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 |
|---|---|---|---|---|---|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
11,966
shares
|
$361,732
0.03% of portfolio
|
Q2 2025
Added 16.84%
|
|
|
Tru Independence Asset Management 2, LLC
|
Jul 16, 2025 Q2 2025 |
11,910
shares
|
$360,039
0.28% of portfolio
|
Q2 2025
Reduced 14.42%
|
|
|
Warwick Investment Management, Inc.
|
Jul 21, 2025 Q2 2025 |
11,848
shares
|
$358,165
0.07% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
11,844
shares
|
$358,044
0.11% of portfolio
|
Q4 2023
Reduced 2.06%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
11,839
shares
|
$357,892
0.03% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
11,812
shares
|
$357,076
0.01% of portfolio
|
Q4 2022
Reduced 1.2%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
11,761
shares
|
$355,535
0.07% of portfolio
|
Q1 2025
Reduced 18.82%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
May 15, 2025 Q1 2025 |
11,715
shares
|
$354,144
0.22% of portfolio
|
Q1 2024
Reduced 0.09%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
11,660
shares
|
$352,481
0.21% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
11,602
shares
|
$350,728
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
11,529
shares
|
$348,521
0.0% of portfolio
|
Q1 2025
Reduced 21.58%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
11,523
shares
|
$348,340
0.05% of portfolio
|
Q1 2025
Reduced 12.57%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
11,397
shares
|
$344,531
0.05% of portfolio
|
Q2 2025
Reduced 11.09%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
May 15, 2025 Q1 2025 |
11,377
shares
|
$343,926
0.07% of portfolio
|
Q1 2025
Reduced 59.22%
|
|
|
Gilbert & Cook, Inc.
|
May 06, 2025 Q1 2025 |
11,377
shares
|
$343,926
0.05% of portfolio
|
Q1 2025
Added 3.15%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
11,080
shares
|
$334,948
0.02% of portfolio
|
Q1 2025
Reduced 12.11%
|
|
|
Vishria Bird Financial Group, LLC
|
Jul 07, 2025 Q2 2025 |
11,007
shares
|
$332,741
0.12% of portfolio
|
Q4 2024
Reduced 11.07%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
10,985
shares
|
$332,076
0.01% of portfolio
|
Q2 2025
Reduced 34.71%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
10,956
shares
|
$331,199
0.02% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
10,924
shares
|
$330,232
0.08% of portfolio
|
Q2 2025
Added 33.68%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
10,803
shares
|
$326,574
0.01% of portfolio
|
Q1 2025
Added 4.79%
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
10,752
shares
|
$325,032
0.08% of portfolio
|
Q3 2020
Added 0.05%
|
|
|
Snider Financial Group
Bellevue, WA |
Apr 11, 2025 Q1 2025 |
10,752
shares
|
$325,032
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
10,747
shares
|
$324,881
0.02% of portfolio
|
Q1 2025
Reduced 13.91%
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
10,733
shares
|
$324,458
0.1% of portfolio
|
Q1 2025
Reduced 0.98%
|