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 |
|---|---|---|---|---|---|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
165,120
shares
|
$5.58 Million
0.06% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
164,692
shares
|
$5.57 Million
0.36% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
164,291
shares
|
$5.55 Million
0.1% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
163,004
shares
|
$5.51 Million
0.32% of portfolio
|
Q3 2025
Reduced 2.13%
|
|
|
Joule Financial, LLC
|
Nov 03, 2025 Q3 2025 |
162,900
shares
|
$5.51 Million
1.64% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
161,003
shares
|
$5.44 Million
0.09% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
160,957
shares
|
$5.44 Million
0.09% of portfolio
|
Q3 2025
Added 96.99%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Nov 07, 2025 Q3 2025 |
160,081
shares
|
$5.41 Million
3.67% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
Nov 13, 2025 Q3 2025 |
159,528
shares
|
$5.39 Million
1.61% of portfolio
|
Q3 2025
Added 5.31%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
159,182
shares
|
$5.38 Million
0.06% of portfolio
|
Q4 2023
Reduced 2.68%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Nov 13, 2025 Q3 2025 |
155,708
shares
|
$5.26 Million
0.56% of portfolio
|
Q3 2025
Added 28.83%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
155,361
shares
|
$5.25 Million
0.03% of portfolio
|
Q3 2025
Added 13.38%
|
|
|
Marotta Asset Management
|
Oct 16, 2025 Q3 2025 |
154,690
shares
|
$5.23 Million
0.98% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
154,355
shares
|
$5.22 Million
0.47% of portfolio
|
Q2 2025
Reduced 18.13%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
152,635
shares
|
$5.16 Million
0.43% of portfolio
|
Q3 2025
Reduced 2.24%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
152,578
shares
|
$5.16 Million
0.79% of portfolio
|
Q3 2025
Added 5.88%
|
|
|
Fortis Capital Management LLC
|
Nov 10, 2025 Q3 2025 |
152,302
shares
|
$5.15 Million
0.73% of portfolio
|
Q3 2025
Added 5.28%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 22, 2025 Q3 2025 |
151,148
shares
|
$5.11 Million
0.9% of portfolio
|
Q3 2025
Added 262.52%
|
|
|
Fairway Financial, LLC
Casselberry, FL |
Oct 24, 2025 Q3 2025 |
150,844
shares
|
$5.1 Million
3.97% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
148,778
shares
|
$5.03 Million
0.11% of portfolio
|
Q3 2025
Added 5.09%
|
|
|
Upper Left Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
148,508
shares
|
$5.02 Million
3.28% of portfolio
|
Q3 2025
Reduced 5.07%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Nov 13, 2025 Q3 2025 |
148,117
shares
|
$5.01 Million
0.53% of portfolio
|
Q3 2025
Reduced 19.99%
|
|
|
Sightline Wealth Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
147,364
shares
|
$4.98 Million
2.23% of portfolio
|
Q3 2025
Reduced 2.51%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
143,803
shares
|
$4.86 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.09%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
143,500
shares
|
$4.85 Million
0.01% of portfolio
|
Q3 2025
Added 1.08%
|
|