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 |
|---|---|---|---|---|---|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
53,335
shares
|
$1.8 Million
0.0% of portfolio
|
Q3 2025
Added 54.76%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Nov 12, 2025 Q3 2025 |
53,271
shares
|
$1.8 Million
0.61% of portfolio
|
Q3 2025
Added 19.01%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
52,786
shares
|
$1.78 Million
0.0% of portfolio
|
Q3 2025
Added 12.26%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Nov 06, 2025 Q3 2025 |
52,527
shares
|
$1.78 Million
2.51% of portfolio
|
Q3 2025
Added 9.56%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
51,564
shares
|
$1.74 Million
0.52% of portfolio
|
Q1 2023
Added 6.72%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
51,433
shares
|
$1.74 Million
0.02% of portfolio
|
Q2 2022
Reduced 0.13%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
51,347
shares
|
$1.74 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Armor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
51,310
shares
|
$1.73 Million
0.64% of portfolio
|
Q3 2025
Reduced 62.3%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
50,980
shares
|
$1.72 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2025 Q3 2025 |
50,578
shares
|
$1.71 Million
0.19% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
50,556
shares
|
$1.71 Million
0.28% of portfolio
|
Q3 2025
Reduced 3.36%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
50,328
shares
|
$1.7 Million
0.35% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 12, 2025 Q3 2025 |
50,256
shares
|
$1.7 Million
0.55% of portfolio
|
Q3 2025
Reduced 8.84%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
50,199
shares
|
$1.7 Million
0.04% of portfolio
|
Q2 2025
Reduced 7.34%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
48,944
shares
|
$1.65 Million
0.0% of portfolio
|
Q3 2025
Added 41.59%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
48,387
shares
|
$1.64 Million
0.73% of portfolio
|
Q4 2024
Added 20.13%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
48,246
shares
|
$1.63 Million
0.0% of portfolio
|
Q3 2025
Reduced 83.8%
|
|
|
Clay Northam Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
48,097
shares
|
$1.63 Million
0.95% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
47,877
shares
|
$1.62 Million
0.12% of portfolio
|
Q3 2025
Added 16.12%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
47,323
shares
|
$1.6 Million
0.14% of portfolio
|
Q3 2025
Added 11.77%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
47,059
shares
|
$1.59 Million
0.05% of portfolio
|
Q3 2025
Reduced 3.8%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
46,845
shares
|
$1.58 Million
0.02% of portfolio
|
Q3 2025
Added 55.4%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Oct 21, 2025 Q3 2025 |
46,535
shares
|
$1.57 Million
0.34% of portfolio
|
Q3 2025
Added 3.75%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
46,175
shares
|
$1.56 Million
0.02% of portfolio
|
Q3 2025
Added 4.23%
|
|
|
Athena Investment Management
|
Nov 13, 2025 Q3 2025 |
46,037
shares
|
$1.56 Million
0.85% of portfolio
|
Q3 2025
Added 3.58%
|
|