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 |
|---|---|---|---|---|---|
|
Brightwater Advisory LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
161,869
shares
|
$5.44 Million
3.53% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
161,003
shares
|
$5.41 Million
0.09% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
159,182
shares
|
$5.35 Million
0.06% of portfolio
|
Q4 2023
Reduced 2.68%
|
|
|
Upper Left Wealth Management, LLC
|
Jul 07, 2025 Q2 2025 |
156,440
shares
|
$5.26 Million
3.32% of portfolio
|
Q2 2025
Added 3.19%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
156,127
shares
|
$5.25 Million
0.42% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Marotta Asset Management
|
Oct 16, 2025 Q3 2025 |
154,690
shares
|
$5.2 Million
0.98% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Aug 11, 2025 Q2 2025 |
154,355
shares
|
$5.19 Million
0.44% of portfolio
|
Q2 2025
Reduced 18.13%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
152,783
shares
|
$5.13 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
152,578
shares
|
$5.13 Million
0.79% of portfolio
|
Q3 2025
Added 5.88%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
Aug 05, 2025 Q2 2025 |
151,485
shares
|
$5.09 Million
1.39% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Rkl Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
151,391
shares
|
$5.09 Million
0.4% of portfolio
|
Q2 2025
Reduced 41.69%
|
|
|
Sightline Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
151,163
shares
|
$5.08 Million
2.2% of portfolio
|
Q2 2025
Added 4.02%
|
|
|
Fairway Financial, LLC
Casselberry, FL |
Aug 06, 2025 Q2 2025 |
148,819
shares
|
$5 Million
3.8% of portfolio
|
Q2 2025
Reduced 3.4%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
148,778
shares
|
$5 Million
0.11% of portfolio
|
Q3 2025
Added 5.09%
|
|
|
Fortis Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
144,662
shares
|
$4.86 Million
0.69% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
143,803
shares
|
$4.83 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
|
$4.82 Million
0.01% of portfolio
|
Q3 2023
Added 38.88%
|
|
|
Bishop & CO Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
142,239
shares
|
$4.78 Million
1.54% of portfolio
|
Q2 2025
Reduced 4.52%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
141,965
shares
|
$4.77 Million
0.01% of portfolio
|
Q2 2025
Added 5.1%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
141,297
shares
|
$4.75 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
137,028
shares
|
$4.6 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Armor Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
136,084
shares
|
$4.57 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
|
$4.46 Million
3.2% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
132,759
shares
|
$4.46 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Fidelis I M, LLC
Medford, OR |
Jul 25, 2025 Q2 2025 |
131,559
shares
|
$4.42 Million
1.79% of portfolio
|
Q2 2025
Added 3.54%
|