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 |
|---|---|---|---|---|---|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
16,494
shares
|
$557,662
0.01% of portfolio
|
Q3 2025
Reduced 6.81%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 10, 2025 Q3 2025 |
16,158
shares
|
$546,301
0.13% of portfolio
|
Q3 2025
Added 6.04%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Oct 22, 2025 Q3 2025 |
16,095
shares
|
$544,171
0.35% of portfolio
|
Q1 2025
Reduced 10.06%
|
|
|
Sfmg, LLC
|
Nov 13, 2025 Q3 2025 |
15,847
shares
|
$535,787
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
15,801
shares
|
$534,231
0.0% of portfolio
|
Q3 2025
Added 26.15%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
15,778
shares
|
$533,454
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Oct 17, 2025 Q3 2025 |
15,752
shares
|
$532,575
0.15% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
15,734
shares
|
$531,966
0.06% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 23, 2025 Q3 2025 |
15,650
shares
|
$529,126
0.17% of portfolio
|
Q3 2025
Reduced 3.44%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
15,601
shares
|
$527,469
0.06% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Oct 29, 2025 Q3 2025 |
15,558
shares
|
$526,015
0.1% of portfolio
|
Q3 2025
Reduced 6.64%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
15,556
shares
|
$525,948
0.0% of portfolio
|
Q3 2025
Added 3.32%
|
|
|
Motive Wealth Advisors
|
Oct 20, 2025 Q3 2025 |
15,436
shares
|
$521,891
0.23% of portfolio
|
Q3 2025
Reduced 3.19%
|
|
|
Horan Wealth, LLC
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
15,306
shares
|
$517,495
0.08% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Blue Barn Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
15,245
shares
|
$515,433
0.22% of portfolio
|
Q3 2025
Reduced 2.29%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
15,234
shares
|
$515,061
0.14% of portfolio
|
Q1 2025
Reduced 6.3%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
15,092
shares
|
$510,260
0.08% of portfolio
|
Q3 2025
Added 5.23%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
15,065
shares
|
$509,347
0.03% of portfolio
|
Q3 2025
Reduced 2.74%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
14,992
shares
|
$506,879
0.06% of portfolio
|
Q3 2025
Reduced 2.46%
|
|
|
Red Door Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
14,873
shares
|
$502,856
0.06% of portfolio
|
Q3 2025
Added 40.09%
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
14,861
shares
|
$502,450
0.06% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
14,730
shares
|
$498,021
0.14% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 07, 2025 Q1 2025 |
14,728
shares
|
$497,953
0.14% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
14,678
shares
|
$496,263
0.0% of portfolio
|
Q3 2025
Reduced 8.47%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 30, 2025 Q3 2025 |
14,639
shares
|
$494,944
0.03% of portfolio
|
Q3 2025
Added 0.61%
|
|