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 852 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 |
|---|---|---|---|---|---|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
1,018,940
shares
|
$30.8 Million
1.71% of portfolio
|
Q2 2025
Reduced 7.06%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
952,063
shares
|
$28.8 Million
0.04% of portfolio
|
Q1 2025
Added 5.63%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
931,410
shares
|
$28.2 Million
1.11% of portfolio
|
Q1 2025
Added 86.3%
|
|
|
Jmg Financial Group, Ltd.
|
May 05, 2025 Q1 2025 |
928,534
shares
|
$28.1 Million
0.9% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
873,881
shares
|
$26.4 Million
0.05% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
832,357
shares
|
$25.2 Million
0.0% of portfolio
|
Q1 2025
Added 63.5%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
750,607
shares
|
$22.7 Million
0.04% of portfolio
|
Q1 2025
Added 13.14%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
741,555
shares
|
$22.4 Million
0.35% of portfolio
|
Q2 2024
Reduced 4.28%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
738,918
shares
|
$22.3 Million
0.09% of portfolio
|
Q1 2025
Added 99.19%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
733,854
shares
|
$22.2 Million
0.26% of portfolio
|
Q1 2025
Added 21.12%
|
|
|
Clearwater Capital Advisors, LLC
|
May 08, 2025 Q1 2025 |
712,448
shares
|
$21.5 Million
2.01% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
709,215
shares
|
$21.4 Million
0.33% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
701,798
shares
|
$21.2 Million
0.12% of portfolio
|
Q4 2024
Added 3.25%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
682,274
shares
|
$20.6 Million
0.23% of portfolio
|
Q1 2025
Added 83.69%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
680,717
shares
|
$20.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
673,066
shares
|
$20.3 Million
0.27% of portfolio
|
Q1 2025
Reduced 15.54%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
670,426
shares
|
$20.3 Million
3.57% of portfolio
|
Q2 2023
Added 1.27%
|
|
|
Radnor Financial Advisors, LLC
Wayne, PA |
Nov 14, 2022 Q3 2022 |
658,831
shares
|
$19.9 Million
5.19% of portfolio
|
Q3 2022
Added 1.1%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
653,554
shares
|
$19.8 Million
0.47% of portfolio
|
Q1 2025
Added 11.06%
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
610,498
shares
|
$18.5 Million
1.41% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
May 05, 2025 Q1 2025 |
555,973
shares
|
$16.8 Million
4.92% of portfolio
|
Q1 2025
Added 4.41%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
543,593
shares
|
$16.4 Million
0.04% of portfolio
|
Q4 2024
Reduced 21.78%
|
|
|
Towercrest Capital Management
Newtown, PA |
May 08, 2025 Q1 2025 |
533,081
shares
|
$16.1 Million
2.74% of portfolio
|
Q1 2025
Added 6.32%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
May 08, 2025 Q1 2025 |
533,081
shares
|
$16.1 Million
3.85% of portfolio
|
Q1 2025
Added 6.32%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
500,412
shares
|
$15.1 Million
0.63% of portfolio
|
Q4 2024
Reduced 1.66%
|