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 |
|---|---|---|---|---|---|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
4,223
shares
|
$142,779
0.04% of portfolio
|
Q3 2025
Reduced 4.09%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
4,140
shares
|
$139,973
0.0% of portfolio
|
Q4 2022
Reduced 57.36%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
4,000
shares
|
$135,240
0.02% of portfolio
|
Q2 2020
Reduced 71.43%
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
3,977
shares
|
$134,462
0.01% of portfolio
|
Q2 2025
Added 7.69%
|
|
|
Clear Investment Research, LLC
|
Nov 07, 2025 Q3 2025 |
3,879
shares
|
$131,148
0.17% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
3,500
shares
|
$118,335
0.02% of portfolio
|
Q2 2025
Reduced 18.6%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
3,415
shares
|
$115,461
0.0% of portfolio
|
Q3 2025
Added 16.75%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
3,392
shares
|
$114,683
0.01% of portfolio
|
Q3 2025
Reduced 25.2%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
3,206
shares
|
$108,394
0.04% of portfolio
|
Q3 2025
Reduced 4.27%
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
3,203
shares
|
$108,293
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
3,167
shares
|
$107,076
0.01% of portfolio
|
Q3 2023
Reduced 49.88%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 12, 2025 Q3 2025 |
3,157
shares
|
$106,738
0.07% of portfolio
|
Q4 2024
Added 6.37%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
3,074
shares
|
$103,931
0.05% of portfolio
|
Q3 2022
Added 5.31%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
3,039
shares
|
$102,748
0.02% of portfolio
|
Q4 2022
Added 0.5%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Nov 14, 2025 Q3 2025 |
3,006
shares
|
$101,632
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,991
shares
|
$101,125
0.01% of portfolio
|
Q2 2023
Reduced 0.57%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Oct 28, 2025 Q3 2025 |
2,905
shares
|
$98,218
0.08% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
2,815
shares
|
$95,175
0.0% of portfolio
|
Q3 2025
Reduced 19.46%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
2,807
shares
|
$94,904
0.04% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Newton One Investments LLC
|
Oct 10, 2025 Q3 2025 |
2,688
shares
|
$90,881
0.03% of portfolio
|
Q3 2025
Reduced 44.75%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
2,679
shares
|
$90,576
0.03% of portfolio
|
Q3 2025
Added 33.82%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
2,665
shares
|
$90,103
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
2,623
shares
|
$88,683
0.01% of portfolio
|
Q3 2025
Reduced 40.79%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
2,572
shares
|
$86,959
0.0% of portfolio
|
Q3 2025
Added 693.83%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
2,395
shares
|
$80,974
0.02% of portfolio
|
Q1 2023
Added 32.69%
|
|