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 851 institutions that hold shares in the stock, with a total of 150 Million shares, which have been reported (via 13F filing form) to have a value of $4.53 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pioneer Wealth Management Group
Austin, TX |
Jul 10, 2025 Q2 2025 |
104,790
shares
|
$3.17 Million
1.17% of portfolio
|
Q2 2025
Added 14.78%
|
|
|
Creekside Partners
Petaluma, CA |
May 07, 2025 Q1 2025 |
102,719
shares
|
$3.11 Million
1.48% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Sns Financial Group, LLC
|
May 05, 2025 Q1 2025 |
102,661
shares
|
$3.1 Million
0.29% of portfolio
|
Q1 2025
Reduced 29.03%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
May 29, 2025 Q1 2025 |
102,653
shares
|
$3.1 Million
1.36% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Bck Partners, Inc.
|
Apr 25, 2025 Q1 2025 |
101,729
shares
|
$3.08 Million
1.75% of portfolio
|
Q1 2025
Added 2.66%
|
|
|
Omega Financial Group, LLC
|
May 01, 2025 Q1 2025 |
100,997
shares
|
$3.05 Million
1.07% of portfolio
|
Q1 2025
Reduced 7.08%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
100,181
shares
|
$3.03 Million
1.59% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
99,995
shares
|
$3.02 Million
0.2% of portfolio
|
Q2 2024
Reduced 11.03%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
98,063
shares
|
$2.96 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
97,970
shares
|
$2.96 Million
0.28% of portfolio
|
Q1 2025
Reduced 8.32%
|
|
|
Seek First Inc.
Campbell, CA |
Jul 10, 2025 Q2 2025 |
97,899
shares
|
$2.96 Million
2.4% of portfolio
|
Q2 2025
Added 6.2%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
96,827
shares
|
$2.93 Million
0.13% of portfolio
|
Q1 2025
Added 2.58%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
96,505
shares
|
$2.92 Million
1.14% of portfolio
|
Q1 2025
Added 53.62%
|
|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
96,470
shares
|
$2.92 Million
1.39% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
96,352
shares
|
$2.91 Million
0.15% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
96,135
shares
|
$2.91 Million
0.52% of portfolio
|
Q3 2024
Added 20.74%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
96,066
shares
|
$2.9 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Lee Financial CO
Dallas, TX |
May 13, 2025 Q1 2025 |
95,978
shares
|
$2.9 Million
0.41% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
95,919
shares
|
$2.9 Million
0.06% of portfolio
|
Q3 2022
Reduced 74.92%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
94,775
shares
|
$2.87 Million
0.31% of portfolio
|
Q1 2025
Reduced 6.87%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
93,881
shares
|
$2.84 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
May 15, 2025 Q1 2025 |
92,684
shares
|
$2.8 Million
0.64% of portfolio
|
Q1 2025
Added 9.15%
|
|
|
Ifrah Financial Services, Inc.
|
Apr 29, 2025 Q1 2025 |
91,125
shares
|
$2.75 Million
0.73% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
89,543
shares
|
$2.71 Million
0.01% of portfolio
|
Q1 2025
Added 11.2%
|
|
|
Curbstone Financial Management Corp
|
Apr 15, 2025 Q1 2025 |
88,800
shares
|
$2.68 Million
0.52% of portfolio
|
Q1 2025
Reduced 0.11%
|