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 |
|---|---|---|---|---|---|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
7,048
shares
|
$238,292
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Liberty Capital Management, Inc.
|
Nov 06, 2025 Q3 2025 |
7,037
shares
|
$237,920
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
7,030
shares
|
$237,684
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cambria Investment Management, L.P.
|
Dec 01, 2025 Q3 2025 |
7,008
shares
|
$236,940
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Oct 31, 2025 Q3 2025 |
6,925
shares
|
$234,134
0.15% of portfolio
|
Q3 2025
Reduced 8.79%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
6,874
shares
|
$232,409
0.0% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
Nov 06, 2025 Q3 2025 |
6,864
shares
|
$232,071
0.13% of portfolio
|
Q2 2025
Reduced 9.97%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Oct 07, 2025 Q3 2025 |
6,860
shares
|
$231,936
0.18% of portfolio
|
Q3 2025
Reduced 8.64%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
6,829
shares
|
$230,888
0.04% of portfolio
|
Q2 2024
Added 4.35%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
6,770
shares
|
$228,893
0.0% of portfolio
|
Q3 2025
Reduced 19.39%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 14, 2025 Q3 2025 |
6,767
shares
|
$228,792
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Nov 12, 2025 Q3 2025 |
6,754
shares
|
$228,352
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Ironwood Financial, LLC
|
Oct 22, 2025 Q3 2025 |
6,734
shares
|
$227,676
0.04% of portfolio
|
Q3 2025
Reduced 12.53%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
6,704
shares
|
$226,662
0.01% of portfolio
|
Q3 2025
Reduced 8.39%
|
|
|
Carter Financial Group, Inc.
Barrington, IL |
Nov 14, 2025 Q3 2025 |
6,700
shares
|
$226,527
0.14% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
6,665
shares
|
$225,343
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
Oct 30, 2025 Q3 2025 |
6,658
shares
|
$225,106
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Unique Wealth, LLC
Tampa, FL |
Oct 21, 2025 Q3 2025 |
6,635
shares
|
$224,329
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 14, 2025 Q3 2025 |
6,609
shares
|
$223,450
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
6,604
shares
|
$223,281
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
6,543
shares
|
$221,218
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
6,525
shares
|
$220,610
0.02% of portfolio
|
Q3 2025
Reduced 34.82%
|
|
|
Successful Portfolios LLC
|
Oct 15, 2025 Q3 2025 |
6,494
shares
|
$219,562
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Ahl Investment Management, Inc.
|
Oct 02, 2025 Q3 2025 |
6,439
shares
|
$217,702
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
6,430
shares
|
$217,398
0.01% of portfolio
|
Q3 2025
Reduced 3.18%
|
|