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 |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
26,849
shares
|
$907,764
0.0% of portfolio
|
Q3 2025
Added 84.29%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
26,631
shares
|
$900,394
0.01% of portfolio
|
Q3 2025
Reduced 50.71%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
26,599
shares
|
$899,312
0.0% of portfolio
|
Q3 2025
Reduced 39.69%
|
|
|
Continental Investors Services, Inc.
Longview, WA |
Nov 05, 2025 Q3 2025 |
26,500
shares
|
$895,965
1.5% of portfolio
|
Q3 2025
Added 80.16%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
26,440
shares
|
$893,936
0.01% of portfolio
|
Q1 2025
Added 14.02%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
26,335
shares
|
$890,386
0.01% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
26,305
shares
|
$889,372
0.06% of portfolio
|
Q4 2022
Reduced 0.73%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
26,268
shares
|
$888,121
0.01% of portfolio
|
Q3 2025
Added 13.47%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
26,227
shares
|
$886,734
0.1% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
26,031
shares
|
$880,108
0.08% of portfolio
|
Q3 2025
Reduced 9.45%
|
|
|
Kearns & Associates LLC
|
Jan 08, 2026 Q4 2025 |
25,848
shares
|
$873,920
0.46% of portfolio
|
Q4 2025
Added 2.42%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
25,767
shares
|
$871,182
0.06% of portfolio
|
Q3 2025
Reduced 10.03%
|
|
|
Everhart Financial Group, Inc.
|
Jan 07, 2026 Q4 2025 |
25,657
shares
|
$867,463
0.08% of portfolio
|
Q4 2025
Added 0.59%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
25,636
shares
|
$866,753
0.03% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
25,527
shares
|
$863,067
0.01% of portfolio
|
Q3 2025
Added 20.65%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
25,324
shares
|
$856,204
0.63% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
25,305
shares
|
$855,562
0.05% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
25,220
shares
|
$852,688
0.0% of portfolio
|
Q3 2025
Added 72.14%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2025 Q3 2025 |
25,206
shares
|
$852,214
0.2% of portfolio
|
Q3 2025
Added 14.79%
|
|
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
Oct 24, 2025 Q3 2025 |
25,180
shares
|
$851,335
0.64% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
25,173
shares
|
$851,099
0.02% of portfolio
|
Q3 2025
Added 34.56%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
25,093
shares
|
$848,394
0.04% of portfolio
|
Q3 2025
Added 16.65%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Nov 13, 2025 Q3 2025 |
24,819
shares
|
$839,130
0.17% of portfolio
|
Q3 2025
Added 180.5%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
24,701
shares
|
$835,140
0.36% of portfolio
|
Q3 2025
Added 66.83%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
24,646
shares
|
$833,281
0.23% of portfolio
|
Q1 2023
Added 2.06%
|
|