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 |
|---|---|---|---|---|---|
|
Fidelis I M, LLC
Medford, OR |
Jul 25, 2025 Q2 2025 |
131,559
shares
|
$4.08 Million
1.79% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
131,519
shares
|
$4.08 Million
0.06% of portfolio
|
Q2 2025
Reduced 9.42%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jul 14, 2025 Q2 2025 |
129,259
shares
|
$4.01 Million
1.79% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
Aug 11, 2025 Q2 2025 |
127,498
shares
|
$3.95 Million
1.7% of portfolio
|
Q2 2025
Added 24.2%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
126,424
shares
|
$3.92 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
124,163
shares
|
$3.85 Million
0.37% of portfolio
|
Q2 2025
Added 9.13%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Aug 13, 2025 Q2 2025 |
120,864
shares
|
$3.75 Million
0.44% of portfolio
|
Q2 2025
Added 9.77%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
120,481
shares
|
$3.74 Million
0.06% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
120,135
shares
|
$3.73 Million
0.55% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Retirement Guys Formula LLC
|
Jul 15, 2025 Q2 2025 |
119,322
shares
|
$3.7 Million
1.43% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
119,109
shares
|
$3.69 Million
0.43% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
118,319
shares
|
$3.67 Million
1.3% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
117,451
shares
|
$3.64 Million
0.26% of portfolio
|
Q2 2025
Reduced 4.34%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
116,480
shares
|
$3.61 Million
0.0% of portfolio
|
Q2 2025
Added 1436.88%
|
|
|
Creekside Partners
Petaluma, CA |
Jul 28, 2025 Q2 2025 |
115,876
shares
|
$3.59 Million
1.66% of portfolio
|
Q2 2025
Added 12.81%
|
|
|
Myecfo, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
114,430
shares
|
$3.55 Million
1.69% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
113,375
shares
|
$3.52 Million
0.28% of portfolio
|
Q2 2025
Added 19.98%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
112,811
shares
|
$3.5 Million
0.03% of portfolio
|
Q2 2025
Reduced 10.58%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Apr 24, 2025 Q1 2025 |
112,755
shares
|
$3.5 Million
2.13% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
111,902
shares
|
$3.47 Million
0.42% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Jul 10, 2025 Q2 2025 |
111,409
shares
|
$3.46 Million
2.26% of portfolio
|
Q2 2025
Added 4.95%
|
|
|
Gleason Group, Inc.
|
Jul 17, 2025 Q2 2025 |
111,154
shares
|
$3.45 Million
0.38% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jul 24, 2025 Q2 2025 |
110,236
shares
|
$3.42 Million
0.31% of portfolio
|
Q2 2025
Added 3.86%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
108,939
shares
|
$3.38 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.93%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
108,653
shares
|
$3.37 Million
0.24% of portfolio
|
Q2 2025
Added 0.51%
|