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 |
|---|---|---|---|---|---|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
108,597
shares
|
$3.42 Million
0.31% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
105,595
shares
|
$3.32 Million
0.01% of portfolio
|
Q2 2025
Added 17.93%
|
|
|
Strategic Financial Planning, Inc.
|
Aug 13, 2025 Q2 2025 |
105,162
shares
|
$3.31 Million
2.05% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Jul 10, 2025 Q2 2025 |
104,790
shares
|
$3.3 Million
1.17% of portfolio
|
Q2 2025
Added 14.78%
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
101,543
shares
|
$3.19 Million
0.09% of portfolio
|
Q2 2025
Reduced 8.31%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
100,651
shares
|
$3.17 Million
0.06% of portfolio
|
Q2 2025
Reduced 4.22%
|
|
|
Omega Financial Group, LLC
|
Aug 08, 2025 Q2 2025 |
100,587
shares
|
$3.16 Million
1.08% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
99,995
shares
|
$3.14 Million
0.2% of portfolio
|
Q2 2024
Reduced 11.03%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Aug 15, 2025 Q2 2025 |
99,855
shares
|
$3.14 Million
0.67% of portfolio
|
Q2 2025
Added 7.74%
|
|
|
Bck Partners, Inc.
|
Jul 30, 2025 Q2 2025 |
99,457
shares
|
$3.13 Million
1.76% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Sns Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
98,540
shares
|
$3.1 Million
0.29% of portfolio
|
Q2 2025
Reduced 4.01%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
98,352
shares
|
$3.09 Million
0.16% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
98,063
shares
|
$3.08 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Seek First Inc.
Campbell, CA |
Jul 10, 2025 Q2 2025 |
97,899
shares
|
$3.08 Million
2.4% of portfolio
|
Q2 2025
Added 6.2%
|
|
|
Lee Financial CO
Dallas, TX |
Jul 24, 2025 Q2 2025 |
97,708
shares
|
$3.07 Million
0.43% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Aug 15, 2025 Q2 2025 |
97,407
shares
|
$3.06 Million
1.53% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
97,131
shares
|
$3.05 Million
0.25% of portfolio
|
Q2 2025
Added 2.49%
|
|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
96,470
shares
|
$3.03 Million
1.39% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
96,135
shares
|
$3.02 Million
0.52% of portfolio
|
Q3 2024
Added 20.74%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
95,919
shares
|
$3.02 Million
0.06% of portfolio
|
Q3 2022
Reduced 74.92%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
95,212
shares
|
$2.99 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
95,094
shares
|
$2.99 Million
0.02% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
94,173
shares
|
$2.96 Million
0.27% of portfolio
|
Q2 2025
Reduced 3.88%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
93,689
shares
|
$2.95 Million
0.01% of portfolio
|
Q2 2025
Reduced 14.46%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
91,342
shares
|
$2.87 Million
0.07% of portfolio
|
Q2 2025
New holding
|