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 893 institutions that hold shares in the stock, with a total of 157 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 |
|---|---|---|---|---|---|
|
Windward Private Wealth Management Inc.
|
Nov 05, 2025 Q3 2025 |
45,120
shares
|
$1.53 Million
0.52% of portfolio
|
Q3 2025
Reduced 4.06%
|
|
|
Olio Financial Planning
|
Oct 16, 2025 Q3 2025 |
45,043
shares
|
$1.52 Million
0.44% of portfolio
|
Q3 2025
Reduced 2.99%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
44,382
shares
|
$1.5 Million
0.03% of portfolio
|
Q3 2025
Added 26.41%
|
|
|
Payne Capital LLC
Lake Oswego, OR |
Nov 04, 2025 Q3 2025 |
44,302
shares
|
$1.5 Million
1.5% of portfolio
|
Q3 2025
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
44,200
shares
|
$1.49 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
43,835
shares
|
$1.48 Million
0.02% of portfolio
|
Q3 2025
Reduced 11.3%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
43,756
shares
|
$1.48 Million
0.01% of portfolio
|
Q3 2025
Added 39.25%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
43,618
shares
|
$1.47 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.21%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
43,608
shares
|
$1.47 Million
0.4% of portfolio
|
Q3 2025
Reduced 11.41%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
43,446
shares
|
$1.47 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
42,781
shares
|
$1.45 Million
0.25% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Greenline Partners, LLC
New York, NY |
Nov 17, 2025 Q3 2025 |
42,703
shares
|
$1.44 Million
0.18% of portfolio
|
Q2 2025
Added 19.96%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
42,093
shares
|
$1.42 Million
0.05% of portfolio
|
Q3 2025
Added 1237.98%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
42,066
shares
|
$1.42 Million
0.29% of portfolio
|
Q3 2024
Reduced 5.84%
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 15, 2025 Q3 2025 |
41,584
shares
|
$1.41 Million
0.19% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
41,093
shares
|
$1.39 Million
0.15% of portfolio
|
Q3 2022
Reduced 20.13%
|
|
|
Foster Group, Inc.
|
Oct 14, 2025 Q3 2025 |
40,875
shares
|
$1.38 Million
0.04% of portfolio
|
Q2 2025
Added 5.36%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
40,854
shares
|
$1.38 Million
0.24% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
40,714
shares
|
$1.38 Million
0.15% of portfolio
|
Q2 2023
Added 0.48%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Oct 31, 2025 Q3 2025 |
40,489
shares
|
$1.37 Million
0.26% of portfolio
|
Q2 2025
Reduced 14.75%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
40,281
shares
|
$1.36 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
40,149
shares
|
$1.36 Million
0.1% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Rovin Capital
|
Oct 29, 2025 Q3 2025 |
40,057
shares
|
$1.35 Million
0.37% of portfolio
|
Q3 2025
Added 11.88%
|
|
|
Values Added Financial LLC
Washington, DC |
Oct 31, 2025 Q3 2025 |
39,980
shares
|
$1.35 Million
0.59% of portfolio
|
Q2 2025
Added 51.35%
|
|
|
Emerald Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
39,973
shares
|
$1.35 Million
0.18% of portfolio
|
Q3 2025
Reduced 0.61%
|
|