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 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 |
|---|---|---|---|---|---|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
15,501
shares
|
$468,595
0.02% of portfolio
|
Q1 2025
Reduced 5.97%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
15,320
shares
|
$463,123
0.01% of portfolio
|
Q1 2025
Added 16.77%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
15,234
shares
|
$460,523
0.14% of portfolio
|
Q1 2025
Reduced 6.3%
|
|
|
Econ Financial Services Corp
|
Apr 23, 2025 Q1 2025 |
15,138
shares
|
$457,621
0.24% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
15,013
shares
|
$453,842
0.01% of portfolio
|
Q3 2022
Reduced 0.85%
|
|
|
Geometric Wealth Advisors
|
May 09, 2025 Q1 2025 |
14,987
shares
|
$453,057
0.07% of portfolio
|
Q1 2025
Added 4.9%
|
|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
14,873
shares
|
$449,610
0.14% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
14,844
shares
|
$448,734
0.01% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 07, 2025 Q1 2025 |
14,728
shares
|
$445,227
0.14% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
14,726
shares
|
$445,166
0.05% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
May 12, 2025 Q1 2025 |
14,721
shares
|
$445,015
0.18% of portfolio
|
Q1 2025
Reduced 11.56%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
14,651
shares
|
$442,899
0.0% of portfolio
|
Q2 2025
Added 47.04%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
14,569
shares
|
$440,420
0.0% of portfolio
|
Q1 2025
Added 31.28%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
14,504
shares
|
$438,455
0.03% of portfolio
|
Q1 2025
Reduced 5.84%
|
|
|
Simpli Fi, Inc.
|
Jul 18, 2025 Q2 2025 |
14,433
shares
|
$436,309
0.24% of portfolio
|
Q2 2025
Added 5.85%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
14,150
shares
|
$427,754
0.08% of portfolio
|
Q1 2023
Added 1.8%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
14,066
shares
|
$425,215
0.03% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
14,060
shares
|
$425,033
0.0% of portfolio
|
Q1 2025
Added 18.45%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
13,988
shares
|
$422,857
0.07% of portfolio
|
Q1 2025
Added 5.71%
|
|
|
Oldfather Financial Services, LLC
|
Jul 10, 2025 Q2 2025 |
13,954
shares
|
$421,829
0.14% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Summit Financial Strategies, Inc.
|
Jul 17, 2025 Q2 2025 |
13,860
shares
|
$418,987
0.04% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
13,758
shares
|
$415,904
0.18% of portfolio
|
Q1 2025
Reduced 7.47%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
13,617
shares
|
$411,641
0.02% of portfolio
|
Q1 2025
Reduced 7.03%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Apr 24, 2025 Q1 2025 |
13,580
shares
|
$410,523
0.45% of portfolio
|
Q2 2024
Added 2.84%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
13,499
shares
|
$408,074
0.01% of portfolio
|
Q1 2025
Added 45.76%
|