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 |
|---|---|---|---|---|---|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
24,701
shares
|
$835,140
0.36% of portfolio
|
Q3 2025
Added 66.83%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
24,646
shares
|
$833,281
0.23% of portfolio
|
Q1 2023
Added 2.06%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
24,629
shares
|
$832,706
0.51% of portfolio
|
Q2 2022
Added 2.12%
|
|
|
Bourgeon Capital Management LLC
|
Oct 21, 2025 Q3 2025 |
24,570
shares
|
$830,711
0.15% of portfolio
|
Q3 2025
Added 2.82%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
24,542
shares
|
$829,765
0.06% of portfolio
|
Q3 2025
Added 10.65%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
24,430
shares
|
$825,978
0.39% of portfolio
|
Q2 2023
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
24,343
shares
|
$823,036
0.0% of portfolio
|
Q3 2025
Added 6.33%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
24,313
shares
|
$822,022
0.0% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 27, 2025 Q3 2025 |
24,283
shares
|
$821,008
0.18% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
24,178
shares
|
$817,458
0.0% of portfolio
|
Q4 2022
Added 22.87%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
24,125
shares
|
$815,666
0.07% of portfolio
|
Q4 2023
Added 6.06%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
24,035
shares
|
$812,623
0.23% of portfolio
|
Q1 2024
Added 2.79%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2025 Q3 2025 |
23,792
shares
|
$804,407
0.03% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Tempus Wealth Planning, LLC
|
Nov 05, 2025 Q3 2025 |
23,713
shares
|
$801,736
0.2% of portfolio
|
Q3 2025
Added 5.95%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
23,579
shares
|
$797,205
0.0% of portfolio
|
Q1 2025
Added 5.95%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2025 Q3 2025 |
23,291
shares
|
$787,468
0.0% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Sage Financial Group Inc
|
Nov 13, 2025 Q3 2025 |
23,251
shares
|
$786,116
0.05% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
23,083
shares
|
$780,436
0.02% of portfolio
|
Q3 2025
Reduced 4.48%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
23,038
shares
|
$778,914
0.0% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
22,681
shares
|
$766,844
0.35% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
22,278
shares
|
$753,219
0.03% of portfolio
|
Q3 2025
Reduced 36.47%
|
|
|
Fc Advisory LLC
|
Oct 10, 2025 Q3 2025 |
22,272
shares
|
$753,016
0.22% of portfolio
|
Q3 2025
Added 7.3%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
22,247
shares
|
$752,171
0.05% of portfolio
|
Q3 2025
Reduced 3.49%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
22,044
shares
|
$745,307
0.0% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
21,957
shares
|
$742,366
0.28% of portfolio
|
Q3 2025
Reduced 2.23%
|
|