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 851 institutions that hold shares in the stock, with a total of 150 Million shares, which have been reported (via 13F filing form) to have a value of $4.53 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
215,904
shares
|
$6.53 Million
0.61% of portfolio
|
Q3 2022
Reduced 2.18%
|
|
|
Arkansas Financial Group, Inc.
|
Jul 16, 2025 Q2 2025 |
215,636
shares
|
$6.52 Million
1.01% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jun 23, 2025 Q1 2025 |
211,481
shares
|
$6.39 Million
0.22% of portfolio
|
Q4 2024
Added 6.26%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
211,116
shares
|
$6.38 Million
0.06% of portfolio
|
Q2 2024
Reduced 3.13%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
207,265
shares
|
$6.27 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.89%
|
|
|
Strid Group, LLC
|
Apr 25, 2025 Q1 2025 |
204,773
shares
|
$6.19 Million
0.89% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
201,485
shares
|
$6.09 Million
0.0% of portfolio
|
Q1 2025
Added 5.2%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
200,041
shares
|
$6.05 Million
0.05% of portfolio
|
Q1 2025
Added 8.74%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Jul 17, 2025 Q2 2025 |
199,511
shares
|
$6.03 Million
1.55% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
198,301
shares
|
$5.99 Million
0.51% of portfolio
|
Q1 2025
Added 3.81%
|
|
|
Guardian Financial Partners, LLC
|
Apr 22, 2025 Q1 2025 |
196,547
shares
|
$5.94 Million
3.41% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
May 12, 2025 Q1 2025 |
188,537
shares
|
$5.7 Million
0.55% of portfolio
|
Q1 2025
Reduced 8.83%
|
|
|
Holistic Financial Partners
|
May 06, 2025 Q1 2025 |
186,503
shares
|
$5.64 Million
2.54% of portfolio
|
Q1 2025
Reduced 15.53%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
May 13, 2025 Q1 2025 |
182,472
shares
|
$5.52 Million
2.89% of portfolio
|
Q1 2025
Added 2.49%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
May 14, 2025 Q1 2025 |
181,872
shares
|
$5.5 Million
0.59% of portfolio
|
Q1 2025
Reduced 5.15%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
180,405
shares
|
$5.45 Million
0.6% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Power Wealth Management LLC
Roswell, GA |
May 13, 2025 Q1 2025 |
176,084
shares
|
$5.32 Million
1.96% of portfolio
|
Q1 2025
Added 15.24%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
174,090
shares
|
$5.26 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
171,610
shares
|
$5.19 Million
0.32% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
169,012
shares
|
$5.11 Million
0.05% of portfolio
|
Q1 2025
Reduced 6.05%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
166,807
shares
|
$5.04 Million
0.1% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
165,849
shares
|
$5.01 Million
1.5% of portfolio
|
Q1 2023
Added 2.95%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
165,182
shares
|
$4.99 Million
0.35% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Joule Financial, LLC
|
Apr 11, 2025 Q1 2025 |
164,717
shares
|
$4.98 Million
1.61% of portfolio
|
Q1 2025
Added 5.47%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
162,774
shares
|
$4.92 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.88%
|