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 853 institutions that hold shares in the stock, with a total of 149 Million shares, which have been reported (via 13F filing form) to have a value of $4.63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
19,082
shares
|
$591,160
0.0% of portfolio
|
Q1 2025
Added 120.63%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
19,051
shares
|
$590,199
0.0% of portfolio
|
Q1 2025
Reduced 21.71%
|
|
|
Evensky & Katz LLC
|
Jul 22, 2025 Q2 2025 |
19,035
shares
|
$589,704
0.04% of portfolio
|
Q2 2025
Reduced 3.49%
|
|
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
18,993
shares
|
$588,403
0.18% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
18,954
shares
|
$587,194
0.07% of portfolio
|
Q1 2025
Reduced 30.46%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jul 17, 2025 Q2 2025 |
18,857
shares
|
$584,189
0.03% of portfolio
|
Q2 2025
Added 49.49%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
18,850
shares
|
$583,973
0.0% of portfolio
|
Q1 2025
Reduced 28.03%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
18,805
shares
|
$582,578
0.05% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jul 08, 2025 Q2 2025 |
18,526
shares
|
$573,935
0.29% of portfolio
|
Q1 2025
Reduced 7.11%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
18,203
shares
|
$563,928
0.02% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Sterling Financial Planning, Inc.
|
Apr 28, 2025 Q1 2025 |
18,023
shares
|
$558,352
0.19% of portfolio
|
Q1 2025
Reduced 30.55%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
17,961
shares
|
$556,431
0.28% of portfolio
|
Q3 2024
Added 9.05%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
May 14, 2025 Q1 2025 |
17,828
shares
|
$552,311
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
17,762
shares
|
$550,266
0.21% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
17,683
shares
|
$547,819
0.06% of portfolio
|
Q1 2025
Reduced 7.02%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Apr 28, 2025 Q1 2025 |
17,560
shares
|
$544,008
0.11% of portfolio
|
Q1 2025
Added 41.61%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Apr 16, 2025 Q1 2025 |
17,435
shares
|
$540,136
0.09% of portfolio
|
Q1 2025
Reduced 4.06%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
17,427
shares
|
$539,888
0.05% of portfolio
|
Q3 2022
Added 44.77%
|
|
|
Blue Barn Wealth, LLC
|
May 09, 2025 Q1 2025 |
17,385
shares
|
$538,587
0.25% of portfolio
|
Q1 2025
Reduced 6.96%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
17,297
shares
|
$535,861
0.01% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Act Wealth Management, LLC
|
Jul 08, 2025 Q2 2025 |
17,292
shares
|
$535,706
0.22% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Jul 23, 2025 Q2 2025 |
17,196
shares
|
$532,732
0.4% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Victrix Investment Advisors
Stuart, FL |
Jul 18, 2025 Q2 2025 |
17,074
shares
|
$528,952
0.23% of portfolio
|
Q2 2025
Reduced 3.6%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
16,874
shares
|
$522,756
0.0% of portfolio
|
Q1 2025
Added 9.96%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
16,824
shares
|
$521,207
0.03% of portfolio
|
Q1 2025
Added 12.78%
|