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 |
|---|---|---|---|---|---|
|
Hamilton Point Investment Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
345
shares
|
$11,664
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
323
shares
|
$10,920
0.0% of portfolio
|
Q3 2024
Reduced 17.81%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
319
shares
|
$10,785
0.0% of portfolio
|
Q4 2024
Reduced 31.1%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
304
shares
|
$10,278
0.0% of portfolio
|
Q3 2025
Reduced 5.0%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
271
shares
|
$9,162
0.0% of portfolio
|
Q4 2024
Added 2.65%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
269
shares
|
$9,094
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
258
shares
|
$8,722
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Oct 08, 2025 Q3 2025 |
253
shares
|
$8,553
0.01% of portfolio
|
Q3 2025
Added 26.5%
|
|
|
Horrell Capital Management, Inc.
|
Nov 07, 2025 Q3 2025 |
251
shares
|
$8,486
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
246
shares
|
$8,317
0.01% of portfolio
|
Q3 2025
Reduced 9.89%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
233
shares
|
$7,877
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tower View Investment Management & Research LLC
|
Oct 16, 2025 Q3 2025 |
232
shares
|
$7,843
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
224
shares
|
$7,573
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
209
shares
|
$7,066
0.0% of portfolio
|
Q4 2024
Added 50.36%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
208
shares
|
$7,032
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
200
shares
|
$6,762
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Oct 30, 2025 Q3 2025 |
197
shares
|
$6,660
0.0% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
188
shares
|
$6,356
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
175
shares
|
$5,916
0.0% of portfolio
|
Q3 2025
Reduced 71.45%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
167
shares
|
$5,646
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
163
shares
|
$5,511
0.0% of portfolio
|
Q4 2023
Added 3.16%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
153
shares
|
$5,172
0.0% of portfolio
|
Q2 2025
Reduced 54.87%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
148
shares
|
$5,003
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
141
shares
|
$4,767
0.0% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
139
shares
|
$4,699
0.0% of portfolio
|
Q1 2023
New holding
|
|