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 |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
494,853
shares
|
$15 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.83%
|
|
|
Klingenstein Fields & CO LP
|
Apr 28, 2025 Q1 2025 |
490,494
shares
|
$14.8 Million
0.58% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Apr 29, 2025 Q1 2025 |
488,784
shares
|
$14.8 Million
4.95% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
486,837
shares
|
$14.7 Million
0.17% of portfolio
|
Q1 2025
Added 168.54%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
458,562
shares
|
$13.9 Million
3.07% of portfolio
|
Q2 2022
Added 180436.22%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jul 14, 2025 Q2 2025 |
453,615
shares
|
$13.7 Million
2.53% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
437,596
shares
|
$13.2 Million
1.17% of portfolio
|
Q2 2025
Added 4.62%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
436,004
shares
|
$13.2 Million
0.07% of portfolio
|
Q2 2023
Reduced 7.06%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
415,568
shares
|
$12.6 Million
2.78% of portfolio
|
Q2 2025
Added 20.34%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jul 08, 2025 Q2 2025 |
409,084
shares
|
$12.4 Million
3.75% of portfolio
|
Q2 2025
Reduced 4.64%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
405,275
shares
|
$12.3 Million
0.16% of portfolio
|
Q2 2023
Reduced 5.91%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
379,446
shares
|
$11.5 Million
0.38% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
373,431
shares
|
$11.3 Million
0.04% of portfolio
|
Q1 2025
Reduced 52.04%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
348,440
shares
|
$10.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 21.98%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
345,365
shares
|
$10.4 Million
0.05% of portfolio
|
Q1 2025
Reduced 18.83%
|
|
|
Hc Advisors, LLC
|
May 13, 2025 Q1 2025 |
341,820
shares
|
$10.3 Million
7.46% of portfolio
|
Q1 2025
Added 4.99%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
340,882
shares
|
$10.3 Million
0.17% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Apr 16, 2025 Q1 2025 |
338,644
shares
|
$10.2 Million
0.49% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
North Star Asset Management Inc
|
May 08, 2025 Q1 2025 |
328,442
shares
|
$9.93 Million
0.43% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
326,578
shares
|
$9.87 Million
0.38% of portfolio
|
Q1 2025
Added 671.03%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
324,192
shares
|
$9.8 Million
4.65% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
315,961
shares
|
$9.55 Million
2.78% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
315,286
shares
|
$9.53 Million
0.56% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Zacks Investment Management
Chicago, IL |
May 14, 2025 Q1 2025 |
302,077
shares
|
$9.13 Million
0.08% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
296,732
shares
|
$8.97 Million
0.03% of portfolio
|
Q1 2025
Added 2.55%
|