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 |
|---|---|---|---|---|---|
|
Simpli Fi, Inc.
|
Oct 23, 2025 Q3 2025 |
11,208
shares
|
$378,942
0.21% of portfolio
|
Q3 2025
Reduced 22.34%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Nov 14, 2025 Q3 2025 |
11,127
shares
|
$376,203
0.06% of portfolio
|
Q3 2025
Reduced 3.16%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 15, 2025 Q3 2025 |
11,098
shares
|
$375,223
0.05% of portfolio
|
Q3 2025
Reduced 2.62%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Nov 14, 2025 Q3 2025 |
11,090
shares
|
$374,952
0.25% of portfolio
|
Q3 2025
Reduced 4.73%
|
|
|
Gilbert & Cook, Inc.
|
Nov 12, 2025 Q3 2025 |
11,030
shares
|
$372,924
0.05% of portfolio
|
Q2 2025
Reduced 3.05%
|
|
|
Vishria Bird Financial Group, LLC
|
Oct 21, 2025 Q3 2025 |
11,007
shares
|
$372,146
0.08% of portfolio
|
Q4 2024
Reduced 11.07%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
10,985
shares
|
$371,402
0.01% of portfolio
|
Q2 2025
Reduced 34.71%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
10,970
shares
|
$370,895
0.01% of portfolio
|
Q3 2025
Added 11.73%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
10,913
shares
|
$368,968
0.04% of portfolio
|
Q2 2025
Reduced 12.17%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
10,786
shares
|
$364,674
0.01% of portfolio
|
Q3 2025
Added 5.23%
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
10,752
shares
|
$363,525
0.08% of portfolio
|
Q3 2020
Added 0.05%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
10,713
shares
|
$362,206
0.02% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Elite Life Management LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
10,681
shares
|
$361,124
0.73% of portfolio
|
Q3 2025
Added 19.65%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
10,660
shares
|
$360,414
0.1% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Nov 10, 2025 Q3 2025 |
10,630
shares
|
$359,400
0.12% of portfolio
|
Q3 2025
Added 41.79%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
10,608
shares
|
$358,656
0.0% of portfolio
|
Q3 2025
Reduced 36.41%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
10,520
shares
|
$355,681
0.05% of portfolio
|
Q3 2025
Added 45.02%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
10,447
shares
|
$353,213
0.04% of portfolio
|
Q2 2025
Reduced 48.47%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
10,382
shares
|
$351,015
0.01% of portfolio
|
Q3 2025
Added 6.81%
|
|
|
Sigma Investment Counselors Inc
|
Oct 28, 2025 Q3 2025 |
10,344
shares
|
$349,730
0.02% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
10,310
shares
|
$348,581
0.06% of portfolio
|
Q3 2022
Added 0.36%
|
|
|
Snider Financial Group
Bellevue, WA |
Nov 07, 2025 Q3 2025 |
10,286
shares
|
$347,769
0.1% of portfolio
|
Q3 2025
Reduced 6.8%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
10,251
shares
|
$346,586
0.12% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
10,232
shares
|
$345,943
0.21% of portfolio
|
Q2 2022
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
10,218
shares
|
$345,470
0.02% of portfolio
|
Q3 2025
Added 2.08%
|
|