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 892 institutions that hold shares in the stock, with a total of 156 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 |
|---|---|---|---|---|---|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Nov 03, 2025 Q3 2025 |
1,049,847
shares
|
$35.5 Million
6.04% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Jmg Financial Group, Ltd.
|
Nov 12, 2025 Q3 2025 |
1,018,714
shares
|
$34.4 Million
1.01% of portfolio
|
Q3 2025
Reduced 3.74%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
1,000,797
shares
|
$33.8 Million
1.68% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
997,192
shares
|
$33.7 Million
0.01% of portfolio
|
Q3 2025
Reduced 56.19%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
993,147
shares
|
$33.6 Million
0.18% of portfolio
|
Q3 2025
Reduced 32.18%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
876,706
shares
|
$29.6 Million
1.06% of portfolio
|
Q3 2025
Reduced 4.59%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
834,882
shares
|
$28.2 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
826,069
shares
|
$27.9 Million
0.03% of portfolio
|
Q3 2025
Added 6.25%
|
|
|
Mcia Inc
|
Nov 12, 2025 Q3 2025 |
762,515
shares
|
$25.8 Million
4.53% of portfolio
|
Q3 2025
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
750,056
shares
|
$25.4 Million
0.3% of portfolio
|
Q3 2025
Added 6.46%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
746,002
shares
|
$25.2 Million
0.27% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
741,555
shares
|
$25.1 Million
0.35% of portfolio
|
Q2 2024
Reduced 4.28%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
721,565
shares
|
$24.4 Million
0.49% of portfolio
|
Q3 2025
Added 8.89%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
706,429
shares
|
$23.9 Million
0.33% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
679,859
shares
|
$23 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
670,426
shares
|
$22.7 Million
3.57% of portfolio
|
Q2 2023
Added 1.27%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
670,095
shares
|
$22.7 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.55%
|
|
|
Radnor Financial Advisors, LLC
Wayne, PA |
Nov 14, 2022 Q3 2022 |
658,831
shares
|
$22.3 Million
5.19% of portfolio
|
Q3 2022
Added 1.1%
|
|
|
Charles Schwab Trust CO
|
Oct 10, 2025 Q3 2025 |
642,699
shares
|
$21.7 Million
1.49% of portfolio
|
Q3 2025
Added 5.27%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
533,124
shares
|
$18 Million
0.03% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
517,011
shares
|
$17.5 Million
0.18% of portfolio
|
Q3 2025
Added 5.9%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Oct 28, 2025 Q3 2025 |
508,541
shares
|
$17.2 Million
3.79% of portfolio
|
Q3 2025
Reduced 2.51%
|
|
|
Towercrest Capital Management
Newtown, PA |
Oct 24, 2025 Q3 2025 |
508,541
shares
|
$17.2 Million
2.74% of portfolio
|
Q3 2025
Reduced 2.51%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
500,412
shares
|
$16.9 Million
0.63% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Nov 03, 2025 Q3 2025 |
495,815
shares
|
$16.8 Million
4.26% of portfolio
|
Q3 2025
Reduced 14.97%
|
|