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 |
|---|---|---|---|---|---|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
91,130
shares
|
$2.87 Million
0.07% of portfolio
|
Q2 2025
Reduced 5.14%
|
|
|
Ifrah Financial Services, Inc.
|
Jul 29, 2025 Q2 2025 |
90,362
shares
|
$2.84 Million
0.75% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
87,508
shares
|
$2.75 Million
0.21% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Curbstone Financial Management Corp
|
Jul 29, 2025 Q2 2025 |
86,850
shares
|
$2.73 Million
0.54% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
86,748
shares
|
$2.73 Million
0.24% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Orcam Financial Group
Encinitas, CA |
Aug 15, 2025 Q2 2025 |
85,838
shares
|
$2.7 Million
2.27% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Jul 23, 2025 Q2 2025 |
85,432
shares
|
$2.69 Million
0.8% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
84,966
shares
|
$2.67 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
83,842
shares
|
$2.64 Million
0.43% of portfolio
|
Q2 2025
Added 13.0%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
83,202
shares
|
$2.62 Million
0.05% of portfolio
|
Q2 2025
Added 66.27%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
83,198
shares
|
$2.62 Million
0.07% of portfolio
|
Q2 2025
Reduced 3.33%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
82,701
shares
|
$2.6 Million
1.42% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
82,452
shares
|
$2.59 Million
0.52% of portfolio
|
Q4 2022
Reduced 1.03%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
82,420
shares
|
$2.59 Million
0.06% of portfolio
|
Q2 2025
Added 510.56%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
82,336
shares
|
$2.59 Million
0.07% of portfolio
|
Q2 2025
Added 5.51%
|
|
|
Howard Financial Services, Ltd.
|
Jul 02, 2025 Q2 2025 |
82,254
shares
|
$2.59 Million
0.33% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
81,707
shares
|
$2.57 Million
0.05% of portfolio
|
Q2 2025
Added 281.17%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
Aug 11, 2025 Q2 2025 |
81,578
shares
|
$2.57 Million
2.61% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
81,296
shares
|
$2.56 Million
0.06% of portfolio
|
Q2 2025
Added 34.95%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Aug 04, 2025 Q2 2025 |
79,680
shares
|
$2.51 Million
0.72% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
79,348
shares
|
$2.5 Million
0.01% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Holistic Financial Partners
|
Aug 05, 2025 Q2 2025 |
79,113
shares
|
$2.49 Million
1.08% of portfolio
|
Q2 2025
Reduced 57.58%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Jul 31, 2025 Q2 2025 |
79,060
shares
|
$2.49 Million
0.37% of portfolio
|
Q2 2025
Added 21.01%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
78,708
shares
|
$2.48 Million
0.4% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Aug 08, 2025 Q2 2025 |
78,457
shares
|
$2.47 Million
1.14% of portfolio
|
Q1 2024
Reduced 2.52%
|