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 |
|---|---|---|---|---|---|
|
Brand Asset Management Group, Inc.
|
Jul 09, 2025 Q2 2025 |
290,844
shares
|
$9.77 Million
3.37% of portfolio
|
Q2 2025
Reduced 8.67%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
289,932
shares
|
$9.74 Million
0.47% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Drw Securities, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
288,851
shares
|
$9.71 Million
0.21% of portfolio
|
Q2 2025
Added 339.96%
|
|
|
Zacks Investment Management
Chicago, IL |
Aug 12, 2025 Q2 2025 |
287,840
shares
|
$9.67 Million
0.08% of portfolio
|
Q2 2025
Reduced 4.71%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
285,937
shares
|
$9.61 Million
0.63% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
280,849
shares
|
$9.44 Million
6.1% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
Gemmer Asset Management LLC
|
Oct 15, 2025 Q3 2025 |
278,756
shares
|
$9.37 Million
0.78% of portfolio
|
Q3 2025
Added 8.13%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
277,822
shares
|
$9.33 Million
0.57% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Apriem Advisors
Irvine, CA |
Aug 14, 2025 Q2 2025 |
272,974
shares
|
$9.17 Million
0.9% of portfolio
|
Q2 2025
Reduced 7.84%
|
|
|
Ballast Advisors LLC
|
Jul 31, 2025 Q2 2025 |
272,280
shares
|
$9.15 Million
2.43% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
272,123
shares
|
$9.14 Million
0.35% of portfolio
|
Q3 2025
Reduced 3.45%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
263,826
shares
|
$8.86 Million
3.6% of portfolio
|
Q4 2023
Reduced 10.23%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
263,093
shares
|
$8.84 Million
0.83% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
262,346
shares
|
$8.81 Million
0.02% of portfolio
|
Q2 2025
Reduced 6.58%
|
|
|
Invst, LLC
Indianapolis, IN |
Oct 16, 2025 Q2 2025 |
257,561
shares
|
$8.65 Million
1.01% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
251,611
shares
|
$8.45 Million
0.0% of portfolio
|
Q2 2025
Added 5.88%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
250,922
shares
|
$8.43 Million
0.42% of portfolio
|
Q2 2025
Reduced 20.41%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
247,722
shares
|
$8.32 Million
0.09% of portfolio
|
Q2 2025
Added 11.27%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
245,601
shares
|
$8.25 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Boltwood Capital Management
|
Oct 06, 2025 Q3 2025 |
241,952
shares
|
$8.13 Million
2.17% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
236,490
shares
|
$7.95 Million
0.6% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Courage Miller Partners, LLC
|
Jul 25, 2025 Q2 2025 |
227,292
shares
|
$7.64 Million
2.18% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
227,256
shares
|
$7.64 Million
0.18% of portfolio
|
Q2 2025
Added 7.46%
|
|
|
St. Louis Trust CO
|
Jul 25, 2025 Q2 2025 |
226,568
shares
|
$7.61 Million
0.91% of portfolio
|
Q2 2025
Added 2.99%
|
|
|
Sherwood Financial Partners, LLC
Westlake Village, CA |
Aug 12, 2025 Q2 2025 |
226,464
shares
|
$7.61 Million
6.25% of portfolio
|
Q2 2025
Reduced 3.52%
|