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 |
|---|---|---|---|---|---|
|
Emerald Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
39,973
shares
|
$1.35 Million
0.18% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Madden Advisory Services, Inc.
|
Oct 24, 2025 Q3 2025 |
39,693
shares
|
$1.34 Million
0.51% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
39,646
shares
|
$1.34 Million
0.53% of portfolio
|
Q1 2023
Reduced 0.46%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 10, 2025 Q3 2025 |
39,468
shares
|
$1.33 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
39,353
shares
|
$1.33 Million
0.54% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Nov 14, 2025 Q3 2025 |
39,160
shares
|
$1.32 Million
0.45% of portfolio
|
Q3 2025
Added 1305233.38%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
39,145
shares
|
$1.32 Million
0.05% of portfolio
|
Q2 2025
Reduced 8.54%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
39,009
shares
|
$1.32 Million
0.3% of portfolio
|
Q3 2025
Added 3.25%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
38,583
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2025
Reduced 58.82%
|
|
|
Bond & Devick Financial Network, Inc.
|
Nov 05, 2025 Q3 2025 |
38,000
shares
|
$1.28 Million
0.4% of portfolio
|
Q1 2025
Added 6.04%
|
|
|
Ironwood Wealth Management, Llc.
|
Oct 27, 2025 Q3 2025 |
37,578
shares
|
$1.27 Million
0.43% of portfolio
|
Q3 2025
Reduced 7.98%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
37,364
shares
|
$1.26 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sunburst Financial Group, LLC
|
Oct 17, 2025 Q3 2025 |
37,290
shares
|
$1.26 Million
0.27% of portfolio
|
Q3 2025
Reduced 4.86%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
37,192
shares
|
$1.26 Million
0.3% of portfolio
|
Q3 2025
Reduced 9.71%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Aug 05, 2025 Q2 2025 |
37,169
shares
|
$1.26 Million
0.69% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
37,143
shares
|
$1.26 Million
0.07% of portfolio
|
Q3 2025
Reduced 2.53%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Nov 13, 2025 Q3 2025 |
37,043
shares
|
$1.25 Million
0.14% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 17, 2025 Q3 2025 |
36,689
shares
|
$1.24 Million
0.18% of portfolio
|
Q3 2025
Reduced 4.06%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Nov 14, 2025 Q3 2025 |
36,533
shares
|
$1.24 Million
0.87% of portfolio
|
Q3 2025
Added 6.64%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
36,124
shares
|
$1.22 Million
0.08% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
35,982
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 21, 2025 Q3 2025 |
35,671
shares
|
$1.21 Million
0.42% of portfolio
|
Q3 2025
Reduced 2.46%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Nov 10, 2025 Q3 2025 |
35,503
shares
|
$1.2 Million
0.74% of portfolio
|
Q3 2025
Reduced 2.06%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
35,360
shares
|
$1.2 Million
0.27% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Armbruster Capital Management, Inc.
|
Oct 20, 2025 Q3 2025 |
35,285
shares
|
$1.19 Million
0.2% of portfolio
|
Q2 2025
Reduced 1.51%
|
|