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 |
|---|---|---|---|---|---|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Aug 13, 2025 Q2 2025 |
162,991
shares
|
$5.06 Million
0.23% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
161,869
shares
|
$5.02 Million
3.53% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
160,686
shares
|
$4.98 Million
0.08% of portfolio
|
Q2 2025
Added 172.21%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
159,182
shares
|
$4.94 Million
0.06% of portfolio
|
Q4 2023
Reduced 2.68%
|
|
|
Upper Left Wealth Management, LLC
|
Jul 07, 2025 Q2 2025 |
156,440
shares
|
$4.85 Million
3.32% of portfolio
|
Q2 2025
Added 3.19%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
156,127
shares
|
$4.84 Million
0.42% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Marotta Asset Management
|
Jul 02, 2025 Q2 2025 |
155,361
shares
|
$4.82 Million
0.94% of portfolio
|
Q2 2025
Reduced 24.85%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Aug 11, 2025 Q2 2025 |
154,355
shares
|
$4.79 Million
0.44% of portfolio
|
Q2 2025
Reduced 18.13%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
152,783
shares
|
$4.74 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
Aug 05, 2025 Q2 2025 |
151,485
shares
|
$4.7 Million
1.39% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Rkl Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
151,391
shares
|
$4.7 Million
0.4% of portfolio
|
Q2 2025
Reduced 41.69%
|
|
|
Sightline Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
151,163
shares
|
$4.69 Million
2.2% of portfolio
|
Q2 2025
Added 4.02%
|
|
|
Fairway Financial, LLC
Casselberry, FL |
Aug 06, 2025 Q2 2025 |
148,819
shares
|
$4.62 Million
3.8% of portfolio
|
Q2 2025
Reduced 3.4%
|
|
|
Fortis Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
144,662
shares
|
$4.49 Million
0.69% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
144,107
shares
|
$4.47 Million
0.71% of portfolio
|
Q2 2025
Added 4.99%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
143,803
shares
|
$4.46 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.09%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
143,388
shares
|
$4.45 Million
0.01% of portfolio
|
Q3 2023
Added 38.88%
|
|
|
Bishop & CO Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
142,239
shares
|
$4.41 Million
1.54% of portfolio
|
Q2 2025
Reduced 4.52%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
141,965
shares
|
$4.4 Million
0.01% of portfolio
|
Q2 2025
Added 5.1%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
141,572
shares
|
$4.39 Million
0.1% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
141,297
shares
|
$4.38 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
137,028
shares
|
$4.25 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Armor Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
136,084
shares
|
$4.22 Million
1.59% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
White & CO Financial Planning Inc
Sunnyside, WA |
Jul 21, 2025 Q2 2025 |
132,764
shares
|
$4.12 Million
3.2% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
132,759
shares
|
$4.12 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.01%
|