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 |
|---|---|---|---|---|---|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
320
shares
|
$10,064
0.0% of portfolio
|
Q1 2025
Reduced 5.6%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
319
shares
|
$10,032
0.0% of portfolio
|
Q4 2024
Reduced 31.1%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
317
shares
|
$9,969
0.0% of portfolio
|
Q2 2025
Reduced 45.16%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
308
shares
|
$9,686
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
273
shares
|
$8,585
0.01% of portfolio
|
Q4 2024
Added 143.75%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
271
shares
|
$8,522
0.0% of portfolio
|
Q4 2024
Added 2.65%
|
|
|
Horrell Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
251
shares
|
$7,893
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
233
shares
|
$7,327
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tower View Investment Management & Research LLC
|
Jul 21, 2025 Q2 2025 |
232
shares
|
$7,296
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
224
shares
|
$7,044
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
209
shares
|
$6,573
0.0% of portfolio
|
Q4 2024
Added 50.36%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
200
shares
|
$6,290
0.0% of portfolio
|
Q2 2025
Added 12.99%
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Jul 11, 2025 Q2 2025 |
197
shares
|
$6,195
0.0% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
188
shares
|
$5,912
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
163
shares
|
$5,126
0.0% of portfolio
|
Q4 2023
Added 3.16%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
153
shares
|
$4,811
0.0% of portfolio
|
Q2 2025
Reduced 54.87%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
148
shares
|
$4,654
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
141
shares
|
$4,434
0.0% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
139
shares
|
$4,371
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
139
shares
|
$4,371
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
126
shares
|
$3,962
0.0% of portfolio
|
Q1 2025
Added 51.81%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
126
shares
|
$3,962
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
122
shares
|
$3,836
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Gpwm LLC
|
Jul 15, 2025 Q2 2025 |
115
shares
|
$3,616
0.0% of portfolio
|
Q1 2025
Added 9.52%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
111
shares
|
$3,490
0.0% of portfolio
|
Q4 2022
New holding
|