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 |
|---|---|---|---|---|---|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
87,367
shares
|
$2.64 Million
0.21% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
May 07, 2025 Q1 2025 |
86,805
shares
|
$2.62 Million
0.82% of portfolio
|
Q1 2025
Reduced 3.32%
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
86,748
shares
|
$2.62 Million
0.24% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
86,062
shares
|
$2.6 Million
0.07% of portfolio
|
Q1 2025
Added 11.73%
|
|
|
Orcam Financial Group
Encinitas, CA |
May 14, 2025 Q1 2025 |
85,799
shares
|
$2.59 Million
2.24% of portfolio
|
Q1 2025
Added 3.99%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Apr 24, 2025 Q1 2025 |
84,085
shares
|
$2.54 Million
1.0% of portfolio
|
Q1 2025
Reduced 3.73%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
83,842
shares
|
$2.53 Million
0.43% of portfolio
|
Q2 2025
Added 13.0%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
83,401
shares
|
$2.52 Million
1.38% of portfolio
|
Q1 2025
Reduced 5.33%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
83,202
shares
|
$2.52 Million
0.05% of portfolio
|
Q2 2025
Added 66.27%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
82,452
shares
|
$2.49 Million
0.52% of portfolio
|
Q4 2022
Reduced 1.03%
|
|
|
Howard Financial Services, Ltd.
|
Jul 02, 2025 Q2 2025 |
82,254
shares
|
$2.49 Million
0.33% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
81,315
shares
|
$2.46 Million
0.08% of portfolio
|
Q1 2025
Reduced 11.35%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Apr 30, 2025 Q1 2025 |
80,047
shares
|
$2.42 Million
0.69% of portfolio
|
Q1 2025
Reduced 3.89%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
May 05, 2025 Q1 2025 |
79,482
shares
|
$2.4 Million
2.43% of portfolio
|
Q1 2025
Added 4.28%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
78,708
shares
|
$2.38 Million
0.4% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
May 14, 2025 Q1 2025 |
78,457
shares
|
$2.37 Million
1.17% of portfolio
|
Q1 2024
Reduced 2.52%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
78,298
shares
|
$2.37 Million
0.01% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Grimes & Company, Inc.
|
Apr 17, 2025 Q1 2025 |
78,039
shares
|
$2.36 Million
0.07% of portfolio
|
Q1 2025
Reduced 6.09%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
77,522
shares
|
$2.34 Million
0.9% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
77,474
shares
|
$2.34 Million
0.35% of portfolio
|
Q2 2025
Reduced 13.86%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
77,336
shares
|
$2.34 Million
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
77,305
shares
|
$2.34 Million
0.24% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
75,589
shares
|
$2.29 Million
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
May 01, 2025 Q1 2025 |
75,570
shares
|
$2.28 Million
0.65% of portfolio
|
Q1 2025
Added 395.38%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
74,795
shares
|
$2.26 Million
0.47% of portfolio
|
Q1 2025
Reduced 16.47%
|