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 |
|---|---|---|---|---|---|
|
Vestwell Advisors, LLC
New York, NY |
Dec 05, 2025 Q3 2025 |
2,389
shares
|
$80,772
0.28% of portfolio
|
Q3 2025
Added 726.64%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Nov 05, 2025 Q3 2025 |
2,371
shares
|
$80,163
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
2,207
shares
|
$74,618
0.04% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Glassman Wealth Services
|
Nov 10, 2025 Q3 2025 |
2,148
shares
|
$72,623
0.01% of portfolio
|
Q2 2025
Reduced 23.09%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
2,081
shares
|
$70,358
0.02% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
2,061
shares
|
$69,682
0.0% of portfolio
|
Q3 2024
Reduced 8.85%
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
2,049
shares
|
$69,276
0.04% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
1,978
shares
|
$66,876
0.0% of portfolio
|
Q3 2023
Reduced 0.75%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 24, 2025 Q3 2025 |
1,974
shares
|
$66,740
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
1,686
shares
|
$57,003
0.0% of portfolio
|
Q3 2025
Added 4.46%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
1,662
shares
|
$56,192
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
1,655
shares
|
$55,955
0.03% of portfolio
|
Q3 2025
Reduced 19.46%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
1,654
shares
|
$55,921
0.03% of portfolio
|
Q3 2024
Reduced 17.67%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
1,626
shares
|
$54,975
0.0% of portfolio
|
Q3 2025
Added 109.27%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
1,595
shares
|
$53,926
0.0% of portfolio
|
Q3 2025
Reduced 10.29%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
1,558
shares
|
$52,675
0.0% of portfolio
|
Q1 2024
Reduced 7.37%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,542
shares
|
$52,135
0.0% of portfolio
|
Q2 2020
Added 3.76%
|
|
|
Gs Investments, Inc.
|
Nov 06, 2025 Q3 2025 |
1,490
shares
|
$50,376
0.02% of portfolio
|
Q4 2024
Added 62.84%
|
|
|
Mma Asset Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
1,446
shares
|
$48,889
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Tompkins Financial Corp
|
Oct 08, 2025 Q3 2025 |
1,358
shares
|
$45,913
0.0% of portfolio
|
Q1 2025
Reduced 25.06%
|
|
|
Godsey & Gibb Associates
|
Oct 24, 2025 Q3 2025 |
1,355
shares
|
$45,812
0.0% of portfolio
|
Q3 2025
Reduced 18.32%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Nov 07, 2025 Q3 2025 |
1,330
shares
|
$44,967
0.02% of portfolio
|
Q2 2025
Added 5945.45%
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
1,307
shares
|
$44,189
0.01% of portfolio
|
Q3 2023
Reduced 23.79%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
1,307
shares
|
$44,189
0.0% of portfolio
|
Q2 2025
Reduced 4.25%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Oct 23, 2025 Q3 2025 |
1,249
shares
|
$42,228
0.01% of portfolio
|
Q3 2024
New holding
|
|