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 |
|---|---|---|---|---|---|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jul 14, 2025 Q2 2025 |
129,259
shares
|
$4.34 Million
1.79% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
128,447
shares
|
$4.32 Million
0.06% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
Aug 11, 2025 Q2 2025 |
127,498
shares
|
$4.28 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
|
$4.25 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
|
$4.17 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
|
$4.06 Million
0.44% of portfolio
|
Q2 2025
Added 9.77%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
120,481
shares
|
$4.05 Million
0.06% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
120,135
shares
|
$4.04 Million
0.55% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Retirement Guys Formula LLC
|
Jul 15, 2025 Q2 2025 |
119,322
shares
|
$4.01 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
|
$4 Million
0.43% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
118,319
shares
|
$3.98 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
|
$3.95 Million
0.26% of portfolio
|
Q2 2025
Reduced 4.34%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
116,562
shares
|
$3.92 Million
0.01% of portfolio
|
Q2 2025
Reduced 95.57%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
116,480
shares
|
$3.91 Million
0.0% of portfolio
|
Q2 2025
Added 1436.88%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Oct 16, 2025 Q3 2025 |
115,940
shares
|
$3.9 Million
2.45% of portfolio
|
Q3 2025
Added 4.07%
|
|
|
Creekside Partners
Petaluma, CA |
Jul 28, 2025 Q2 2025 |
115,876
shares
|
$3.89 Million
1.66% of portfolio
|
Q2 2025
Added 12.81%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Oct 08, 2025 Q3 2025 |
115,668
shares
|
$3.89 Million
2.43% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
115,203
shares
|
$3.87 Million
0.07% of portfolio
|
Q3 2025
Added 14.46%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
113,375
shares
|
$3.81 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
|
$3.79 Million
0.03% of portfolio
|
Q2 2025
Reduced 10.58%
|
|
|
Gleason Group, Inc.
|
Oct 16, 2025 Q3 2025 |
111,924
shares
|
$3.76 Million
0.39% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
111,902
shares
|
$3.76 Million
0.42% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
110,340
shares
|
$3.71 Million
0.73% of portfolio
|
Q3 2025
Added 10.5%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jul 24, 2025 Q2 2025 |
110,236
shares
|
$3.7 Million
0.31% of portfolio
|
Q2 2025
Added 3.86%
|
|
|
Myecfo, LLC
La Jolla, CA |
Oct 10, 2025 Q3 2025 |
109,909
shares
|
$3.69 Million
1.67% of portfolio
|
Q3 2025
Reduced 3.95%
|