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 |
|---|---|---|---|---|---|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
8,132
shares
|
$274,942
0.06% of portfolio
|
Q3 2025
Reduced 15.61%
|
|
|
Stone Point Wealth LLC
|
Oct 22, 2025 Q3 2025 |
8,075
shares
|
$273,015
0.08% of portfolio
|
Q3 2025
Reduced 13.13%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
8,065
shares
|
$272,677
0.0% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
8,048
shares
|
$272,102
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lom Asset Management LTD
Hamilton, |
Nov 12, 2025 Q3 2025 |
8,000
shares
|
$270,480
0.08% of portfolio
|
Q2 2025
Reduced 69.88%
|
|
|
David Wealth Management LLC
Fairfax, VA |
Jul 22, 2025 Q2 2025 |
7,992
shares
|
$270,209
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Sage Rhino Capital LLC
|
Oct 31, 2025 Q3 2025 |
7,925
shares
|
$267,944
0.05% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Acas, LLC
|
Aug 14, 2025 Q2 2025 |
7,919
shares
|
$267,741
0.19% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
7,833
shares
|
$264,833
0.07% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
7,812
shares
|
$264,123
0.02% of portfolio
|
Q3 2025
Added 11.44%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 10, 2025 Q3 2025 |
7,802
shares
|
$263,785
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
Oct 23, 2025 Q3 2025 |
7,655
shares
|
$258,815
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 24, 2025 Q3 2025 |
7,655
shares
|
$258,815
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
7,655
shares
|
$258,815
0.01% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
7,552
shares
|
$255,333
0.11% of portfolio
|
Q3 2025
Reduced 79.29%
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
7,485
shares
|
$253,067
0.01% of portfolio
|
Q3 2025
Reduced 11.75%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
7,481
shares
|
$252,932
0.01% of portfolio
|
Q3 2025
Added 3.03%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
7,455
shares
|
$252,053
0.0% of portfolio
|
Q1 2024
Reduced 9.69%
|
|
|
Facet Wealth, Inc.
|
Oct 30, 2025 Q3 2025 |
7,420
shares
|
$250,870
0.01% of portfolio
|
Q3 2025
Added 3.7%
|
|
|
Rhs Financial, LLC
|
Oct 22, 2025 Q3 2025 |
7,372
shares
|
$249,247
0.13% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Flower City Capital
|
Oct 08, 2025 Q3 2025 |
7,271
shares
|
$245,832
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Dbk Financial Counsel, LLC
|
Oct 22, 2025 Q3 2025 |
7,249
shares
|
$245,088
0.21% of portfolio
|
Q3 2025
Reduced 12.03%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
7,242
shares
|
$244,852
0.06% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
7,223
shares
|
$244,209
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
7,059
shares
|
$238,664
0.16% of portfolio
|
Q3 2024
New holding
|
|