2 2025
Reduced 62.27%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
452
shares
|
$14,215
0.0% of portfolio
|
Q1 2025
Added 93.16%
|
|
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
Jul 29, 2025 Q2 2025 |
452
shares
|
$14,215
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Promus Capital, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
444
shares
|
$13,963
0.01% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
Legacy Bridge, LLC
|
Aug 06, 2025 Q2 2025 |
440
shares
|
$13,838
0.01% of portfolio
|
Q1 2020
Reduced 40.54%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2025 Q2 2025 |
423
shares
|
$13,303
0.0% of portfolio
|
Q4 2024
Reduced 90.66%
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
401
shares
|
$12,611
0.0% of portfolio
|
Q2 2024
Reduced 48.39%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
396
shares
|
$12,454
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
394
shares
|
$12,391
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
385
shares
|
$12,108
0.0% of portfolio
|
Q1 2025
Reduced 45.39%
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
377
shares
|
$11,856
0.01% of portfolio
|
Q2 2025
Added 57.08%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
364
shares
|
$11,447
0.0% of portfolio
|
Q1 2025
Reduced 97.56%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
345
shares
|
$10,850
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
342
shares
|
$10,755
0.0% of portfolio
|
Q3 2024
Added 17000.0%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
324
shares
|
$10,189
0.0% of portfolio
|
Q2 2025
Reduced 89.69%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
323
shares
|
$10,158
0.0% of portfolio
|
Q3 2024
Reduced 17.81%
|