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 |
|---|---|---|---|---|---|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
14,599
shares
|
$493,592
0.01% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Oct 30, 2025 Q3 2025 |
14,550
shares
|
$491,935
0.52% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Oldfather Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
14,486
shares
|
$489,771
0.15% of portfolio
|
Q3 2025
Added 3.81%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
14,455
shares
|
$488,723
0.02% of portfolio
|
Q3 2025
Reduced 14.97%
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
14,379
shares
|
$486,153
0.12% of portfolio
|
Q3 2025
Reduced 13.8%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
14,262
shares
|
$482,198
0.03% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
14,229
shares
|
$481,082
0.02% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
14,150
shares
|
$478,411
0.08% of portfolio
|
Q1 2023
Added 1.8%
|
|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
14,066
shares
|
$475,571
0.03% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
14,042
shares
|
$474,760
0.02% of portfolio
|
Q3 2025
Reduced 6.47%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Oct 29, 2025 Q3 2025 |
13,890
shares
|
$469,620
0.17% of portfolio
|
Q3 2025
Reduced 4.58%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
13,673
shares
|
$462,284
0.16% of portfolio
|
Q3 2025
Added 15.81%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
13,565
shares
|
$458,632
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
13,562
shares
|
$458,531
0.05% of portfolio
|
Q3 2025
Reduced 6.85%
|
|
|
Aspiring Ventures, LLC
Cincinnati, OH |
Nov 07, 2025 Q3 2025 |
13,359
shares
|
$451,667
0.15% of portfolio
|
Q3 2025
Reduced 17.55%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 22, 2025 Q3 2025 |
13,343
shares
|
$451,126
0.04% of portfolio
|
Q3 2025
Reduced 3.73%
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Oct 24, 2025 Q3 2025 |
13,228
shares
|
$447,238
0.57% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Sws Partners
|
Oct 16, 2025 Q3 2025 |
13,199
shares
|
$446,258
0.11% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Geometric Wealth Advisors
|
Nov 10, 2025 Q3 2025 |
13,148
shares
|
$444,533
0.06% of portfolio
|
Q2 2025
Reduced 12.27%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
12,965
shares
|
$438,346
0.17% of portfolio
|
Q3 2025
Added 12.47%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
12,949
shares
|
$437,805
0.09% of portfolio
|
Q2 2025
Added 27.68%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
12,897
shares
|
$436,047
0.03% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
12,797
shares
|
$432,666
0.11% of portfolio
|
Q3 2025
Reduced 1.43%
|
|
|
Sunesis Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
12,698
shares
|
$429,319
0.2% of portfolio
|
Q1 2024
Reduced 76.69%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
12,681
shares
|
$428,744
0.01% of portfolio
|
Q3 2025
Reduced 5.21%
|
|