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 |
|---|---|---|---|---|---|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
648
shares
|
$21,772
0.01% of portfolio
|
Q4 2024
Reduced 27.92%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
646
shares
|
$21,705
0.0% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
628
shares
|
$21,100
0.0% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
619
shares
|
$20,798
0.02% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
613
shares
|
$20,596
0.01% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Jul 30, 2025 Q2 2025 |
611
shares
|
$20,529
0.0% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
592
shares
|
$19,891
0.0% of portfolio
|
Q4 2024
Reduced 25.25%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
572
shares
|
$19,219
0.01% of portfolio
|
Q2 2025
Added 1230.23%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
571
shares
|
$19,185
0.0% of portfolio
|
Q2 2025
Reduced 20.36%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
539
shares
|
$18,110
0.0% of portfolio
|
Q2 2025
Added 1318.42%
|
|
|
Cheviot Value Management, LLC
|
Aug 13, 2025 Q2 2025 |
539
shares
|
$18,110
0.0% of portfolio
|
Q2 2025
Added 3.45%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
521
shares
|
$17,505
0.01% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Gables Capital Management Inc.
|
Jul 30, 2025 Q2 2025 |
500
shares
|
$16,800
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fairway Wealth LLC
Independence, OH |
Jul 29, 2025 Q2 2025 |
483
shares
|
$16,228
0.0% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
463
shares
|
$15,556
0.0% of portfolio
|
Q2 2025
Reduced 62.27%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
452
shares
|
$15,187
0.0% of portfolio
|
Q1 2025
Added 93.16%
|
|
|
Friedenthal Financial
|
Oct 15, 2025 Q3 2025 |
452
shares
|
$15,187
0.01% of portfolio
|
Q3 2025
Reduced 77.53%
|
|
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
Oct 16, 2025 Q3 2025 |
452
shares
|
$15,187
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Promus Capital, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
444
shares
|
$14,918
0.01% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
Legacy Bridge, LLC
|
Aug 06, 2025 Q2 2025 |
440
shares
|
$14,784
0.01% of portfolio
|
Q1 2020
Reduced 40.54%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2025 Q2 2025 |
423
shares
|
$14,212
0.0% of portfolio
|
Q4 2024
Reduced 90.66%
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
401
shares
|
$13,473
0.0% of portfolio
|
Q2 2024
Reduced 48.39%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
396
shares
|
$13,305
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
394
shares
|
$13,238
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
377
shares
|
$12,667
0.01% of portfolio
|
Q2 2025
Added 57.08%
|