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 |
|---|---|---|---|---|---|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
35,012
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2025
Reduced 20.94%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
34,867
shares
|
$1.18 Million
0.55% of portfolio
|
Q4 2023
Reduced 19.29%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
34,809
shares
|
$1.18 Million
0.02% of portfolio
|
Q3 2025
Added 233.93%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
34,746
shares
|
$1.17 Million
0.07% of portfolio
|
Q4 2022
Reduced 36.36%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
34,634
shares
|
$1.17 Million
0.02% of portfolio
|
Q3 2025
Added 14.25%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
34,378
shares
|
$1.16 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Nov 04, 2025 Q3 2025 |
34,174
shares
|
$1.16 Million
0.61% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
34,170
shares
|
$1.16 Million
0.14% of portfolio
|
Q3 2025
Added 2.44%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
34,141
shares
|
$1.15 Million
0.24% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
33,852
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
33,089
shares
|
$1.12 Million
0.54% of portfolio
|
Q3 2025
Added 4.04%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Nov 07, 2025 Q3 2025 |
32,248
shares
|
$1.09 Million
0.45% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
32,005
shares
|
$1.08 Million
0.05% of portfolio
|
Q3 2025
Added 5837.85%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
31,952
shares
|
$1.08 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.53%
|
|
|
Lyell Wealth Management, LP
|
Nov 06, 2025 Q3 2025 |
31,785
shares
|
$1.07 Million
0.08% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Nov 14, 2025 Q3 2025 |
31,611
shares
|
$1.07 Million
0.59% of portfolio
|
Q2 2025
Reduced 4.14%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
31,160
shares
|
$1.05 Million
0.06% of portfolio
|
Q1 2025
Reduced 23.43%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
30,938
shares
|
$1.05 Million
0.03% of portfolio
|
Q3 2025
Added 3.58%
|
|
|
Element Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
30,889
shares
|
$1.04 Million
0.47% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
30,739
shares
|
$1.04 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Whitcomb & Hess, Inc.
|
Oct 09, 2025 Q3 2025 |
30,635
shares
|
$1.04 Million
0.28% of portfolio
|
Q3 2025
Reduced 4.64%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
30,594
shares
|
$1.03 Million
0.05% of portfolio
|
Q3 2025
Added 16.15%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
30,501
shares
|
$1.03 Million
0.17% of portfolio
|
Q2 2024
Added 1.82%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 10, 2025 Q3 2025 |
30,283
shares
|
$1.02 Million
0.46% of portfolio
|
Q3 2025
New holding
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
30,076
shares
|
$1.02 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.43%
|
|