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 |
|---|---|---|---|---|---|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 06, 2025 Q3 2025 |
21,738
shares
|
$734,961
0.06% of portfolio
|
Q3 2025
Reduced 5.97%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
21,562
shares
|
$729,011
0.04% of portfolio
|
Q3 2025
Added 10.49%
|
|
|
Bip Alliance, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
21,202
shares
|
$716,839
0.25% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
21,198
shares
|
$716,704
0.22% of portfolio
|
Q3 2025
Added 15.86%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
21,186
shares
|
$716,298
0.0% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 24, 2025 Q3 2025 |
21,064
shares
|
$712,173
0.47% of portfolio
|
Q3 2025
Added 3.64%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
21,055
shares
|
$711,869
0.01% of portfolio
|
Q3 2025
Added 3.95%
|
|
|
Y Intercept (Hong Kong) LTD
|
Oct 31, 2025 Q3 2025 |
20,963
shares
|
$708,759
0.02% of portfolio
|
Q3 2025
Reduced 38.84%
|
|
|
Capital Planning LLC
|
Oct 22, 2025 Q3 2025 |
20,958
shares
|
$708,589
0.21% of portfolio
|
Q3 2025
Added 3.05%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Nov 10, 2025 Q3 2025 |
20,937
shares
|
$707,879
0.36% of portfolio
|
Q3 2025
New holding
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Nov 05, 2025 Q3 2025 |
20,549
shares
|
$694,761
0.37% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
20,241
shares
|
$684,348
0.01% of portfolio
|
Q3 2025
Added 27.89%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
20,231
shares
|
$684,010
0.0% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Reston Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
20,208
shares
|
$683,232
0.22% of portfolio
|
Q3 2025
Added 1.98%
|
|
|
Jentner Corp
|
Jul 16, 2025 Q2 2025 |
20,182
shares
|
$682,353
0.22% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
20,149
shares
|
$681,237
0.07% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
19,872
shares
|
$671,872
0.03% of portfolio
|
Q3 2025
Added 9.84%
|
|
|
Avant Financial Advisors LLC
Austin, TX |
Nov 03, 2025 Q3 2025 |
19,840
shares
|
$670,790
0.5% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Abacus Planning Group, Inc.
|
Oct 21, 2025 Q3 2025 |
19,741
shares
|
$667,443
0.1% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Oct 24, 2025 Q3 2025 |
19,523
shares
|
$660,072
0.79% of portfolio
|
Q3 2025
Reduced 30.74%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Oct 27, 2025 Q3 2025 |
19,454
shares
|
$657,739
0.13% of portfolio
|
Q3 2025
Reduced 4.24%
|
|
|
Rosenberg Matthew Hamilton
|
Nov 10, 2025 Q3 2025 |
19,264
shares
|
$651,315
0.14% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
19,118
shares
|
$646,379
0.0% of portfolio
|
Q3 2025
Added 3.91%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
18,843
shares
|
$637,081
0.01% of portfolio
|
Q3 2025
Reduced 93.48%
|
|
|
Evensky & Katz LLC
|
Nov 13, 2025 Q3 2025 |
18,761
shares
|
$634,309
0.04% of portfolio
|
Q3 2025
Reduced 1.44%
|
|