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 |
|---|---|---|---|---|---|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 14, 2025 Q3 2025 |
9,203
shares
|
$311,153
0.07% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
9,147
shares
|
$309,260
0.0% of portfolio
|
Q2 2025
Reduced 52.06%
|
|
|
Thrive Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
9,025
shares
|
$305,135
0.05% of portfolio
|
Q3 2025
Added 6.51%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
8,996
shares
|
$304,154
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sterling Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
8,971
shares
|
$303,309
0.19% of portfolio
|
Q3 2025
Reduced 4.51%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
8,835
shares
|
$298,711
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
8,788
shares
|
$297,122
0.01% of portfolio
|
Q3 2025
Reduced 17.4%
|
|
|
Walter & Keenan Wealth Management LLC
|
Nov 13, 2025 Q3 2025 |
8,759
shares
|
$296,141
0.08% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 20, 2025 Q3 2025 |
8,734
shares
|
$295,296
0.13% of portfolio
|
Q2 2025
Reduced 5.31%
|
|
|
Private Capital Management, LLC
Naples, FL |
Nov 14, 2025 Q3 2025 |
8,707
shares
|
$294,383
0.03% of portfolio
|
Q3 2025
Added 4.5%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
8,650
shares
|
$292,456
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Oct 30, 2025 Q3 2025 |
8,649
shares
|
$292,422
0.16% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
8,606
shares
|
$290,968
0.04% of portfolio
|
Q3 2025
Added 17.79%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
8,601
shares
|
$290,799
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
8,578
shares
|
$290,022
0.0% of portfolio
|
Q3 2025
Added 34.14%
|
|
|
Cordant, Inc.
Portland, OR |
Oct 16, 2025 Q3 2025 |
8,376
shares
|
$283,192
0.13% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
8,368
shares
|
$282,922
0.1% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Glaxis Capital Management, LLC
Sarasota, FL |
Nov 06, 2025 Q3 2025 |
8,351
shares
|
$282,347
0.51% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Oct 20, 2025 Q3 2025 |
8,322
shares
|
$281,366
0.2% of portfolio
|
Q2 2025
Reduced 3.48%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
8,261
shares
|
$279,304
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ironwood Investment Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
8,200
shares
|
$277,242
0.13% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
8,197
shares
|
$277,140
0.01% of portfolio
|
Q1 2024
Reduced 13.7%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Nov 13, 2025 Q3 2025 |
8,195
shares
|
$277,072
0.11% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
8,147
shares
|
$275,450
0.01% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
8,141
shares
|
$275,247
0.03% of portfolio
|
Q3 2025
Reduced 25.8%
|
|