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 |
|---|---|---|---|---|---|
|
Game Plan Financial Advisors, LLC
|
May 19, 2025 Q1 2025 |
1,655
shares
|
$50,030
0.03% of portfolio
|
Q1 2025
Added 106.88%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
1,654
shares
|
$50,000
0.03% of portfolio
|
Q3 2024
Reduced 17.67%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
1,558
shares
|
$47,098
0.0% of portfolio
|
Q1 2024
Reduced 7.37%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,542
shares
|
$46,614
0.0% of portfolio
|
Q2 2020
Added 3.76%
|
|
|
Gs Investments, Inc.
|
May 08, 2025 Q1 2025 |
1,490
shares
|
$45,042
0.02% of portfolio
|
Q4 2024
Added 62.84%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
1,424
shares
|
$43,047
0.0% of portfolio
|
Q1 2025
Added 27.94%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
1,365
shares
|
$41,263
0.01% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
1,358
shares
|
$41,052
0.0% of portfolio
|
Q1 2025
Reduced 25.06%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
1,307
shares
|
$39,510
0.01% of portfolio
|
Q3 2023
Reduced 23.79%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Apr 30, 2025 Q1 2025 |
1,249
shares
|
$37,757
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
1,227
shares
|
$37,092
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
1,210
shares
|
$36,578
0.0% of portfolio
|
Q2 2025
Added 10.7%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
May 07, 2025 Q1 2025 |
1,189
shares
|
$35,943
0.02% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
1,182
shares
|
$35,731
0.01% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
1,138
shares
|
$34,401
0.01% of portfolio
|
Q1 2025
Reduced 64.12%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
1,121
shares
|
$33,887
0.01% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
1,100
shares
|
$33,253
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
892
shares
|
$26,965
0.0% of portfolio
|
Q1 2021
Added 12.63%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
835
shares
|
$25,242
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
802
shares
|
$24,244
0.01% of portfolio
|
Q1 2025
Reduced 35.89%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
800
shares
|
$24,184
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
777
shares
|
$23,488
0.0% of portfolio
|
Q1 2025
Reduced 54.88%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
771
shares
|
$23,307
0.01% of portfolio
|
Q1 2025
Reduced 95.64%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
733
shares
|
$22,158
0.02% of portfolio
|
Q4 2023
Added 3.39%
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
727
shares
|
$21,977
0.01% of portfolio
|
Q2 2024
New holding
|