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 |
|---|---|---|---|---|---|
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
Nov 04, 2025 Q3 2025 |
30,058
shares
|
$1.02 Million
0.64% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
29,948
shares
|
$1.01 Million
0.14% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
29,895
shares
|
$1.01 Million
0.04% of portfolio
|
Q3 2025
Added 30.34%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Oct 31, 2025 Q3 2025 |
29,895
shares
|
$1.01 Million
0.16% of portfolio
|
Q3 2025
Added 30.34%
|
|
|
Wj Financial Advisors LLC
Killingworth, CT |
Nov 06, 2025 Q3 2025 |
29,809
shares
|
$1.01 Million
0.97% of portfolio
|
Q3 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
29,505
shares
|
$997,564
0.03% of portfolio
|
Q3 2025
Added 15.4%
|
|
|
American Investment Services, Inc.
|
Nov 13, 2025 Q3 2025 |
29,483
shares
|
$996,820
0.25% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Morling Financial Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
29,392
shares
|
$993,743
0.39% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Oct 23, 2025 Q3 2025 |
29,017
shares
|
$981,064
1.0% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
28,994
shares
|
$980,287
0.0% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Sja Financial Advisory, LLC
|
Nov 05, 2025 Q3 2025 |
28,795
shares
|
$973,558
0.66% of portfolio
|
Q3 2025
Reduced 7.29%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 21, 2025 Q3 2025 |
28,523
shares
|
$964,362
0.3% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Nikulski Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
28,389
shares
|
$959,832
0.25% of portfolio
|
Q3 2025
Added 39.63%
|
|
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
Oct 27, 2025 Q3 2025 |
28,360
shares
|
$958,851
1.49% of portfolio
|
Q3 2025
Added 29.47%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
28,137
shares
|
$951,311
0.0% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Apcm Wealth Management For Individuals
|
Oct 31, 2025 Q3 2025 |
28,057
shares
|
$948,607
0.12% of portfolio
|
Q3 2025
Added 9.98%
|
|
|
Firestone Capital Management
|
Nov 05, 2025 Q3 2025 |
27,917
shares
|
$943,873
0.21% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
27,797
shares
|
$939,816
0.0% of portfolio
|
Q2 2025
Added 7.63%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
27,594
shares
|
$932,953
0.05% of portfolio
|
Q3 2025
Added 8.58%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
27,542
shares
|
$931,195
0.11% of portfolio
|
Q3 2025
Added 5.67%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Oct 14, 2025 Q3 2025 |
27,508
shares
|
$930,045
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
27,356
shares
|
$924,906
0.12% of portfolio
|
Q3 2025
Reduced 12.86%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2025 Q3 2025 |
27,344
shares
|
$924,500
0.17% of portfolio
|
Q3 2025
Added 10.57%
|
|
|
James Investment Research Inc
|
Oct 31, 2025 Q3 2025 |
27,185
shares
|
$919,124
0.1% of portfolio
|
Q3 2025
Added 6.98%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
27,178
shares
|
$918,888
0.0% of portfolio
|
Q3 2025
New holding
|
|