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 |
|---|---|---|---|---|---|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Aug 08, 2025 Q2 2025 |
78,457
shares
|
$2.65 Million
1.14% of portfolio
|
Q1 2024
Reduced 2.52%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Nov 04, 2025 Q3 2025 |
78,180
shares
|
$2.64 Million
0.72% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Nov 04, 2025 Q3 2025 |
77,560
shares
|
$2.62 Million
0.71% of portfolio
|
Q3 2025
Added 16.04%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
77,336
shares
|
$2.61 Million
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
77,154
shares
|
$2.61 Million
0.25% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 23, 2025 Q3 2025 |
76,731
shares
|
$2.59 Million
0.85% of portfolio
|
Q3 2025
Added 1.97%
|
|
|
Holistic Financial Partners
|
Nov 07, 2025 Q3 2025 |
76,486
shares
|
$2.59 Million
1.08% of portfolio
|
Q3 2025
Reduced 3.32%
|
|
|
Chesapeake Wealth Management
|
Nov 03, 2025 Q3 2025 |
76,405
shares
|
$2.58 Million
0.78% of portfolio
|
Q3 2025
Added 4.03%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Nov 19, 2025 Q3 2025 |
76,300
shares
|
$2.58 Million
1.92% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
74,643
shares
|
$2.52 Million
0.92% of portfolio
|
Q3 2025
Reduced 3.71%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
73,649
shares
|
$2.49 Million
0.34% of portfolio
|
Q1 2024
Reduced 21.47%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Aug 14, 2025 Q2 2025 |
72,015
shares
|
$2.43 Million
0.13% of portfolio
|
Q2 2025
Added 5.69%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
71,039
shares
|
$2.4 Million
0.39% of portfolio
|
Q3 2025
Added 4.57%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 09, 2025 Q3 2025 |
70,382
shares
|
$2.38 Million
0.31% of portfolio
|
Q3 2025
Reduced 9.15%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
70,256
shares
|
$2.38 Million
0.03% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Roberts Wealth Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
70,236
shares
|
$2.37 Million
0.66% of portfolio
|
Q3 2025
Reduced 2.38%
|
|
|
Oakwell Private Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
70,151
shares
|
$2.37 Million
0.48% of portfolio
|
Q1 2025
Reduced 11.47%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
68,882
shares
|
$2.33 Million
0.24% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
68,012
shares
|
$2.3 Million
0.11% of portfolio
|
Q3 2025
Reduced 2.66%
|
|
|
Diversified Trust CO
|
Oct 20, 2025 Q3 2025 |
67,515
shares
|
$2.28 Million
0.06% of portfolio
|
Q3 2025
Added 127.82%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
67,217
shares
|
$2.27 Million
0.15% of portfolio
|
Q3 2024
Added 5.29%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 14, 2025 Q3 2025 |
67,207
shares
|
$2.27 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
Nov 03, 2025 Q3 2025 |
65,975
shares
|
$2.23 Million
0.48% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
65,909
shares
|
$2.23 Million
0.04% of portfolio
|
Q3 2025
Added 1.77%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
64,996
shares
|
$2.2 Million
0.22% of portfolio
|
Q3 2024
Added 11.06%
|
|