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 |
|---|---|---|---|---|---|
|
Sherwood Financial Partners, LLC
Westlake Village, CA |
Aug 12, 2025 Q2 2025 |
226,464
shares
|
$7.12 Million
6.25% of portfolio
|
Q2 2025
Reduced 3.52%
|
|
|
Ackerman Capital Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
225,814
shares
|
$7.1 Million
1.6% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Boyd Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
222,524
shares
|
$7 Million
2.91% of portfolio
|
Q2 2025
Added 3.31%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
215,904
shares
|
$6.79 Million
0.61% of portfolio
|
Q3 2022
Reduced 2.18%
|
|
|
Arkansas Financial Group, Inc.
|
Jul 16, 2025 Q2 2025 |
215,636
shares
|
$6.78 Million
1.01% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
213,009
shares
|
$6.7 Million
0.0% of portfolio
|
Q2 2025
Added 5.72%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
211,116
shares
|
$6.64 Million
0.06% of portfolio
|
Q2 2024
Reduced 3.13%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
202,696
shares
|
$6.37 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Guardian Financial Partners, LLC
|
Jul 31, 2025 Q2 2025 |
201,254
shares
|
$6.33 Million
3.59% of portfolio
|
Q2 2025
Added 2.39%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Jul 17, 2025 Q2 2025 |
199,511
shares
|
$6.27 Million
1.55% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Strid Group, LLC
|
Jul 22, 2025 Q2 2025 |
196,633
shares
|
$6.18 Million
0.84% of portfolio
|
Q2 2025
Reduced 3.98%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Aug 12, 2025 Q2 2025 |
185,129
shares
|
$5.82 Million
0.63% of portfolio
|
Q2 2025
Added 2.62%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
180,113
shares
|
$5.66 Million
0.12% of portfolio
|
Q2 2025
Added 420.77%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
179,966
shares
|
$5.66 Million
2.69% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Aug 11, 2025 Q2 2025 |
178,588
shares
|
$5.62 Million
0.58% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
177,368
shares
|
$5.58 Million
0.46% of portfolio
|
Q2 2025
Reduced 10.56%
|
|
|
Power Wealth Management LLC
Roswell, GA |
May 13, 2025 Q1 2025 |
176,084
shares
|
$5.54 Million
1.96% of portfolio
|
Q1 2025
Added 15.24%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
174,090
shares
|
$5.48 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
172,420
shares
|
$5.42 Million
0.06% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
166,807
shares
|
$5.25 Million
0.1% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Joule Financial, LLC
|
Jul 22, 2025 Q2 2025 |
166,782
shares
|
$5.25 Million
1.65% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
166,552
shares
|
$5.24 Million
0.32% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
165,849
shares
|
$5.22 Million
1.5% of portfolio
|
Q1 2023
Added 2.95%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
165,182
shares
|
$5.19 Million
0.35% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
163,299
shares
|
$5.14 Million
0.06% of portfolio
|
Q2 2025
Added 0.32%
|