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 893 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 $5.28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
St. Louis Trust CO
|
Nov 06, 2025 Q3 2025 |
231,273
shares
|
$7.82 Million
0.97% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
227,264
shares
|
$7.68 Million
0.19% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Sherwood Financial Partners, LLC
Westlake Village, CA |
Oct 30, 2025 Q3 2025 |
224,250
shares
|
$7.58 Million
6.53% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Nov 06, 2025 Q3 2025 |
219,231
shares
|
$7.41 Million
6.15% of portfolio
|
Q3 2025
Reduced 21.94%
|
|
|
Courage Miller Partners, LLC
|
Oct 22, 2025 Q3 2025 |
217,233
shares
|
$7.34 Million
2.18% of portfolio
|
Q3 2025
Reduced 4.43%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
215,904
shares
|
$7.3 Million
0.61% of portfolio
|
Q3 2022
Reduced 2.18%
|
|
|
Arkansas Financial Group, Inc.
|
Oct 24, 2025 Q3 2025 |
213,934
shares
|
$7.23 Million
1.06% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Payne Capital Management, LLC
New York, NY |
Dec 01, 2025 Q3 2025 |
211,782
shares
|
$7.16 Million
2.28% of portfolio
|
Q3 2025
Added 8.04%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
211,116
shares
|
$7.14 Million
0.06% of portfolio
|
Q2 2024
Reduced 3.13%
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
209,313
shares
|
$7.08 Million
1.48% of portfolio
|
Q3 2025
Reduced 7.31%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
199,206
shares
|
$6.74 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Guardian Financial Partners, LLC
|
Oct 09, 2025 Q3 2025 |
197,412
shares
|
$6.67 Million
3.63% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
Strid Group, LLC
|
Oct 15, 2025 Q3 2025 |
196,633
shares
|
$6.65 Million
0.86% of portfolio
|
Q2 2025
Reduced 3.98%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
195,808
shares
|
$6.62 Million
0.06% of portfolio
|
Q3 2025
Added 13.56%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
195,796
shares
|
$6.62 Million
1.58% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
186,862
shares
|
$6.32 Million
0.08% of portfolio
|
Q3 2025
Reduced 24.57%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
184,678
shares
|
$6.24 Million
2.24% of portfolio
|
Q3 2025
Added 4.88%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
181,348
shares
|
$6.13 Million
0.49% of portfolio
|
Q3 2025
Added 2.24%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Nov 13, 2025 Q3 2025 |
174,340
shares
|
$5.89 Million
2.44% of portfolio
|
Q3 2025
Reduced 3.13%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 12, 2025 Q3 2025 |
174,132
shares
|
$5.89 Million
0.57% of portfolio
|
Q3 2025
Reduced 2.5%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
174,090
shares
|
$5.89 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 06, 2025 Q3 2025 |
172,358
shares
|
$5.83 Million
0.25% of portfolio
|
Q3 2025
Added 5.75%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
170,849
shares
|
$5.78 Million
0.03% of portfolio
|
Q3 2025
Added 1483.4%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
169,224
shares
|
$5.72 Million
0.11% of portfolio
|
Q3 2025
Reduced 6.05%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
165,849
shares
|
$5.61 Million
1.5% of portfolio
|
Q1 2023
Added 2.95%
|
|