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 |
|---|---|---|---|---|---|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
26,888
shares
|
$909,083
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
26,849
shares
|
$907,764
0.0% of portfolio
|
Q3 2025
Added 84.29%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
26,631
shares
|
$900,394
0.01% of portfolio
|
Q3 2025
Reduced 50.71%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
26,599
shares
|
$899,312
0.0% of portfolio
|
Q3 2025
Reduced 39.69%
|
|
|
Continental Investors Services, Inc.
Longview, WA |
Nov 05, 2025 Q3 2025 |
26,500
shares
|
$895,965
1.5% of portfolio
|
Q3 2025
Added 80.16%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
26,440
shares
|
$893,936
0.01% of portfolio
|
Q1 2025
Added 14.02%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
26,335
shares
|
$890,386
0.01% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
26,305
shares
|
$889,372
0.06% of portfolio
|
Q4 2022
Reduced 0.73%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
26,268
shares
|
$888,121
0.01% of portfolio
|
Q3 2025
Added 13.47%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
26,227
shares
|
$886,734
0.1% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
26,031
shares
|
$880,108
0.08% of portfolio
|
Q3 2025
Reduced 9.45%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
25,767
shares
|
$871,182
0.06% of portfolio
|
Q3 2025
Reduced 10.03%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
25,636
shares
|
$866,753
0.03% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
25,527
shares
|
$863,067
0.01% of portfolio
|
Q3 2025
Added 20.65%
|
|
|
Everhart Financial Group, Inc.
|
Nov 04, 2025 Q3 2025 |
25,506
shares
|
$862,357
0.09% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Nov 04, 2025 Q3 2025 |
25,448
shares
|
$860,396
0.42% of portfolio
|
Q3 2025
Reduced 11.8%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
25,324
shares
|
$856,204
0.63% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
25,305
shares
|
$855,562
0.05% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Kearns & Associates LLC
|
Oct 22, 2025 Q3 2025 |
25,238
shares
|
$853,296
0.45% of portfolio
|
Q3 2025
Reduced -0.0%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
25,220
shares
|
$852,688
0.0% of portfolio
|
Q3 2025
Added 72.14%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2025 Q3 2025 |
25,206
shares
|
$852,214
0.2% of portfolio
|
Q3 2025
Added 14.79%
|
|
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
Oct 24, 2025 Q3 2025 |
25,180
shares
|
$851,335
0.64% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
25,173
shares
|
$851,099
0.02% of portfolio
|
Q3 2025
Added 34.56%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
25,093
shares
|
$848,394
0.04% of portfolio
|
Q3 2025
Added 16.65%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Nov 13, 2025 Q3 2025 |
24,819
shares
|
$839,130
0.17% of portfolio
|
Q3 2025
Added 180.5%
|
|