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 |
|---|---|---|---|---|---|
|
Blume Capital Management, Inc.
Berkeley, CA |
Nov 05, 2025 Q3 2025 |
611
shares
|
$20,657
0.0% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
600
shares
|
$20,286
0.01% of portfolio
|
Q3 2025
Reduced 70.43%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
592
shares
|
$20,015
0.01% of portfolio
|
Q4 2024
Reduced 25.25%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
590
shares
|
$19,947
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cheviot Value Management, LLC
|
Oct 31, 2025 Q3 2025 |
568
shares
|
$19,204
0.0% of portfolio
|
Q3 2025
Added 5.38%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
524
shares
|
$17,716
0.01% of portfolio
|
Q3 2025
Reduced 8.39%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
515
shares
|
$17,412
0.01% of portfolio
|
Q3 2025
Reduced 40.12%
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
500
shares
|
$16,905
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fairway Wealth LLC
Independence, OH |
Oct 30, 2025 Q3 2025 |
483
shares
|
$16,330
0.0% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Nov 06, 2025 Q3 2025 |
482
shares
|
$16,296
0.01% of portfolio
|
Q3 2025
Reduced 48.0%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
464
shares
|
$15,687
0.01% of portfolio
|
Q3 2025
Reduced 10.94%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
463
shares
|
$15,654
0.0% of portfolio
|
Q2 2025
Reduced 62.27%
|
|
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
Oct 16, 2025 Q3 2025 |
452
shares
|
$15,282
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Friedenthal Financial
|
Oct 15, 2025 Q3 2025 |
452
shares
|
$15,282
0.01% of portfolio
|
Q3 2025
Reduced 77.53%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
452
shares
|
$15,282
0.0% of portfolio
|
Q1 2025
Added 93.16%
|
|
|
Promus Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
444
shares
|
$15,011
0.01% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
Legacy Bridge, LLC
|
Nov 12, 2025 Q3 2025 |
440
shares
|
$14,876
0.01% of portfolio
|
Q1 2020
Reduced 40.54%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
426
shares
|
$14,403
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Nov 14, 2025 Q3 2025 |
423
shares
|
$14,301
0.0% of portfolio
|
Q4 2024
Reduced 90.66%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
396
shares
|
$13,388
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
394
shares
|
$13,321
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
377
shares
|
$12,746
0.01% of portfolio
|
Q2 2025
Added 57.08%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
373
shares
|
$12,611
0.0% of portfolio
|
Q3 2025
Added 9.06%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
370
shares
|
$12,509
0.0% of portfolio
|
Q3 2025
Added 16.72%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
364
shares
|
$12,306
0.0% of portfolio
|
Q1 2025
Reduced 97.56%
|
|