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 |
|---|---|---|---|---|---|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
64,173
shares
|
$2.17 Million
1.42% of portfolio
|
Q4 2023
Added 0.33%
|
|
|
Allen Capital Group, LLC
|
Oct 27, 2025 Q3 2025 |
63,466
shares
|
$2.15 Million
0.21% of portfolio
|
Q3 2025
Added 17.09%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
62,668
shares
|
$2.12 Million
0.07% of portfolio
|
Q3 2025
Added 3.36%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 17, 2025 Q3 2025 |
61,765
shares
|
$2.09 Million
0.25% of portfolio
|
Q3 2025
Reduced 21.88%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Oct 16, 2025 Q3 2025 |
61,329
shares
|
$2.07 Million
0.54% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 17, 2025 Q3 2025 |
61,204
shares
|
$2.07 Million
0.24% of portfolio
|
Q3 2025
Added 33.58%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
61,054
shares
|
$2.06 Million
0.14% of portfolio
|
Q3 2025
Added 6.21%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
60,087
shares
|
$2.03 Million
0.17% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
59,755
shares
|
$2.02 Million
0.46% of portfolio
|
Q2 2023
Added 0.19%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Oct 03, 2025 Q3 2025 |
59,647
shares
|
$2.02 Million
0.64% of portfolio
|
Q3 2025
Reduced 14.14%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 20, 2025 Q3 2025 |
59,239
shares
|
$2 Million
0.3% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Nov 04, 2025 Q3 2025 |
58,573
shares
|
$1.98 Million
0.58% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
58,517
shares
|
$1.98 Million
0.39% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
58,491
shares
|
$1.98 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.83%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
58,229
shares
|
$1.97 Million
0.47% of portfolio
|
Q3 2025
Added 2.23%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
58,159
shares
|
$1.97 Million
0.01% of portfolio
|
Q3 2025
Added 3.31%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
57,636
shares
|
$1.95 Million
0.04% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Thompson Investment Management, Inc.
|
Oct 17, 2025 Q3 2025 |
57,009
shares
|
$1.93 Million
0.26% of portfolio
|
Q3 2025
Added 1.52%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
56,455
shares
|
$1.91 Million
0.04% of portfolio
|
Q2 2025
Added 52.09%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
56,439
shares
|
$1.91 Million
0.04% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Cap Partners, LLC
Franklin, TN |
Oct 29, 2025 Q3 2025 |
56,289
shares
|
$1.9 Million
1.07% of portfolio
|
Q3 2025
Added 7.27%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
56,131
shares
|
$1.9 Million
0.59% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
55,369
shares
|
$1.87 Million
0.0% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
54,648
shares
|
$1.85 Million
0.64% of portfolio
|
Q3 2023
Reduced 70.63%
|
|
|
Tenret CO LLC
|
Jul 16, 2025 Q2 2025 |
54,462
shares
|
$1.84 Million
0.9% of portfolio
|
Q2 2025
Added 188.34%
|
|