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 |
|---|---|---|---|---|---|
|
Washington Trust CO
|
Nov 12, 2025 Q3 2025 |
6,400
shares
|
$216,384
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 12, 2025 Q3 2025 |
6,400
shares
|
$216,384
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 08, 2025 Q3 2025 |
6,390
shares
|
$216,045
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
6,371
shares
|
$215,403
0.24% of portfolio
|
Q3 2025
Reduced 89.9%
|
|
|
Radnor Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
6,305
shares
|
$213,172
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Redw Wealth LLC
|
Oct 31, 2025 Q3 2025 |
6,293
shares
|
$212,766
0.08% of portfolio
|
Q3 2025
Reduced 12.82%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
6,277
shares
|
$212,225
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
6,238
shares
|
$210,906
0.01% of portfolio
|
Q3 2025
Reduced 23.68%
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
6,225
shares
|
$210,467
0.03% of portfolio
|
Q3 2025
Reduced 11.16%
|
|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
6,163
shares
|
$208,371
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Fiducient Advisors LLC
|
Oct 30, 2025 Q3 2025 |
6,128
shares
|
$207,187
0.02% of portfolio
|
Q3 2025
Reduced 69.57%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
6,090
shares
|
$205,902
0.01% of portfolio
|
Q2 2023
Added 0.16%
|
|
|
Waterfront Wealth Inc.
|
Nov 05, 2025 Q3 2025 |
6,063
shares
|
$204,990
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
Oct 22, 2025 Q3 2025 |
5,995
shares
|
$202,690
0.09% of portfolio
|
Q3 2025
Reduced 19.14%
|
|
|
Proffitt & Goodson Inc
|
Oct 21, 2025 Q3 2025 |
5,911
shares
|
$199,850
0.03% of portfolio
|
Q3 2025
Reduced 2.76%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
5,391
shares
|
$182,269
0.12% of portfolio
|
Q2 2025
Reduced 29.24%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
5,098
shares
|
$172,363
0.01% of portfolio
|
Q3 2025
Added 47.04%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Nov 03, 2025 Q3 2025 |
4,966
shares
|
$167,900
0.09% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Evolution Advisers, Inc.
|
Jul 24, 2025 Q2 2025 |
4,957
shares
|
$167,596
0.07% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
4,937
shares
|
$166,919
0.02% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Nov 12, 2025 Q3 2025 |
4,719
shares
|
$159,549
0.11% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
4,607
shares
|
$155,762
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
4,456
shares
|
$150,657
0.01% of portfolio
|
Q2 2024
Added 2.65%
|
|
|
Pittenger & Anderson Inc
|
Nov 03, 2025 Q3 2025 |
4,350
shares
|
$147,073
0.01% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
4,329
shares
|
$146,363
0.01% of portfolio
|
Q3 2025
Reduced 20.53%
|
|