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 896 institutions that hold shares in the stock, with a total of 156 Million shares, which have been reported (via 13F filing form) to have a value of $5.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
110,340
shares
|
$3.73 Million
0.73% of portfolio
|
Q3 2025
Added 10.5%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
110,273
shares
|
$3.73 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
Myecfo, LLC
La Jolla, CA |
Jan 12, 2026 Q4 2025 |
109,901
shares
|
$3.72 Million
1.53% of portfolio
|
Q4 2025
Reduced 0.01%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
108,873
shares
|
$3.68 Million
0.01% of portfolio
|
Q3 2025
Added 3.1%
|
|
|
Accurate Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
108,607
shares
|
$3.67 Million
0.53% of portfolio
|
Q4 2025
Added 9.05%
|
|
|
Seek First Inc.
Campbell, CA |
Nov 12, 2025 Q3 2025 |
106,459
shares
|
$3.6 Million
2.55% of portfolio
|
Q3 2025
Added 2.4%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 13, 2026 Q4 2025 |
105,488
shares
|
$3.57 Million
0.26% of portfolio
|
Q4 2025
Reduced 1.96%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
105,138
shares
|
$3.55 Million
0.05% of portfolio
|
Q3 2025
Reduced 3.49%
|
|
|
Destination Wealth Management
|
Nov 14, 2025 Q3 2025 |
104,582
shares
|
$3.54 Million
0.1% of portfolio
|
Q3 2025
Added 2.99%
|
|
|
Dakota Wealth Management
|
Jan 13, 2026 Q4 2025 |
104,065
shares
|
$3.52 Million
0.06% of portfolio
|
Q4 2025
Added 11.59%
|
|
|
Strategic Financial Planning, Inc.
|
Nov 13, 2025 Q3 2025 |
102,944
shares
|
$3.48 Million
2.07% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
Bck Partners, Inc.
|
Oct 28, 2025 Q3 2025 |
101,744
shares
|
$3.44 Million
1.83% of portfolio
|
Q3 2025
Added 2.3%
|
|
|
Omega Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
101,706
shares
|
$3.44 Million
1.13% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
100,348
shares
|
$3.39 Million
0.04% of portfolio
|
Q3 2025
Added 18.1%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
99,995
shares
|
$3.38 Million
0.2% of portfolio
|
Q2 2024
Reduced 11.03%
|
|
|
Lee Financial CO
Dallas, TX |
Nov 04, 2025 Q3 2025 |
97,723
shares
|
$3.3 Million
0.41% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
97,634
shares
|
$3.3 Million
1.57% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
97,055
shares
|
$3.28 Million
0.41% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
96,135
shares
|
$3.25 Million
0.52% of portfolio
|
Q3 2024
Added 20.74%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 12, 2025 Q3 2025 |
95,921
shares
|
$3.24 Million
0.16% of portfolio
|
Q3 2025
Reduced 2.47%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
95,919
shares
|
$3.24 Million
0.06% of portfolio
|
Q3 2022
Reduced 74.92%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
95,094
shares
|
$3.22 Million
0.02% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
94,173
shares
|
$3.18 Million
0.27% of portfolio
|
Q2 2025
Reduced 3.88%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Nov 04, 2025 Q3 2025 |
92,267
shares
|
$3.12 Million
0.07% of portfolio
|
Q3 2025
Reduced 5.91%
|
|
|
Fidelis I M, LLC
Medford, OR |
Oct 31, 2025 Q3 2025 |
91,493
shares
|
$3.09 Million
1.73% of portfolio
|
Q3 2025
Reduced 30.45%
|
|