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 |
|---|---|---|---|---|---|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
1,191
shares
|
$40,267
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Nov 03, 2025 Q3 2025 |
1,189
shares
|
$40,200
0.02% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
1,121
shares
|
$37,901
0.01% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Nov 12, 2025 Q3 2025 |
1,100
shares
|
$37,191
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
1,098
shares
|
$37,123
0.01% of portfolio
|
Q3 2025
Added 74.84%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
1,091
shares
|
$36,886
0.0% of portfolio
|
Q2 2025
Reduced 54.2%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Oct 27, 2025 Q3 2025 |
1,076
shares
|
$36,379
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
1,067
shares
|
$36,075
0.01% of portfolio
|
Q3 2025
Reduced 6.24%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
1,054
shares
|
$35,635
0.03% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
1,040
shares
|
$35,162
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
923
shares
|
$31,206
0.0% of portfolio
|
Q3 2025
Reduced 23.72%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
892
shares
|
$30,158
0.0% of portfolio
|
Q1 2021
Added 12.63%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
891
shares
|
$30,124
0.01% of portfolio
|
Q3 2025
Added 122.19%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
835
shares
|
$28,231
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
761
shares
|
$25,729
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
758
shares
|
$25,627
0.01% of portfolio
|
Q3 2025
Reduced 5.49%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
739
shares
|
$24,985
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
733
shares
|
$24,782
0.02% of portfolio
|
Q4 2023
Added 3.39%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
727
shares
|
$24,579
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Oct 27, 2025 Q3 2025 |
721
shares
|
$24,377
0.01% of portfolio
|
Q1 2025
Reduced 76.67%
|
|
|
Security National Bank
|
Oct 20, 2025 Q3 2025 |
690
shares
|
$23,328
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
655
shares
|
$22,145
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
648
shares
|
$21,908
0.01% of portfolio
|
Q4 2024
Reduced 27.92%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
646
shares
|
$21,841
0.0% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
619
shares
|
$20,928
0.02% of portfolio
|
Q3 2025
Added 0.16%
|
|