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 |
|---|---|---|---|---|---|
|
North Star Asset Management Inc
|
Nov 10, 2025 Q3 2025 |
323,345
shares
|
$10.9 Million
0.46% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Oct 22, 2025 Q3 2025 |
314,478
shares
|
$10.6 Million
3.03% of portfolio
|
Q3 2025
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
305,140
shares
|
$10.3 Million
4.47% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
303,971
shares
|
$10.3 Million
0.03% of portfolio
|
Q3 2025
Added 2.1%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Oct 24, 2025 Q3 2025 |
297,239
shares
|
$10 Million
0.44% of portfolio
|
Q3 2025
Reduced 11.67%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
297,095
shares
|
$10 Million
2.71% of portfolio
|
Q3 2025
Reduced 6.57%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
295,278
shares
|
$9.98 Million
0.64% of portfolio
|
Q3 2025
Added 3.27%
|
|
|
Seneca Financial Advisors LLC
Rochester, NY |
Oct 23, 2025 Q3 2025 |
292,939
shares
|
$9.9 Million
3.19% of portfolio
|
Q3 2025
Reduced 2.35%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 16, 2025 Q3 2025 |
290,442
shares
|
$9.82 Million
0.48% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Gemmer Asset Management LLC
|
Oct 15, 2025 Q3 2025 |
278,756
shares
|
$9.42 Million
0.78% of portfolio
|
Q3 2025
Added 8.13%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
277,822
shares
|
$9.39 Million
0.57% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
269,782
shares
|
$9.12 Million
0.46% of portfolio
|
Q3 2025
Added 7.52%
|
|
|
Ballast Advisors LLC
|
Nov 12, 2025 Q3 2025 |
268,362
shares
|
$9.07 Million
2.48% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
Apriem Advisors
Irvine, CA |
Nov 10, 2025 Q3 2025 |
267,129
shares
|
$9.03 Million
0.87% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
265,105
shares
|
$8.96 Million
0.33% of portfolio
|
Q4 2025
Reduced 2.58%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
263,826
shares
|
$8.92 Million
3.6% of portfolio
|
Q4 2023
Reduced 10.23%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
263,093
shares
|
$8.9 Million
0.83% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2025 Q3 2025 |
262,647
shares
|
$8.88 Million
0.07% of portfolio
|
Q3 2025
Reduced 8.75%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
259,404
shares
|
$8.77 Million
0.0% of portfolio
|
Q3 2025
Added 3.1%
|
|
|
Invst, LLC
Indianapolis, IN |
Oct 16, 2025 Q2 2025 |
257,561
shares
|
$8.71 Million
1.01% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
247,942
shares
|
$8.38 Million
0.02% of portfolio
|
Q3 2025
Reduced 5.49%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
244,232
shares
|
$8.26 Million
0.22% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
242,941
shares
|
$8.21 Million
0.05% of portfolio
|
Q3 2025
Added 59.01%
|
|
|
Boltwood Capital Management
|
Jan 02, 2026 Q4 2025 |
241,731
shares
|
$8.17 Million
2.08% of portfolio
|
Q4 2025
Reduced 0.09%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
240,963
shares
|
$8.15 Million
0.0% of portfolio
|
Q3 2025
Added 13.12%
|
|